Patrick O'Hara, MST EA
Business Description
Products and Services offered
We Solve Tax Problems! We help our clients pay the lowest amount of tax possible while complying with the Tax Code. We do three basic things. 1) We prepare tax returns for individuals small businesses; 2) We represent taxpayers before the IRS and state tax authorities in examinations, collections, and appeals; 3) We provide comprehensive tax planning for small business owners, real estate professionals, and day traders. As an Enrolled Agent licensed by the US Treasury, you can be confident of my competency in taxation.
Business Hours:
M-F 9am-5pm, Sa 10am-4pm, Su Closed (SUMMER HOURS: BY APPOINTMENT ONLY - AVAILABLE EVENINGS AND WEEKENDS)
Categories:
Tax Consultants,Tax Return Preparation Accountants,Taxi Services,Accounting Services,Bookkeeping Services
Products:
Tax Preparation, Tax Problem Solving, Tax Planning
Services:
Tax Preparation For Individuals, Small Businesses, Estates And Trusts, Taxpayer Representation Before The Irs And State Tax Authorities, Comprehensive Tax Planning
Specialties:
Solving Tax Problems, Unfiled Returns, Installment Agreements, Audit Representation, Tax Strategy
Brands:
Irs Enrolled Agent
Languages:
English
Associations:
National Association Of Enrolled Agents, Nys Society Of Enrolled Agents, American Academy Of Tax Practice, National Association Of Tax Professionals
Tax Return Preparation | |
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Menu Item | Price |
Estate and Gift Tax Returns Few people do Estate Tax or Gift Tax Returns. These are for when the value of a decedents estate is above certain thresholds, which the federal is $11.9 Million in 2019 , and NYS is $5.4 Million in 2019. Gift taxes generally isn’t really as tax to be paid, but forms to be filed that reduce the amounts that can be claimed for estate taxes. These involve gives of over $15,000 per person per year as of 2019. |
$ 350.00 |
Taxpayer Representation | |
Menu Item | Price |
Tax Account Analysis and Tax Problem Diagnosis This is the starting point for most Representation services, and includes a year of Power of Attorney Service or Tax Information. Authorization AND an analysis and report of your Tax Problem and Resolution Alternatives. The product we provide can help us resolve your issues; help you do it yourself; or provide the information to your attorney if you are involved in a Divorce or Bankruptcy. |
$ 350.00 |
Installment Payment Agreements Installment Payments Agreements are fairly straight forward of you can pay what the IRS says you need to pay, If you can’t afford their minimum payment, a lower amount can be negotiated with a financial disclosure. We help prepare that disclosure to create a workable solution. Payment agreement are designed to make sure you pay the full amount due before the tax debt expires. Sometimes paying small amounts create a situation where you only pay a portion of the tax debt due before it expires at the end of its 10 year statute of limitation. |
$ 200.00 |
Innocent Spouse Relief Innocent Spouse involves situations where a married person files a joint tax return and ends up owing taxes on income they didn’t know about. Separating yourself from the joint tax debt involves the innocent spouse claim, which usually must document evidence that the innocent spouse had no knowledge or benefit from the tax deficiency. Successful cases usually involve martial separations and orders of protection. These are complicated cases that take time. We bill at a rate of $200 an hour, but if we get a retainer of $1000 or more we only bill at $150 an hour. Injured Spouse is something different. This involves if your spouse owes a debt you aren’t legally responsible for, such as unpaid student loans, child support, or other legally enforceable refund offsets. The Injured Spouse claim allocates your portion of the refund from the spouses. Protective claims may be filed with the original return, but it slows down the refund. Defensive claims may be filed after an offset within the maximum time allowed.. |
$ 200.00 |
Collection Due Process / Collection Appeals Program If the IRS isn’t dealing fairly with collections issues, it is possible to request anCollection Due Process Hearing or Collection Appeal Program. These are powerful resolution tools, but they can inadvertently extend the time the IRS has to collect if not done properly. |
$ 200.00 |
Freedom of Information Requests We will prepare a Freedom of Information Law request from the IRS regarding specific tax information retained by the government regarding your case. The law says the IRS should respond to your request in 21 days, but generally their response is they need more time.. This is a Power way to o train I formation to appeal your cases, or prepare for divorce or bankruptcy. |
$ 250.00 |
Lien Release The IRS places a a notice of federal tax lien on taxpayers when unpaid taxes real $50,000 or more. They can also issue it at lower amounts at their discretion, if they believe they are in jeopardy of being unable to collect. Tax liens are legally in effect on the day the tax debt occurs, but the actual filing of the notice of tax lien puts the IRS at the head of the line to collect by seizing any assets owned prior to, or obtained after, the tax is assessed. This official notice generally kills consumer credit. Liens generally are not released until the tax is paid, but there are some situation where a withdrawal or release is warranted, |
$ 200.00 |
Resolve Bank Levies or Garnishments Bank Levies and Wage Garnishments usually occur when taxpayers fail to respond to IRS notices. We can negotiate a payment alternative to stop future garnishment and levies, and sometimes even get. Refund of movies taken if it causes a sever hardship. |
$ 200.00 |
Payroll Tax and Trust Fund Recovery Issues If your business pays employees through payroll and fails to turn over the money withheld from your employees paychecks, the key employee may be held responsible for the unpaid tax and penalties. The key person can be the owner, officers, managers, or bookkeeper... anyone with control over what order items get paid. This is a serious tax matter because failing to turnover payroll taxes withheld is akin to theft. We can represent targeted persons and defend them from key person status or help find a collection alternative to resolve the taxes owed. |
$ 200.00 |
Taxpayer Representation We can help you answer those letters from the IRS or NYS even if we didn’t prepare your return. We are experienced in protecting your rights in Audits, Collections, and Appeals. We are experienced in working through the most complicated issues including tax liens, wage garnishment, and innocent/injured spouse relief. We generally charge an hourly rate, but when a retainer is required, we work at a lower rate, |
$ 200.00 |
Audit Representation and Management | |
Menu Item | Price |
Pre-Examination Analysis/Risk Management Will will review your audit case with you and give you our impression on resolution. It’s unrealistic to expect to get though an audit without owing something, but we will help identify areas of risk and work to narrow the scope of the exam and mitigate the risk of expansion.its our job to protect your rights as a taxpayer and and either prove your compliance, or get you back into compliance. We often require retainers for these kinds of engagements, and work off the fee at $150/hr. |
$ 200.00 |
Examination Management We stand in your shoes during an audit to minimize the time the taxpayer would have to appear or answer questions directly to the IRS. We have experience managing the exams, compiling, and presenting documents to examiners to help them get through the exam more quickly. Our goal is to get to the finish line doing the least harm. Examination that get stalled often end up expanding and create harsher results. We require a retainer for these services and work off at a rate of $150/hr. |
$ 200.00 |
Bookkeeping | |
Menu Item | Price |
Annual Clean-up of Books We will review your Profit and Loss Statement and Balance Sheet and correct any obvious error or omissions that we are aware of. Generally we want to make sure wages and employment taxes ties into what is reported to the IRS and remove any personal expenses that may have been charged as a business expense. |
$ 65.00 |
Set-Up Payroll We can help get your payroll set up in quickbooks or any other system. |
$ 65.00 |