Individual & Small Business Tax Returns

• Prepare federal and state tax returns for individuals, sole proprietors, LLCs, and small businesses.
• Ensure compliance with tax laws while maximizing deductions and credits.
• File electronically for faster processing and refund delivery.
• Assist with estimated tax payments for self-employed individuals.
• Guide clients on structuring their income to optimize tax outcomes.

IRS-Certified (AFSP) & Listed in the IRS Directory

• Recognized by the Annual Filing Season Program (AFSP) for tax knowledge and compliance.
• Listed in the IRS AFSP Directory; clients can verify by entering my last name: O'Hanlan.
• Stay up to date on the latest IRS regulations and tax law changes.
• Provide expertise in navigating IRS notices and inquiries.
• Assist clients with understanding their rights and responsibilities under IRS guidelines.

Friendly & Personalized Service

• Offer a stress-free tax preparation experience tailored to each client’s needs.
• Work proactively to minimize tax liability and maximize savings.
• Provide guidance on tax strategies for future financial planning.
• Help small business owners organize financial records to simplify tax filing.
• Offer ongoing support and tax advice beyond the filing season.

Clear & Transparent Communication

• Explain tax matters in plain language—no confusing jargon.
• Provide timely responses to emails and inquiries.
• Break down complex tax scenarios into easy-to-understand terms.
• Clarify how deductions and credits apply to each client’s situation.
• Offer virtual consultations for added convenience.

Understand Before You File

• Walk clients through their tax return before submission, ensuring they fully understand it.
• Highlight key figures, deductions, and credits so clients feel confident.
• Answer any questions about tax implications or potential refunds.
• Provide a final review to avoid common errors or omissions.
• Secure client approval before electronically filing returns with the IRS