Tax Preparation

Who I Am

By The Book Taxes specializes in hands-on, personalized tax preparation and client representation. So, there’s only me, Michael O’Leary. I will give your tax return individualized attention all the way through – initial interview, preparation, and final review.

We talk

When you call for an appointment, we’ll talk about your current situation (job, kids, mortgage, other income, self-employment). Armed with that information, I will tell you what tax forms you need to file and what information you should bring when we meet (like all the envelopes marked “important tax document enclosed”).

We meet

When we get together, I’ll ask more questions to be sure you get all the deductions and credits you qualify for. Then I’ll prepare your tax returns and review with you before e-filing. Both of us sign; I sign as your tax preparer, registered with the IRS.

Should you owe the government, I can help you get on a payment plan. Should you get a state refund, I’ll remind you next year that you may have to include that as income. In either case, we’ll discuss how to correct that situation by recalculating your withholding and/or estimated quarterly taxes.

I eFile

After that, everything is quick and easy because I’m authorized to e-file federal and all 43 state income tax returns. Registration, by the way, requires passing personal and financial background checks and submitting fingerprints. In addition, I carry professional liability insurance.