By The Book Taxes
About
I provide a combination of tax expertise and personalized sevice at a fair price which equals the best value for tax preparation and tax resolution services in lower Fairfield County, CT.
As an Enrolled Agent (EA), I have a federal license to represent clients from all states in all tax matters before the IRS and Department of Treasury. I can also represent clients with their state tax problems too.
Here are all my links:
https://bythebooktaxes.net/
https://www.youtube.com/channel/UCd1YZmZe8QBmiU6ar9exEbA/videos
https://www.linkedin.com/in/michael-o-leary-ea-b4865a9/detail/recent-activity/
https://www.facebook.com/Mikeo24/
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
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”).
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.
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.
What education and/or training do you have that relates to your work?
I am an Enrolled Agent (America's tax experts) with 10 years experience preparing tax returns. I have also been an accountant for 30+ years and earned an M.B.A. degree in C.P.A. Accounting from Long Island University in Brooklyn, N.Y.