About
We are a small boutique firm, handling all types of tax situations from personal returns to corporate. As well as helping clients get "caught up" on past filing or tax notice issues.
Getting to know my clients, since we are relatively small you can count us knowing your name and your situation.
Highlights
Payment methods
Reviews
Joe H.
Charsha B.
Brad S.
Brad S.
Patrick K.
Gregory W.
Frequently asked questions
What is your typical process for working with a new customer?
Contact by phone to schedule meeting/or discuss current tax needs. Then we will set up an account in Canopytax where they are then directed to create there own unique login.
This is where they can upload all there tax documents and they will be stored for recall any time they are needed. When we upload a file, they will be notified that its ready for them to review.
Depending on the complexitiy of there return, turn around can be just a day or two.
What education and/or training do you have that relates to your work?
CPA, William O'Connor has been practicing in the field for more than 30 years. We have attained Quickbooks Pro Advisor Status. And continually attend Continuing Education programs to stay up to date on financial matters.