About Us

About our Alexandria Tax, Estate, and Financial Planning Firm

At Barbara J O’Leary, LLC, we are a Tax-Accounting firm that provides services devoted to making a difference in your financial life. Our goal is to exceed expectations through our desire to anticipate and fulfill your needs. We offer a range of services, from tax preparation and planning, to IRS representation and estate planning. Our Alexandria EA is located in the Landmark Section and offers years of expertise and reasonable prices. She believes that her success is a result of your success.

Comprehensive Tax and Estate Services

We offer an in-depth consultation where we learn more about you and your specific financial and estate needs. Tax planning and preparation services can be confusing and stressful, but our Alexandria EA has the skills and expertise to solve your tax problems and minimize liabilities. Whether you’re a small business owner, or are looking for guidance on individual taxes, Barbara J O’Leary, LLC is here to provide services that make tax season simple. Understanding that tax laws are different in every state, and that federal regulations can change, our Alexandria EA has the training and skill to offer educated tax preparation — no matter what state you’re located in.
Preparing for the future isn’t just about planning for the coming tax season. Long-term financial considerations also include estates, wills, and trusts, which can be taken care of by our Master Certified Estate Planner. Barbara is dedicated to assisting you in formulating the right plan for the peace of mind you deserve, and to make the right decision for your estate and your family. Barbara works with a licensed attorney to set up your estate plan.

Committed Service

Barbara J O’Leary, LLC has invested time and resources into professional education to provide quality services for her clients. Not only is Barbara an Enrolled Agent, but she is also a Certified Employee Benefit Specialist, Certified Estate Planner, and a Registered Financial Consultant. If you’re a small business owner, non-resident alien who needs to file a US tax return, moved in the prior year and need to file two part-year state returns, worked in another state and need to file a non-resident tax return, or head of a family looking to ensure the future of your assets, our Alexandria EA is dedicated to providing personal attention to each client.  Barbara believes in the value of relationships, and truly desires to provide the personal assistance and assurance that aids in your success.

Contact our Alexandria EA

Barbara J O’Leary, LLC is here to provide personal and business financial services that help you prepare for the future, from financial consulting services, to simplifying non-resident taxes if you’re a non-resident alien or live in another state. We are accessible via phone, email, or fax, and are here for you. For more information about our tax and estate planning services, contact our Alexandria firm today!