Tax Planning and Preparation

Barbara J. O’Leary, LLC, has been offering tax preparation in Alexandria, VA since 1996. Barbara specializes in offering personalized Alexandria tax services and tax consulting on a one-on-one basis. Barbara is an Enrolled Agent, Certified Estate Planner, Certified Employee Benefit Specialist, Master Certified Estate Planner, and Registered Financial Consultant.

Barbara understands that tax planning, preparation, and problem resolution can be intimidating processes. She is committed to putting you at ease and ensuring that you don’t pay a penny more in taxes than the law requires. Barbara’s services are tailored to address your concerns and can give you peace of mind about your tax return, no matter how complex it may be.

Alexandria Tax Services

Our Alexandria tax services are convenient, flexible, and customized to fit your needs. We offer a variety of tax preparation services, some of which include:

  • Delinquent tax returns
  • Multi-state returns
  • E-filing

Put the Tax Pro to Work for You

Barbara O’Leary started her career as a financial planner before offering tax prep in Alexandria. She prides herself on attention to detail, personal service, and one-on-one tax planning meetings.

As an enrolled agent, Barbara is qualified to handle any number of tax matters and licensed by the U.S. Treasury Department to practice nationally. According to the National Association of Enrolled Agents (of which Barbara is a member), enrolled agents are “America’s Tax Experts.” Enrolled Agents are bound by a code of ethics and professional conduct. They specialize in taxation and have unlimited rights to represent taxpayers before the IRS.

Whether you’ve procrastinated doing your taxes, or want to make sure that you comply with all tax laws without overpaying, put the tax pro to work for you.

Appointments by Telephone and at Our Alexandria Tax Services Office

Whether you need tax services in Alexandria, VA or live in another state, we can help.  We offer appointments over the phone, in person, or via electronic communications methods. Contact us today to schedule a free initial consultation and ask about our limited-time, 10 percent discount for new clients. We are conveniently located in the Landmark section of Alexandria, VA.