Barbara O’Leary is an enrolled agent and experienced tax professional, helping clients in Alexandria for 20 years. With multiple credentials that include Certified Employee Benefit Specialist, Master Certified Estate Planner, our Alexandria EA provides extensive knowledge that not only assists with tax concerns, but helps to manage your personal affairs and financial goals.

As an Enrolled Agent, Barbara J O’Leary, LLC is able to practice nationally, helping clients across the country resolve tax problems with the IRS and regain financial stability. Our passion is to provide diverse tax solutions, trustworthy services, and to make a difference in our clients’ lives.

Tax, Financial, and Estate Planning Services in Alexandria

Whether you’ve procrastinated on filing for taxes, a non-resident working in the United States and need to pay taxes, or are interested in financially preparing for the unexpected, Barbara J O’Leary, LLC provides services that simplify complex tax and financial situations.  Some of our services include:

• Estate Planning & Trusts
• Tax Planning and Preparation
• IRS Representation and Tax Problem Resolution
• ITIN’s for Working Non-Residents

Barbara’s specialty is taxation, which includes experience in preparing tax returns for individuals, non-residents, small businesses, estates, and trusts. For all tax reporting requirements, we to provide collaborative services that help make filing and preparing taxes easy.

With many designations to its credit, Barbara J O’Leary, LLC provides expertise in overseeing the proper planning of your estate and trust to avoid any penalties and probate. Our Alexandria EA is dedicated to helping her clients and cares about their overall financial stability and success.

Let our Alexandria Professionals Work for You – Contact Us

Barbara J O’Leary, LLC offers personal attention and one-on-one services, whether its tax preparation, or estate planning. With our dedication to complex matters, and ability to work across state lines, clients find a reliable source of help and services in terms of getting their financial affairs in order. We offer e-filing, appointments over the phone or in person, and a discounted first initial consultation. Let Barbara J O’Leary, LLC for you and your financial needs – contact our Enrolled Agent in Alexandria today.