Patrick O'Hara, EA

Tax Preparer
Tax Strategist, Enrolled Agent, Taxpayer Representative at Tax Alternative Group, LLC
Poughkeepsie New York 12603

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"Tax Strategies for Today!"

Contact Details

  • Business
  • Tax Alternative Group, LLC
  • Logo
  • Tax Alternative Group, LLC Company Logo by Patrick O'Hara, EA in Poughkeepsie NY
  • Position
  • Tax Strategist, Enrolled Agent, Taxpayer Representative
  • Year Established:
  • 2013
  • Location
  • 695 Dutchess Turnpike
    Suite 202
    Poughkeepsie, NY 12603
    United States

Professional Background

  • Hours of Operation
  • Our Hours are by Appointment Only. We can accommodate most scheduling requests to include early mornings, late evenings, and weekends.
  • Accepted Forms of Payments
  • We accept most major credit cards, ACH Debit, Apple Pay, and PayPal.
  • Fee Structure
  • We offer value billing for our timely filed tax returns. Our average rate is $249 for a 1040/schedule A/state return.Representation and issue driven Tax Planning is billed out at $175/hr. A $1000 retainer is generally required prior to the start of work. Comprehensive Tax Planning with a written Tax Plan is $1500 for individuals; $3000 for Corporations; and $4500 for Partnerships and S Corporations. We guarantee a 300% return on your tax planning investment. We accept cash, checks, and most major Credit Cards.
  • Credentials
  • National Association of Enrolled Agents; New York State Society of Enrolled Agents; American Academy of Tax Practice; American Institute of Certified Tax Coaches; NY/CT Association of Tax Professionals; Dutchess County Regional Chamber of Commerce; Enrolled Agent, Licensed by the US Treasury Department to practice in all 50 states.
  • Honors & Awards
  • Fellow, National Tax Practice Institute
    Member, American Academy of Tax Practice

More About Patrick O'Hara, EA

I solve tax problems! I help small business owners pay less tax and have more money available to reinvest into their business, find money to save for retirement, or just have more money to do the things they want to do.

I work with building contractors, farmers, wine makers, caterers, small manufacturers and craftsman and show them how to take advantage of tax incentives that most tax professionals miss or don’t understand how to apply.

Too many clients come to me because they are in trouble with the IRS or state tax authorities. Most small businesses get into tax trouble because they don't plan to pay less tax and don't know how to take advantage of provisions in the tax code. I became a Certified Tax Coach to help my clients reduce their tax burden before they get into trouble.

In my 24 years helping people solve tax problems, I have seen more workers become small business owners. Many of these businesses owners are stunned to find they end up paying 50% or more in tax on their hard earned income. I develop tax savings strategies that best utilize deductions, credits. and loopholes. Many find tax savings of $10,000 or more in the first year. My clients have found that good tax planning is life changing, and sets small business owners onto the path to greater profitability and financial security.

Unlike most tax professionals, I take the time to learn my clients business and see firsthand how they earn their income. I review prior year returns and put together a comprehensive tax plan with multiple strategies to reduce their income taxes and mitigate the risk of audit. I also help my clients choose the best strategies and implement them to see an immediate return on their tax planning investment.

My firm is dedicated to your success. 

We prepare tax returns for individuals;  small businesses -- partnerships, S corporations, and c corporations; Trusts and Estates; and small not for profits.

Do provide bookkeeping services, payroll services, and sales tax returns.

If you would like to learn more about me or my business, look for me on LinkedIn or Google "Tax Alternative Group, LLC". You are also welcome to sign up for my free weekly Personal Strategy Notes at https://taxpro.leadpages.co/0634-o-hara-tax-pers-06-2015/

My office number is (845) 242-2151 and my web address is http://www.tag.tax

Patrick O'Hara, EA Member Articles


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Patrick O'Hara, EA Blog Articles


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