Patrick O'Hara, EA

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

845-242-2151 Click to dial

Rated 5/5 (4 Recommendations)
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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
  • Online Social Profiles
  • Phone Number
  • 845-242-2151
  • 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 Recommendations


Submitted by Jayson Payne on Sunday, Jan 24, 2016

very qualified and knowledgable

I found Mr. O'Hara on Thumbtack, and then found this listing when I Googled his name. I was very impressed with his credentials. When I spoke with him on the phone I asked him how he secured client data, as I was concerned about identity theft. I was impressed he understood my concerns and provided me with enough information that I felt I had no worries. He prepared my return while I waited and went over it with me. The only thing that would have made the experience better would be if he would have come to me and emailed me my return when it was done like my past preparer.

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Submitted by Mary on Monday, Jan 04, 2016

He helped me when no one else would

I was trying to renew my health insurance and they wouldn't renew it because I did not file my 2014 tax return. I called about 5 places between Christmas and New Years and no one would take my business until the Middle of January. Patrick opened up his office on Saturday 1/2/16 and prepared my returns so I could sign up for health insurance today. He was kind and very patient, and even gave me some good advice. His fee was very reasonable considering what he did for me.

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Submitted by Michael on Sunday, Jan 18, 2015

Now I can Relax

I had not filed a tax return since 2004. I tried working with two different CPAs, and just could not get it done. I started getting bills and threatening letters from the IRS and I just stopped opening them. Finally last year, the IRS levied my IRA -- the only savings I had left. I was referred to Pat O'Hara shortly thereafter and he was able to get the IRS to stop collection action. He helped me get all of my back returns from 2005-2013 filed and it reduced the amount the IRS said I owed in tax, interest, and penalties. Most importantly, he was able to get me into a Voluntary Disclosure program with NYS, where they accepted my last three years returns in exchange for my promise to remain compliant going forward. Although I still owe a lot in tax, he had me put in a uncollectable status and I have a couple months to make payment arrangements. He said that he believes that we may be able to make an offer for less than the full amount owed and that the IRS should accept that.

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Submitted by Betty Joe on Tuesday, Jan 06, 2015

Best Tax Guy

We have been using Patrick to prepare our taxes since 1990, before he had his big practice. He always tells us that we were one of his first 5 clients. He has filed our returns, helped US plan for our retirements, answered our questions about our investments and social security, and he even checks in on us throughout the year to make sure we are OK. He treats us like family, and we treat him the same.

  • Overall

  • Service

  • Responsiveness

  • Expertise

  • Results

  • Communication Skills

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