Broker Check

Tax Services

Tax Planning & Preparation

We take a proactive approach to your taxes all year long, keeping current on new laws and legislation and planning accordingly to minimize your liabilities at tax preparation time.

Tax Agency Representation

If it becomes necessary, we're fully qualified to properly represent you before the IRS and other tax agencies. David O'Neill is an Enrolled Agent, and Tim O'Neill is a Certified Public Accountant.


We specialize in helping businesses operate smoothly and efficiently. You can count on O'Neill for professional preparation of business tax returns and personal financial statements.