O’Leary Tax is committed to assisting our clients in navigating the complexities of taxation and compliance in order to maximize their wealth and prepare for life events.


We are a relationship based firm
We work with our customers to prepare them for life events such as marriage, children, education planning, business formation, retirement, and estate planning. These goals are reviewed on an annual basis to monitor and adjust to serve our clients’ current and future needs.

Tax Preparation Services

Individual

Our experienced tax professionals prepare the Form 1040, US Individual Income Tax Return. This includes, but is not limited to, schedules for sole proprietors, farmers, rental property owners, and investors.

Estate and Trust

Our experienced tax professionals prepare estate tax returns (Form 706) and fiduciary income tax returns for trusts and estates (Form 1041). Upon a taxpayer’s death, a personal representative/executor or selected family member will be responsible for filing the decedent’s final income tax return, and possibly an estate tax return, estate income return or trust tax return. Please call us to assist you in this process.

Business Services

Our experienced tax professionals prepare Partnership, S Corporation, and Corporation income tax returns.   We offer bookkeeping and payroll tax services, as well as Sales & Excise tax preparation.

IRS Where’s My Refund – https://www.irs.gov/refunds

IRS Pay Your Taxes or Estimates – https://www.irs.gov/payments

IRS Child Tax Credit Portal Update – https://www.irs.gov/credits-deductions/child-tax-credit-update-portal

IRS View your Account or Order a Transcript – https://www.irs.gov

Oregon Where’s My Refund, Payments, Account Viewing – https://revenueonline.dor.oregon.gov/tap/

City of Portland/Multnomah County Arts, Personal, and Business Tax information and payment – https://pro.portland.gov/

Washington Department of Revenue B&O – https://secure.dor.wa.gov/home/

Terry in the News

Working in Clark County: Terry O. Bakker, tax consultant at O’Leary Tax Service

No one wants to think about taxes right now, especially as the nation gets a glimpse of post-pandemic life.

Read about how OLeary operations were affected in The Columbian.

Do you have any questions?
Feel free to contact us anytime.

1610 C Street, Suite 100
Vancouver, WA 98663
360-699-0681
M-Th 9am - 4pm
Fri: By Appointment