1610 C Street, Suite 100
Vancouver, WA 98663
360-699-0681
Mon - Th: 9am - 3pm
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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.
Helpful IRS and State Links
IRS Where’s My Refund – https://www.irs.gov/refunds
IRS Pay Your Taxes or Estimates – https://www.irs.gov/payments
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.