Business Details
36 Years
experience
Trusted CPA Services in Port Jefferson Station & St. James, NY
O'Hara & Company & Company has been serving individuals, families, and small businesses across Suffolk County for over 25 years. Our CPA firm delivers professional, one-on-one service rooted in trust and approachability, with offices in Port Jefferson Station and St. James, NY. We specialize in customized tax and accounting solutions, from individual tax preparation to business advisory services and complex tax resolution cases. Our team of CPAs, Enrolled Agents, and accounting professionals prioritizes personalized attention, combining deep technical expertise with a commitment to simplifying financial matters. We hold ourselves to high standards of professionalism, staying current with tax law changes and industry best practices to ensure accurate, compliant service.Our clients benefit from year-round availability, transparent communication, and a focus on long-term financial planning. With a reputation built on word-of-mouth referrals and multi-generational client relationships, we pride ourselves on being more than number cruncherswe are trusted financial partners. Our local roots and community focus enable us to provide insights tailored to the specific needs of Long Island residents and businesses. We emphasize clarity in explaining complex financial matters and maintain a responsive approach to client needs, ensuring timely support whenever challenges arise.
Services
Individual Tax Preparation
Tax Planning for Individuals
Bookkeeping Services
Payroll Tax Services
New Business Formation
Nonprofit Accounting Services
Tax Resolution Services
Tax Representation
Payroll Tax Problem Resolution
Sales Tax Audits
Details
- Year established: 1990
Highlights and features
- We offer over 25 years of experience in accounting and tax services across Suffolk County.
- Our team includes CPAs and Enrolled Agents with specialized expertise in tax resolution.
- We provide year-round availability for tax and accounting support, not just during filing season.
- Our personalized approach tailors solutions to each client's unique financial circumstances.
- We maintain deep local knowledge of Suffolk County business and tax environments.
Services
Tax Resolution Services
Our tax resolution services help individuals and businesses resolve IRS and New York State tax issues. We specialize in audit representation, back tax filings, payroll tax problems, and IRS debt settlement. With experienced CPAs and Enrolled Agents, we negotiate payment plans, penalty abatements, and offers in compromise while maintaining strict compliance with tax regulations.
Bookkeeping Services
We provide comprehensive bookkeeping services for small businesses, maintaining accurate financial records through monthly reconciliations and QuickBooks support. Our CPA-supervised team ensures proper income/expense categorization, accounts receivable/payable tracking, and sales tax reporting. We offer catch-up bookkeeping and customized financial reporting to support informed business decisions.
Payroll Tax Services
Our payroll services handle all aspects of employee compensation and tax compliance. We manage gross-to-net calculations, tax withholdings, direct deposits, and required filings including Forms 941, 940, W-2s, and 1099s. We ensure compliance with New York State payroll regulations and provide year-end tax reporting while integrating payroll with accounting systems for accurate financial reporting.
Individual Tax Preparation
We prepare federal and New York State individual tax returns with a focus on maximizing deductions and ensuring compliance. Our services include handling complex situations like property sales, estate inheritances, and fiduciary tax filings. We offer year-round tax planning advice to help individuals optimize their tax position and avoid surprises during filing season.
Business Accounting Services
Our business accounting services support small and mid-sized companies with bookkeeping, financial reporting, and advisory services. We provide outsourced CFO services, budgeting assistance, and industry-specific accounting solutions for contractors, retailers, and nonprofits. Our team handles sales tax compliance, QuickBooks implementation, and financial statement preparation to support business growth and decision-making.
People
Joseph M. O'Hara
Founder
Joseph O'Hara & Company & Company is a Certified Public Accountant, IRS Enrolled Agent, and Certified Financial Planner with over 25 years of experience. He holds advanced degrees in taxation and accounting, and specializes in tax resolution and IRS representation.
Nancy Umanzor
Senior Accountant
Nancy Umanzor is an Enrolled Agent with nearly a decade of experience at O'Hara & Company & Company. She manages complex tax returns and represents clients before tax authorities, combining technical expertise with personalized client service.
Anthony Chong
Accountant
Anthony Chong is an Enrolled Agent specializing in payroll tax compliance and corporate tax preparation. He manages monthly payroll tax returns and provides comprehensive accounting support to business clients.
Olivia Ruiz
Accounting Assistant
Olivia Ruiz supports tax and bookkeeping services while pursuing advanced degrees in accounting. She assists with return preparation and client bookkeeping, contributing to efficient service delivery.
Daniel Calderon
Accounting Assistant
Daniel Calderon provides bookkeeping support while completing his accounting education. He assists with client financial records and accounting functions, bringing fresh perspective to the team.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll management, financial reporting, sales tax compliance, and outsourced CFO services tailored to small businesses in Suffolk County.
How can you help with IRS tax problems?
Our tax resolution services include audit representation, back tax filings, penalty abatement, and IRS payment plan negotiations handled by CPAs and Enrolled Agents.
Do you offer year-round tax support?
Yes, we provide tax guidance throughout the year for individuals and businesses, not just during tax season.
What areas do you serve?
We serve Port Jefferson Station, St. James, Smithtown, Nesconset, and all Suffolk County communities from our two Long Island offices.
Can you help with QuickBooks setup and support?
Yes, we offer QuickBooks setup, training, and ongoing support to ensure accurate financial management for businesses.
