Ed O'Neill Ltd offers comprehensive tax preparation, consulting, and financial planning services for individuals and corporations, staying updated with tax law changes.
Ed O'Neill Ltd, founded by Edward O'Neill Jr., offers personalized tax preparation, financial planning, and consultation services for individuals and corporations. With a focus on staying abreast of tax law changes and providing tailored solutions, the firm assists clients in retirement planning, insurance needs, education savings, and navigating volatile economic conditions.
Services include tax document review, engagement letters, client information sheets, and secure document submission via portal or email. The firm emphasizes compliance, accuracy, and client communication, ensuring a smooth tax filing process and compliance with IRS guidelines.
Personalized engagement letters
Secure document upload portal
Comprehensive financial planning services
Expertise in navigating tax law changes
Services
Personal Tax Preparation
Comprehensive tax return preparation for individuals, including document collection, engagement letters, and client information sheets.
Secure document upload portalPersonalized engagement lettersClient information formsIRS compliance guidance
Corporate Tax Preparation
Tailored tax return preparation for corporations, including corporate engagement letters and client information forms.
Corporate engagement lettersCorporate client information formsIRS and state tax filingCompliance with corporate tax laws
Financial Planning and Consultation
Personalized financial planning services, including retirement planning, insurance needs, and education savings.
No, the IRS will NEVER call, text, or email you. If you receive a letter via US mail, upload it to the portal or scan and email it to the firm.
What documents are required for tax return filing? +
Required documents include a clear copy of the front and back of your driver's license and your spouse's driver's license, a copy of a voided check or direct deposit form, signed Personal Engagement Letter or Corporate Engagement Letter, completed Personal Client Information document or Corporate Information document, and any and all tax documents.
How should I submit documents for tax preparation? +
Documents can be submitted via the Secure Pro Portal, email, US Postal Service, FedEx, UPS, or fax at 516.822.6704. If mailing, Fed Ex, UPS, fax, or dropping off documents, complete all internal documents and include a phone number and email address for contact.
What should I do if I sell stock? +
Clients who sell stock are responsible for supplying the cost basis. In prior years, many clients received IRS correspondence with inaccurate stock sales.
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