Alexandria Tax Preparation and Planning Firm Launches New Website Packed with Financial Guidance and Tax Information

February 18, 2014 (PRLEAP.COM) Business News
Enrolled Agent, Barbara J. O'Leary, has announced the launch of a new, client-focused website, created to guide users though common, and some not-so-common, financial concerns. O'Leary's firm is utilizing their website to educate the community on how a knowledgeable tax planner can help manage your finances in order to better plan for your future and properly plan your estate. The website includes numerous financial guides, as well as a set of financial calculators to plan for college, investments, retirement and more.

"When I launched our new website, I wanted to use it to provide resources that just about anybody could benefit from. Whether you're planning for college, planning your retirement, or planning your estate, there is financial advice for everyone on our site," O'Leary said.

The website possesses interactive attributes including tax estimators and a free tax organizer to help visitors make better informed decisions about tax processing and financial planning. Current and prospective clients now have access to investment strategy guides, tax strategies for business owners and individuals, IRS forms and publications, and other informative content when they visit the website. Some of the services offered by Barbara J. O'Leary include:

  • Tax Preparation and Planning
  • Estate Planning
  • Individual Taxpayer Identification Numbers

  • "Web technology is changing the way we all do business. Everybody knows this. But, what I love most about this technology is that it actually allows me to provide an extra layer of service to my community with practical financial advice and tools to help you build and keep more of your wealth," O'Leary said.

    About Barbara J. O'Leary, LLC:

    Barbara J. O'Leary is an Enrolled Agent and has been in the financial services field since 1988. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

    Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. In addition to the Enrolled Agent, she also holds the following Professional designations:

  • Certified Employee Benefit Specialist
  • Certified Estate Planner ®
  • Master Certified Estate Planner ®
  • Registered Financial Consultant

  • She has served in various capacities with the following associations:
  • Past President of the National Capital Chapter of the International Society of Certified Employee Benefit Specialists
  • Past Treasurer of the American Business Women's Association

  • She is a member and/or associated with the following professional organizations:
  • National Association of Enrolled Agents
  • Virginia Society of Enrolled Agents
  • National Association of Tax Professionals
  • National Institute of Certified Estate Planners
  • Network Advisor with The Estate Plan

  • For more information, please visit the website at

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