Individual & Family Tax Services
Tax Services for Individuals & Families in Suffolk County
At O’Hara & Company CPA, we know personal taxes are rarely simple—especially when life changes, families grow, or rules shift. Whether you’re filing your return, handling a family estate, or planning ahead for next year, we’re here to make the process clear and worry-free. Our local team serves individuals across Port Jefferson Station, St. James, and all of Suffolk County.
Personal Taxes Aren’t One-Size-Fits-All
We work with individuals and families at every stage of life—from first-time filers and homeowners to retirees and those managing complex estate matters. Our goal is to simplify the tax process while helping you stay compliant, maximize deductions, and make informed financial choices.
Whether you’ve received a 1099, sold property, inherited assets, or just want peace of mind at tax time, our CPAs and Enrolled Agents provide year-round guidance that’s as personal as your situation.
Individual Tax Preparation, Done Right
Preparing your personal tax return shouldn’t feel overwhelming. We handle federal and New York State tax filings with care—ensuring every deduction, credit, and form is filed accurately and on time.
Our services include:
E-filing for faster returns
Review of income documents (W-2s, 1099s, K-1s, etc.)
Maximizing itemized deductions and credits
Ensuring compliance with the latest IRS and NYS guidelines
Year-Round Planning for Smarter Tax Outcomes
Good tax results start before April. We offer proactive tax planning designed to help individuals reduce liabilities and prepare for major life events—like getting married, selling a home, starting a business, or entering retirement.
From estimated tax payments to W-4 adjustments and long-term strategy, we’ll help you stay ahead—so there are no surprises at filing time.
Guidance for Trustees, Executors & Fiduciaries
Managing the financial affairs of an estate or trust requires accuracy, transparency, and compliance with fiduciary standards. We help executors and trustees navigate court accountings, asset distributions, and financial reporting—while keeping everything clear, compliant, and properly documented.
Tax Filing Support for Estates & Trusts
Filing IRS Form 1041 or managing estate tax returns can be overwhelming during a difficult time. We handle fiduciary tax filings with accuracy and compassion, ensuring beneficiaries are informed and tax deadlines are met. Whether it's a one-time estate or an ongoing trust, we provide the tax expertise you need.