About
How We Started
As a parent to a wonderful young adult with special needs, I understand firsthand the daily juggling act our families live every single day. Between doctors' appointments, IEP meetings, 504 plans, and daily care, finding time to navigate the tax code, much less maximize savings while protecting vital benefits, is often the last thing on your plate.
That is where I would love to step in as your trusted partner and ally.
Having walked this path myself, I know that thoughtful tax strategies throughout the year can make an incredible difference in your family’s financial peace of mind. As an Enrolled Agent (EA) with over a decade of field audit and compliance experience and more than five years specializing in tax preparation, my goal is to lift the financial weight off your shoulders so you can focus on what matters most: your loved ones.
Every family’s journey is unique, and your tax support should be too. Whether you need reliable annual filing or full, personalized concierge guidance, OTS tailors our services to fit seamlessly into your life. The process is designed to be smooth and stress-free, giving you back precious time while ensuring total compliance, accuracy, and every dollar of savings your family deserves.
Tau O'Sullivan, EA
Your Trusted Tax Partner
What is an Enrolled Agent (EA):
An EA is a person who has earned the privilege of representing taxpayers before the IRS by passing a three-part comprehensive test covering individual and business tax returns.
EAs, like attorneys and certified public accounts (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, or which IRS offices they can represent clients before. Learn More.