Ohara & Associates LLC

Tax Resolution For Your Freedom to Live Life

Tax preparation in San Jose, CA (show on map)

5.0

★★★★★

9 reviews

Ohara & Associates LLC in San Jose, CA provides tax resolution and IRS representation services including offers in compromise, installment agreements, and audit defense.

Call (408) 684-8505

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About

Ohara & Associates LLC in San Jose, CA provides tax resolution and IRS representation services for individuals and businesses dealing with IRS tax issues. The firm handles collections, offers in compromise, installment agreements, IRS tax levies, federal tax liens, payroll tax liability, audit and examination, bankruptcy tax issues, and innocent spouse relief.

Dan Ohara is the business owner, an Enrolled Agent with certifications as a Certified Tax Representation Consultant and Certified Tax Resolution Specialist. The firm also represents taxpayers with state tax issues including FTB, CDTFA, and EDD matters.

Enrolled Agent with federal unlimited IRS representation rights

Certified Tax Representation Consultant and Certified Tax Resolution Specialist credentials

Handles both IRS and California state tax authorities (FTB, CDTFA, EDD)

Offers in compromise, installment agreements, tax levy, and lien services

Services

IRS Tax Levy Representation

Representation before the IRS when a notice of levy has been issued, empowering the government to seize property including wages, bank accounts, and other assets.

IRS representation Asset protection guidance Levy release assistance

Offer in Compromise

Settlement of tax debt for less than the full amount owed. The firm helps clients prepare a thorough offer with complete documentation to maximize acceptance probability.

Lump sum and periodic payment options Complete documentation preparation 6-month average evaluation time

Installment Agreements

Payment plans allowing taxpayers to pay off tax debt over time. Four types available: Guaranteed, Streamlined, Regular, and Partial Pay agreements.

Guaranteed agreement (under $10k) Streamlined agreement (under $50k) Regular and Partial Pay options

Federal Tax Lien Services

Assistance with Notice of Federal Tax Lien filings and seeking discharge, withdrawal, or subordination of liens through CDP hearings.

NFTL response CDP hearing representation Lien discharge/subordination

Tax Preparation

Tax return preparation and filing services to get taxpayers into compliance for moving forward with IRS resolution and to avoid defaulting on agreed resolutions.

Compliance preparation Filing services

Payroll Tax Liability Resolution

Resolution services for business payroll tax issues including quarterly filings and IRS payroll tax disputes.

Payroll tax resolution Quarterly filing assistance

Credentials & Certifications

Enrolled Agent (EA)

Certified Tax Representation Consultant

Certified Tax Resolution Specialist

Reviews

Rating

★★★★★

Reviews

"He filed an offer of compromise which nearly eliminated my tax liability."

Frequently Asked Questions

What tax problems does Ohara & Associates LLC help resolve? +

The firm helps with collections, offers in compromise, installment agreements, IRS tax levies, federal tax liens, payroll tax liability, audit and examination, bankruptcy tax issues, and innocent spouse relief.

How does Dan Ohara represent clients before the IRS? +

Dan Ohara is an Enrolled Agent, a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals.

What is an Offer in Compromise? +

An Offer in Compromise is a settlement for payment of tax debt for less than the full amount owed. Dan Ohara helps clients prepare thorough offers with complete documentation to maximize acceptance probability.

What types of installment agreements does Ohara & Associates offer? +

Four types: Guaranteed (for taxes under $10,000, paid within 3 years), Streamlined (for taxes under $50,000, paid within 72 months), Regular (requires Form 433A/433B documentation), and Partial Pay agreements.

Does Ohara & Associates handle state tax issues? +

Yes, the firm represents taxpayers with state income tax issues with the Franchise Tax Board (FTB), sales tax with the California Department of Tax and Fee Administration (CDTFA), and employer tax with the Employment Development Department (EDD).