O'Hara & Company CPA, Accountants & Consultants

O'Hara & Company CPA, Accountants & Consultants No annoying tax professional lingo. Just straight, authoritative and friendly expert advice at a neighborhood rate. There is no cost or obligation to this offer!

My name is Joseph O’Hara, and I am a CPA and Enrolled Agent with the IRS. My firm specializes in small to medium size businesses, and all of their tax and accounting needs. We also specialize in tax resolution and all IRS issues. A few years ago I wanted a way to give back to the community, so I developed the “Comparison Program”. Once a year we select a few local businesses and offer them a chance to throw a second set of eyes on any tax papers 3 years back to now.

The deadline for Q3 estimated tax payments is September 15, 2026. This payment is based on income earned from June 1, 20...
09/03/2026

The deadline for Q3 estimated tax payments is September 15, 2026. This payment is based on income earned from June 1, 2026, through August 31, 2026. For those who make these payments, staying current can help minimize potential penalties and make year-end filing more manageable.

If you would like assistance confirming the amount to pay or reviewing payment options, please contact our office. We are happy to help.

08/18/2026

August often brings a natural pause. It marks the stretch just past the halfway point of the year, where we reflect on what’s working and what’s growing. For many business owners, that reflection leads back to one key area: the people who make everything possible.

The most successful businesses are rarely built on systems or strategies alone. They are built on people who feel supported and valued, and are continuously developing. When you invest in your team, your clients, and the relationships that matter most, the results tend to take care of themselves.

As we move through this month and look ahead to what is next, we want to hear from you: What is one way you are investing in your people or your relationships this August? Share it in the comments. We would love to cheer you on!

If you have a child heading to college, there are a number of tax considerations that may come into play — many of which...
08/13/2026

If you have a child heading to college, there are a number of tax considerations that may come into play — many of which overlap in ways that can be easy to miss.

So, with that in mind, our team wanted to share a quick breakdown of key considerations to help you stay informed. Swipe for more information.

When college expenses are involved, tax considerations rarely stand alone. Dependency status, credits, 529 plans, scholarships, and student income all interact. Reviewing these elements together can help you make more informed decisions and avoid surprises.

Our team is here to help guide you. Give us a call today, and we can get started.

If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be wort...
08/04/2026

If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be worth a fresh look.

These plans are no longer viewed only as a college savings tool. Depending on the circumstances, they can help cover college costs, certain K–12 expenses, and even some apprenticeship or credentialing expenses, while still offering valuable tax advantages when the funds are used for qualified education purposes.

Swipe for a couple of frequently asked questions about 529 plans and what those considering them need to know.

If you have questions about whether a 529 plan makes sense for your family, please reach out to our team. We would be happy to help you think through your options.

Summer is the season for slowing down and enjoying the moment. However, as you soak up the sun, your finances are still ...
07/22/2026

Summer is the season for slowing down and enjoying the moment. However, as you soak up the sun, your finances are still shifting and evolving.

Whether you’ve started a new job or side hustle, made a big purchase, or are going through a major life change this summer, these things can all shift your tax picture in ways that are much easier to manage now than they will be later.

Our work doesn’t stop after tax season ends. Give us a call today and let us help you stay ahead of whatever the summer has brought your way.

As July settles in, it is a natural time to embrace what this season does best: Invite us to slow down.Rest is not the a...
07/16/2026

As July settles in, it is a natural time to embrace what this season does best: Invite us to slow down.

Rest is not the absence of productivity but a key part of what makes it sustainable. Whether you indulge in a quiet moment outside, a slower morning, or any other sort of small break, those moments are not wasted — they are worthwhile.

As we move through this month, what is one way you are allowing yourself to rest and recharge this summer? Feel free to share it in the comments. We would love to hear what that looks like for you.

A summer move can feel like a fresh start: new place, new routines, new responsibilities. And once tax season rolls arou...
07/14/2026

A summer move can feel like a fresh start: new place, new routines, new responsibilities. And once tax season rolls around, that move can also create a few new loose ends if you don’t keep track of the right details now.

So with that in mind, we wanted to share a few key areas to focus on if you’ve moved over the summer. Swipe for more information.

After a move, it’s a good idea to check in on your tax situation with a tax professional. I am here to help you determine if your responsibilities have changed and help you avoid a tax surprise next year. Just give me a call or reply to this email, and we can find a time to connect.

Business travel can create valuable tax-saving opportunities but only when expenses are properly tied to a clear busines...
07/09/2026

Business travel can create valuable tax-saving opportunities but only when expenses are properly tied to a clear business purpose.

Our team is sharing a helpful overview of travel costs that may qualify, so businesses can plan ahead, stay organized, and avoid surprises at tax time. Swipe through to learn more.

If you have questions about tracking deductible travel expenses, we are always here to help. Give us a call today, and we can find a time to connect.

Behind every smooth-running business are bookkeeping and payroll tasks that are handled with care. These behind-the-scen...
06/24/2026

Behind every smooth-running business are bookkeeping and payroll tasks that are handled with care. These behind-the-scenes details may not always be visible, but they play a big role in keeping everything on track.

We’re here to help business owners keep their books organized, keep payroll running smoothly, and feel confident in their numbers.

If you’re looking for help with your bookkeeping and payroll, don’t hesitate to reach out to our team.

Happy Father's Day to all the fathers and father figures who show up with dedication, patience, and purpose.The day is a...
06/21/2026

Happy Father's Day to all the fathers and father figures who show up with dedication, patience, and purpose.

The day is a chance to honor the dads and father figures who have taught us life lessons, made us laugh, and shown us what dedication looks like.

To those celebrating, being celebrated, or honoring the memory of someone who shaped your journey, we wish you a meaningful day filled with appreciation.

Address

812 Hallock Avenue
Port Jefferson Station, NY
11776

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 12pm

Telephone

+16314034283

Website

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