Tax & Financial Services
Your financial compass
Kevin O'Reilly, Principal, is an Enrolled Agent and Certified Acceptance agent. Visit our site for more information. We can represent you in front of the IRS. We can also help you get a ITIN to help with immigration issues. We have a lot of experience on all types of taxes to include personal, business, fiduciary, trusts, estates, and non-profit returns. Try us and you will see why others are loyal customers.
At Emerald Advisor Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
