Founder and CEO.
The Tax Alternative Group, LLC is principally owned and operated by Patrick O’Hara, Enrolled Agent. Patrick brings over 25 years of experience to both tax and financial planning services. Patrick is a graduate of the prestigious National Tax Practice Institute (NTPI) and was awarded the title of “Fellow” in 2012. He was also awarded Membership in the American Academy of Tax Practice (AATP) in 2015. He currently specializes in Taxpayer Representation before the IRS and state tax authorities in audits, collections, and appeals, and provides Comprehensive Tax Planning for qualified taxpayers. Look for his business profile on Facebook, peer reviews on LinkedIn, or followers on Twitter.
PROFESSIONAL GROUPS AND ASSOCIATIONS
Patrick served as a Director on the Board of the New York State Society of Enrolled Agents (NYSSEA) from 2012-2014. He is also the President and Founder of the Mid-Hudson Valley Chapter of NYSSEA. He also holds membership in the National Association of Enrolled Agents (NAEA), National Association of Tax Professionals (NATP), the New York-Connecticut Association of Tax Professionals (NY/CT ATP), Dutchess County Chamber of Commerce, and the Clinton Business Association.
Aside from advocating for his clients, Patrick has advocated for taxpayer rights before lawmakers on Capitol Hill in Washington, DC and the New York State Assembly and Senate in Albany, NY. In 2012, 2013, and 2015, Patrick represented the National Association of Enrolled Agents (NAEA) as one of 100 nationwide tax professionals invited to talk policy with lawmakers on Capitol Hill, speaking with New York Congressmen and Senators about the impacts of the overly complicated and rapidly changing tax policy, especially on those with the least ability to pay. His message to Congress focused on simplifying and stabilizing the tax code so taxpayers can take advantage of long-term tax planning, and the need to strengthen taxpayer rights. He also discussed how unscrupulous unlicensed preparers take advantage of unsuspecting taxpayers and advocated for minimum competency testing for paid tax preparers.