About Michael K. O'Leary
Michael K. O’Leary is an Enrolled Agent and Certified Tax Resolution Specialist with over 14 years experience in the tax industry, specializing in representing taxpayers before the IRS. He is passionate about helping clients resolve complex tax issues and find manageable solutions to their tax challenges. Whether it’s negotiating payment plans, securing significant tax relief, or addressing audits, he takes pride in relieving the stress that comes with navigating the tax system.
Since founding By The Book Taxes in 2011, he has served hundreds of clients annually and successfully resolved nearly 100 taxpayer cases. Whether you need tax preparation or expert IRS representation, By The Book Taxes is here to guide you every step of the way.
Contact Michael today to get started!
Since founding By The Book Taxes in 2011, he has served hundreds of clients annually and successfully resolved nearly 100 taxpayer cases. Whether you need tax preparation or expert IRS representation, By The Book Taxes is here to guide you every step of the way.
Contact Michael today to get started!
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Connecticut Department of Revenue Services
- New York State Department of Taxation
Reviews
Recommended by
Scott M. Charmoy
Worked on Case Together | Dec 3, 2024
Recommended by
Joel Nowakowski
Served on a Board Together | Dec 4, 2024
Reviewed by
Anonymous
Advised on Unpaid Taxes, Unfiled Tax Returns, Past Due Tax Return, Unfiled Returns - No Balance, Tax Lien, Tax Return Mistake |
Dec 4, 2024
Reviewed by
Anonymous
Advised on Unpaid Taxes, Past Due Tax Return |
Dec 3, 2024
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Notice of Determination
- Trust Fund Recovery Penalty
- Notice of Deficiency
- Passport Issues
- Cryptocurrency Issue
- Spousal Tax Issue
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Warrant
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- CAP Hearing
- CDP Hearing
- Business Tax Preparation
- Trust Tax Preparation
- Estate Tax Preparation
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- Bankruptcy
- Fraud Examination Support
- 4180 Interview Support
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- CSED Analysis
- Pro Se Tax Court Petition
- IRS Transcript Analysis
- Tax Consultation Service
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Offer In Compromise
- Individual Tax Preparation
- Business Tax Preparation
- Amend Tax Returns
- Appeals Support
- Audit Support & Defense
- Innocent Spouse Relief
- Estate Tax Preparation
- Bankruptcy
- Tax Amnesty
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Innocent Spouse Relief
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Hardship - CNC
- Estate Tax Preparation
- Fiduciary (Trust & Estate 1041)
- Tax Appeals
- Tax Amnesty
- Bankruptcy
Tax Types Serviced
Income Tax
Employment/Payroll Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
Estates
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
4/29/2014
Active
Designation & Other Licences
License Type
Certified Tax Resolution Specialist (CTRS)
May 2020
Active
NTPI Fellow (National Tax Practice Institute)
May 2021
Active
Certified Tax Representation Consultant (CTRC)
Aug 2020
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Financial Controller | New England Oil Company, Inc. | Greenwich, Connecticut | Apr 2012 - Dec 2017 |
| Owner | By The Book Taxes | Norwalk, Connecticut | Oct 2011 - Present |
| Managing Director | Bear Stearns | New York City, New York | Oct 1993 - May 2004 |
| Director of Financial Planning and Analysis | Summagraphics Corporation | Seymour, Connecticut | Jul 1990 - Jun 1993 |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Lafayette College | Bachelor's Degree | 1979 |
| Long Island University | Master's Degree | 1985 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| American Society of Tax Problem Solvers (ASTPS) | Member | 2019 - Present |
| National Association of Enrolled Agents (NAEA) | Member | 2018 - Present |
| National Association of Tax Professionals (NATP) | Member | 2012 - Present |
Contact Information
Address
71 East Ave q
Norwalk, Connecticut 06851
Norwalk, Connecticut 06851
In Office Visits
No
Book Appointment
Pricing & Payments
Small Upfront Retainer
Flat Fee Pricing
Contact Me for Details
Venmo
Check
Cash
Zelle
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Other | YouTube | IRS Examinations - Individual Taxpayers | View Publication |
| Other | YouTube | IRS Interest and Penalties | View Publication |
| Other | YouTube | The IRS 10 Year Collection Statute | View Publication |
| Other | YouTube | Withdrawal of a Notice of Federal Tax Lien (NFTL) | View Publication |
| Other | YouTube | How IRS Liens Work | View Publication |
Videos & Photos
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