Patti ONeill

Patti ONeill

Languages Spoken: English
Prescott, Arizona
TaxCure Rating 1 Reviews
CPA & CPA

About Patti ONeill

Patti loves to fight tax problems and issues. She is passionate about what she does and she enjoys helping her clients. She is a CPA and holds a Masters Degree in Taxation, having more than 35 years of experience.

She recently sold her California based CPA firm to open ONeill Tax Resolution in Arizona.

In her free time, she spends time with her fabulous dogs.. she has two Belgian Tervurens. She has trained several dogs in the past gaining titles in Schutzhund, agility and dock diving.

She enjoys travelling and reading. She and her husband enjoy long motorcycle rides throughout the US...they have a Honda Goldwing.

Additionally, she serves as the Treasurer for Western Heritage Foundation, a 501(c)(3) organization in Prescott AZ. She is the CFO for Eagle Wings Motorcycle Association.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • California Department of Tax & Fee Administration (CDTFA)
  • California Employment Development Department (CA EDD)
  • California Franchise Tax Board (CA FTB)
  • Arizona Department of Revenue

Reviews

5.0

Customer Rating

1 Reviews

5
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1
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Reviewed by Kathy R
Advised on Unfiled Tax Returns, Past Due Tax Return | Feb 23, 2024
Patti ONeill dug us out of the less than intelligent choice we had made to ignore filing our returns over the course of a few years. We are now caught up and moving forward with far less stress in our lives.

Patti approached our situation like it was a problem she could, would and did solve. She diligently looked for and achieved the best possible outcome for us. Patti is smart, tenacious, and really knows her stuff. I especially appreciate that she "tells it like it is," so we knew what to expect. Still, even when the news was less than fun, she was kind and we never felt judged by her.

Having Patti in our corner gave us the courage to face a situation that was a constant dark shadow lurking over our shoulders. At the risk of sounding mushy, it genuinely feels like Patti gave us back our life. We highly recommend her!
Professional's Reply On Feb 29, 2024
"Thank you, Kathy, for your trust in me. I look forward to continuing to work with you."

Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Unfiled Returns - No Balance
  • Tax Penalties
  • Tax Audit or Examination
  • Notice of Determination
  • Spousal Tax Issue
  • Tax Refund
  • Tax Return Mistake
  • Wage Garnishment
  • Tax Lien
  • Bank Levy
  • Trust Fund Recovery Penalty
  • Notice of Deficiency
  • FBAR & FATCA
  • Other Levies
  • Passport Issues
  • Tax-Related Identity Theft

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Sales Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Penalties
  • Tax Audit or Examination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Audit or Examination
  • Franchise Tax Issues

  • Unfiled Tax Returns
  • Unpaid Taxes
  • Spousal Tax Issues
  • Tax Audit or Examination
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax-Related Identity Theft
  • Sales Tax (Transaction Privilege)

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Currently Not Collectible
  • Partial Payment Installment Agreement
  • Penalty Abatement
  • Amend Tax Returns
  • Lien Withdrawal
  • CAP Hearing
  • CDP Hearing
  • Business Tax Preparation
  • Trust Tax Preparation
  • Gift and GSTT Tax Preparation
  • Estate Tax Preparation
  • Audit Reconsideration
  • Audit Representation
  • Estate (Fiduciary) Tax Preparation
  • CSED Analysis
  • IRS Transcript Analysis
  • Levy Release or Reduction
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • FBAR & FACTA
  • Lien Discharge
  • Lien Subordination
  • Tax-Related Identity Relief
  • 4180 Interview Support

  • Installment Agreement
  • Financial Hardship
  • Offer In Compromise
  • Penalty Abatement
  • Sales Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support

  • Installment Agreement
  • Financial Hardship
  • EDD Assessment Appeals
  • Offer In Compromise
  • Penalty Abatement
  • Tax Appeals
  • Employment Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support

  • Installment Agreement
  • Financial Hardship
  • Individual Tax Preparation
  • Offer In Compromise
  • Penalty Abatement
  • Tax Appeals
  • Business Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support

  • Payment Agreement
  • Penalty Abatement
  • Offer In Compromise
  • Individual Tax Preparation
  • Business Tax Preparation
  • Audit Defense or Support
  • Amend Tax Returns
  • Levy Release or Reduction
  • Lien Releases
  • Tax Appeals
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • Tax Amnesty
  • Tax-Related Identity Relief
  • Transaction Privilege Tax Representation

Tax Types Serviced

Corporate Tax Income Tax Employment/Payroll Tax State Sales & Use Tax Gift Tax/GST Tax Estate Tax (Form 706) Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations C-Corporations Estates Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
CPA
Arizona 6/14/2023 Active
CPA
California 5/2/1986 Active

Designation & Other Licences

License Type
Certified Tax Representation Consultant (CTRC)
Aug 2022 Active

Related Work Experience

Job Title Company Location Work Duration
Owner/CEO ONeill Tax Resolution Prescott, Arizona Jan 2024 - Present
CPA and President Oneill & Bergado, Inc, Certified Public Accountants San Jose, California Jan 2012 - Jan 2024
Partner Rundquist & Associates LLP San Jose, California Nov 2006 - Dec 2011
Owner Sterck Kulik Oneill San Francisco, California Sep 1999 - Oct 2006
Partner Brooks Stenitz & Rhodes San Jose, California Jan 1985 - Jan 1999

Education

Educational Institution Degree Graduation Year
University of Santa Clara Bachelor's Degree 1979
Golden Gate University Master's Degree 1990

Associations & Memberships

Associations or Memberships Position Duration
Arizona Society of CPAs member 2023 - Present
Tax Rep Network Platinum member 2022 - Present
American Society of Tax Problem Solvers member 1990 - Present
American Institute of Certified Public Accountants member 1985 - Present
California Society of CPAs member 1985 - Present

Contact Information

Address

3623 Crossings Drive Suite 330
Prescott, Arizona 86305
Get Directions

In Office Visits

No

Pricing & Payments

Free Consultation Free Quote Virtual Consultation Flat Fee Pricing Contact Me for Details Free Consultation Free Quote Virtual Consultation Flat Fee Pricing Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Check Method Check
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Check Method Check

Publications

Publication Type Publication Name Title Link
Book ONEILL Tax Resolution 7 Secrets The IRS Doesn’t Want You To Know View Publication
Web Article ONEILL Tax Resolution Blog A Guide to Cultivating Resilience in Your Small Business View Publication
Web Article ONEILL Tax Resolution Blog The IRS Collection Process Overview – A Quick Guide View Publication
Web Article ONEILL Tax Resolution Blog Beneficial Ownership Reporting Requirements for U.S. Companies in 2024 View Publication
Web Article ONEILL Tax Resolution Blog IRS Collection Policy Updates: Key Changes and Flexibility Measures View Publication

Videos & Photos

Patti ONeill photo 1 Photo
Patti ONeill photo 2 Photo
Patti ONeill photo 3 Photo
Patti ONeill photo 4 Photo
Patti ONeill photo 5 Photo

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