Welcome to Leary Tax LLC
Zach is the founder and owner of Leary Tax LLC, a tax consulting and compliance firm that serves individuals and small businesses across the United States. Zach has more than 16 years of experience in public accounting, specializing in tax planning, preparation, and resolution. He has worked with clients in various industries, such as real estate, healthcare, and entertainment.
Zach is an Enrolled Agent, credentialed by the IRS to represent taxpayers, and is required to adhere to ethical standards and maintain continuing education. He holds a bachelor's degree in accounting from the University of North Texas.
Zach is passionate about helping his clients achieve their financial goals and minimize their tax liabilities. He is also committed to staying updated on the latest tax laws and regulations and providing quality service and advice.
When he is not working, Zach enjoys spending time with his wife and two girls, attending the kids' volleyball and basketball games, and keeping updated on technology.
Frequently Asked Questions
What primary services do you offer?
Tax consulting and compliance services, limited accounting clean-up services, and advice on starting and structuring a new business.
What do you specialize in?
Rental real estate, small business, S corporation, partnership, and individual taxation.
What kind of experience do you have?
I have more than 16 years of experience in public accounting taxation, with exposure to a wide variety of tax issues. I spent 7.5 years at a Top 10 CPA firm and the rest of the time at other smaller firms before founding Leary Tax LLC.
Are you available year-round for advice and help with notices or audits?
Absolutely! Don't be afraid about getting billed for a quick question. If the issue is going to take some time to research or requires a response to the IRS, I will let you know about how long and will bill at my hourly rate of $150 per hour.
Our Tax Preparation Process
First Contact
Contact me at zach@learytax.com to let me know you are interested. Please give a summary of your taxable activities so I can provide an estimate of the costs. Please let me know if you would like to have a virtual meeting and what times are best for you.
Portal Setup
I will send you an invitation for an Intuit Link portal so you can securely send your tax documents. There will be a tax questionnaire and document requests to help you gather the needed information.
Tax Return Preparation
When you are finished uploading everything to the portal, let me know at zach@learytax.com. I will get started on your tax return and will let you know if I have any questions. I will work on a first-come-first-served basis, so the preparation may take a week or two, depending on the current workload.
Tax Return Review
When your tax return is complete, I will upload a draft to the portal for your review. Please let me know if you would like to have a virtual meeting to go over the return and any questions you might have.
Finalizing and E-filing
When you are ready, I will send you a link to electronically sign the tax return and engagement letter and a link to the invoice for my fees. When I receive the signatures and payment, I will e-file your tax return. Please do not sign the e-file authorization until you are ready for me to e-file.
Ongoing Tax Advice
If you have questions or need advice about anything during the rest of the year, please email me at zach@learytax.com. If it is a quick answer, there will be no charge. If it is an issue that is going to take some time to research or resolve, I will let you know an estimate of the cost before I get started.