O'Connor Tax Group

What O'Connor Tax Group does

O'Connor Tax Group is a privately held, sole-proprietor tax representation and accounting firm headquartered at 5720 W 120th Avenue, Broomfield, Colorado. Founded and operated by Michael A. O'Connor, the firm provides IRS and state tax relief, accounting, payroll, QuickBooks setup, business start-up consulting, and specialized tax compliance services for lenders. It serves small-to-large businesses, individual taxpayers, and a secondary segment of lenders and financial institutions across all 50 US states.

The firm's core offerings are organized around four product lines: IRS and State Tax Relief (back taxes, lien removal, levy release, wage garnishment relief, IRS settlements), Accounting Services (corporate and personal returns, amended returns, monthly to quarterly financial reviews), Payroll Services (processing and federal tax deposit management), and Lender Services (risk analysis, multi-year compliance review, lien subordination, levy protection, and ongoing monitoring). The underlying 'technology' is procedural expertise and the owner's stated decade-plus relationships with IRS agents across all 50 states, rather than any proprietary software or platform; the firm has no API, no integrations, no patents, and no disclosed AI capabilities, and operates from a standard Wix-built website.

The business model is direct-to-client professional services delivered by the owner. Pricing is flat-rate and customized to each tax situation, with no additional charges for IRS communications, supported by free, no-obligation consultations and multi-year engagement cadences. The go-to-market is sales-led and owner-driven, relying on referral-based and direct-inquiry leads plus minimal organic social presence. There are no funding rounds, no institutional investors, no parent company, and no disclosed revenue, making this effectively a one-to-few person practice whose scalability is constrained by owner capacity.

Name

O'Connor Tax Group

Legal name

O'Connor Tax Group

Website

https://oconnortaxgroup.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

O'Connor Tax Group is a privately held, sole-proprietor tax representation and accounting firm in Broomfield, Colorado, founded by Michael A. O'Connor. It provides IRS tax relief, accounting, payroll, and lender compliance services to businesses, individuals, and financial institutions across all 50 US states.

Ownership category

akta.pro rank

Product category

Tax Resolution and Accounting Services

NAICS

Tax Preparation Services (541213), Payroll Services (541214), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industry

Payroll & Employment Tax Services (BPAHABAD)

Keywords

• Tax resolution services
• IRS tax relief
• Accounting services
• Payroll services
• Tax compliance monitoring

Headquarters

HQ city

Broomfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Tax Relief Services: Flat-rate pricing model for tax resolution services including back taxes, IRS tax relief, state tax relief, tax lien removal, levy release, wage garnishment relief, and IRS settlements. No nickel-and-dime charges for fax or phone calls.
2. Accounting Services: Accounting services including corporate returns, personal returns, return amendments, monthly to quarterly financial reviews, business start-up consulting, and QuickBooks setup.
3. Payroll Services: Payroll processing services for businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

O'Connor Tax Group provides professional tax representation and resolution services for businesses and individuals, including IRS and state tax relief (back taxes, tax lien removal, levy release, wage garnishment relief, IRS settlements), accounting services (corporate/personal returns, amendments, monthly/quarterly reviews), and payroll services. The firm also offers specialized lender services for tax compliance verification, business start-up consulting, and QuickBooks setup under a flat-rate pricing model with free consultations.

Product overview

O'Connor Tax Group is a tax and accounting services firm offering a portfolio of interconnected services. The core offerings include IRS and State Tax Relief Services (tax resolution, lien removal, levy release, wage garnishment), Accounting Services (corporate/personal returns, amended returns, monthly/quarterly reviews), and Payroll Services. The firm also provides specialized Lender Services for financial institutions requiring tax compliance verification, and QuickBooks Setup as an add-on for bookkeeping configuration. All services operate under a flat-rate pricing model with free consultations.

Differentiator

Problem solved

Functional benefit

Products and services

• IRS Tax Relief Services Tax resolution services including back taxes, IRS settlements, state tax relief, tax lien removal, levy release, and wage garnishment assistance with flat-rate pricing for businesses and individuals facing IRS or state tax authority issues.
• Accounting Services Comprehensive accounting services including corporate returns, personal returns, amended returns, monthly and quarterly accounting, financial review, and business consulting for LLCs, S Corporations, C Corporations, and individual taxpayers.
• Payroll Services In-house payroll services for businesses, including filing current and missing returns and managing federal tax deposits.
• Lender Services Tax compliance and financial analysis services for lenders, including risk analysis, 3-10 years of compliance review, return transcripts, lien subordination, levy protection, and monthly monitoring to protect loan portfolios from client tax compliance issues.
• Business Start-Up Services Consulting and advisory services for new business formation, covering entity selection and initial tax planning for entrepreneurs launching new ventures.
• QuickBooks Setup Setup and configuration service for QuickBooks accounting software, helping clients establish proper bookkeeping systems for their businesses.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Anthem Tax Services: Tax resolution and accounting firm offering IRS settlement, back-tax resolution, and tax preparation for individuals and small businesses. Directly comparable service mix and SMB/individual customer base.
• Larson Tax Relief: Tax resolution firm offering IRS representation, penalty abatement, and installment agreement negotiation. Comparable as a direct competitor in IRS relief services targeting individuals and small businesses.
• Optima Tax Relief: Largest US-focused IRS tax resolution firm, offering back-tax, lien, levy, and wage-garnishment services with both flat-fee and contingency pricing. Directly comparable because it targets the same distressed-consumer and SMB segments using similar IRS representation capabilities.
• Community Tax: National tax resolution and accounting firm providing IRS representation, tax debt relief, and bookkeeping services. Comparable in that it combines tax resolution with ongoing accounting — closely mirroring O'Connor Tax Group's blended service portfolio.
• Tax Relief Center: National tax resolution company handling IRS back-tax settlements, offers in compromise, and penalty abatement. Directly comparable in service scope and target customer to O'Connor Tax Group's IRS relief line.
• Tax Defense Network: National tax resolution firm specializing in IRS and state tax debt, liens, levies, and wage garnishment relief. Comparable because it serves the same distressed taxpayer segment with flat-fee engagement models.

Broad incumbents

• Intuit (TurboTax Live / QuickBooks): Dominant DIY tax and small-business accounting platform with a live-assist tier (TurboTax Live) staffed by credentialed agents. Comparable because it directly competes for the same SMB and individual tax-preparation, bookkeeping, and payroll work, though via a software-first model rather than a sole-practitioner model.
• H&R Block: National retail tax preparation chain offering DIY software, in-person filing, and small-business accounting/payroll services. Comparable because it covers overlapping consumer tax prep, accounting, and payroll categories O'Connor Tax Group addresses, though at vastly greater scale and with a retail footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/wix
• Facebookfacebook.com/OConnorTaxGroup
• LinkedInlinkedin.com/company/oconnor-tax-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about O'Connor Tax Group