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Tax pro near me: Marilyn Obrien
- Available Virtually
- 44 years experience
- Master Tax Advisor
- Small Business Certified
- Enrolled Agent
With 44 years of experience as an H&R Block tax pro, Marilyn enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Marilyn stays sharp with an average of 32+ hours of training per year and brings additional experience as an Enrolled Agent (EA). Marilyn specializes in estates and trusts, rental income, investments and more.
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Just review and approve your return when it's ready.
Tax offices Marilyn works in
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Marilyn can help with:
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Estates and Trusts
The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.
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Rental Income
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
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Investments
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
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Retirement
Retirement income, pensions, and annuities can change the way you file your taxes.
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ITIN
An individual tax identification number (ITIN) helps people file taxes without a Social Security number.
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Small Business Advanced Certified
Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.
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Audits or IRS/state notices
This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.
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Military
Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.
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Farming income
This is affected by sales of crops and livestock, rental income from land, and farm equipment depreciation.
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Tax Planning
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
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Multi-state income
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
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Foreign Income
Foreign income sources like wages, interest from a bank account, payouts on a stock, or rental income are all taxable in the U.S.