Serving Omaha, Nebraska — from Bellevue, Nebraska
Tax and Accounting Services
in Omaha
Tax preparation, bookkeeping, tax reduction planning and IRS help for Omaha individuals and small businesses, from an Enrolled Agent–led firm just south of the city in Bellevue.
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Services in Omaha
Tax and accounting services for Omaha individuals and businesses.
Tax preparation for Omaha households
Individual returns for W-2 earners, families, retirees and self-employed Omaha residents, with Nebraska state returns included.
Small business accounting in Omaha
Monthly bookkeeping in QuickBooks Online, reconciled accounts, and reports you can use to run your Omaha business.
Tax reduction planning
A written plan on entity choice, retirement contributions and the timing of big purchases.
IRS tax resolution
Help with IRS notices, unfiled returns, balances due, payment plans and penalty relief.
Payroll
We set up payroll correctly for your Omaha business, and we train your owner or administrator to run it.
Caregiver and care agency taxes
Medicaid waiver payment exclusions, worker classification and bookkeeping for Omaha home care agencies and caregivers.
Why Omaha clients work with us
An Enrolled Agent for Omaha.
Omaha is the largest city in Nebraska, and its economy runs on small businesses: contractors, salons, home care agencies, daycares, consultants and real estate investors. Each of them needs books that stay current and a tax plan that starts before December, not in April.
Our office is at 1408 Fort Crook Rd S in Bellevue, a short drive from most of Omaha. Omaha clients meet with us in person at the office or virtually by video, and they upload documents through our encrypted client portal.
- Led by Ida Morgan, an Enrolled Agent licensed by the U.S. Department of the Treasury
- Proactive planning, not once-a-year data entry
- In-person meetings at our Bellevue office, or virtual meetings
- Encrypted client portal for your documents
- Written engagement letter and clear fees before work begins
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Questions
Omaha tax questions.
Do you have an office in Omaha?
Our office is in Bellevue, at 1408 Fort Crook Rd S, Suite 300, close to Omaha. We meet Omaha clients in person at that office or virtually.
Can you prepare my Nebraska state return too?
Yes. We prepare federal and Nebraska returns together, and we prepare returns for other states when you have income there.
Do you work with Omaha small businesses that are behind on their books?
Yes. Catch-up bookkeeping is common. We clean up the backlog first, then keep your books current every month.
Ready for accounting help in Omaha?
Book a free consultation. We will review your situation and recommend the right service.