O'Shaughnessy CPA

Trusted partners helping organize lives and build businesses.

Certified public accountant in Columbus, OH (show on map)

4.4

★★★★☆

17 reviews

Jane O’Shaughnessy, CPA with over 15 years of experience in individual and small business tax preparation and accounting.

Call (614) 261-6241

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About

Jane O’Shaughnessy, CPA, brings over 15 years of experience specializing in individual tax preparation and small business accounting and tax preparation. She holds an undergraduate degree from Xavier University and an MBA from Ohio Dominican University, and previously worked for the Columbus City Tax Department. J

ane also has unique experience working at both the Columbus Zoo and the Cincinnati Zoo. Her professional background is complemented by a personal touch, as she enjoys working with animals and shares anecdotes about her zoo experiences to connect with clients on a personal level.

Personalized tax strategies

Experience with both individual and small business clients

Unique background in zoo work, adding a personal touch

Services

Individual Tax Preparation

Comprehensive tax preparation for individuals, including tax planning and filing.

15+ years of experience Personalized tax strategies Attention to detail for maximum refunds

Small Business Accounting and Tax Preparation

Accounting services and tax preparation for small businesses.

Business financial management Quarterly tax filings Bookkeeping support

Credentials & Certifications

CPA

MBA from Ohio Dominican University

Undergraduate degree from Xavier University

Reviews

Rating

4.4

★★★★☆

Reviews

"On-site services"

Frequently Asked Questions

Are you accepting new clients? +

We are very limited in the number of new clients we can accept. Preference is given to friends and family of current clients. Please contact our office directly.

I got a bill from the IRS for penalties and interest. But you filed an extension. What gives? +

The extension we file in April is only an extension of the time to file your tax return. It is not an extension of time to pay your taxes. Much, much more HERE.

Why are you bugging me about my Health Savings Accounts (HSA)? +

If you have a Health Savings Account through your job, the amount contributed to the plan for the year will be reported on your W-2. This gets reported on your tax return. Did you USE your HSA this year? If so, you should receive a 1099-SA from the bank that holds your account. It will show you how much you spent. I need that 1099-SA to complete your return.

I got a form 5498! Do you need this? +

The 5498 series forms are used to report contributions to tax-favored accounts, like HSAs and IRAs, to the IRS. We generally do not need them, unless there is some confusion about your account. But of course these forms come out in May, and are stamped ‘Important Tax Document’, apparently just to keep me busy.

Why should I pay to have my taxes done? +

A lot of people don’t pay to have their taxes done and do their own using free software. If your situation is very simple, or if you really like forms and numbers (like I do), there is no reason for you to pay someone else to do your taxes. However, your situation may be a little more complicated. You may hate the numbers work, or you may worry about doing it right. Some people have very complicated situations with multiple investments or business interests. These people need to use a professional preparer with professional level software. Most people are in the middle. They could probably do their own taxes, but it takes too much time and it is stressful. They may worry about missing something. So they pay a professional to ensure accuracy and compliance.