Personal Tax Preparation in Union, NJ

 File With Confidence — Personalized Tax Services That Put You First

At John O'Shea Tax Preparation and Business Services LLC, we understand that filing your personal taxes can be confusing, stressful, and time-consuming. That’s why we offer accurate, affordable, and personalized tax preparation services for individuals and families across Union, New Jersey.

Whether you're a first-time filer, a retiree, or managing multiple income streams, we take the time to understand your situation — and file your return with the precision and care it deserves. Our goal is simple: maximize your refund, minimize your tax liability, and give you complete peace of mind.

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Who We Help

Our personal tax services are tailored to meet the unique needs of:

  • W-2 Employees looking for fast, accurate filing and maximum refunds

  • Self-Employed Professionals & Freelancers who need guidance on deductions and quarterly payments

  • Retirees & Seniors with Social Security, pension, or investment income

  • Gig Workers earning income from rideshare, delivery apps, or side hustles

  • Students & Recent Graduates filing for the first time or claiming education credits

  • Families navigating dependents, childcare credits, and head-of-household status

We serve individuals at all life stages — and all levels of tax complexity.

What’s Included in Our Personal Tax Services

When you work with us, you’re getting more than just a tax preparer — you’re gaining a trusted advisor who’s here for the long haul.

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Federal & State Tax Filing

We prepare and electronically file your federal and New Jersey state returns, ensuring compliance with the latest tax laws.

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Maximized Deductions & Credits

We look beyond the basics to uncover deductions and credits you may not know you qualify for — putting more money back in your pocket.

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Year-Round Support

Have questions outside of tax season? We’re available 24/7 to provide guidance and planning for the year ahead.

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Audit Assistance

In the rare case you’re audited, we’ll guide you through it and provide the necessary documentation and representation.

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Secure Document Handling

Use our secure document upload portal to submit tax documents safely — no printing, scanning, or office visits required.

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Fast Refund Options

Choose direct deposit for quick access to your refund, or discuss other refund solutions available to you.

Common Deductions & Credits We Help You Claim

You’d be surprised how many people leave money on the table. We help you identify and claim:

  • Standard vs. itemized deductions

  • Child Tax Credit and Earned Income Tax Credit

  • Retirement contributions (IRA, 401(k))

  • Student loan interest

  • Education credits (American Opportunity, Lifetime Learning)

  • Medical expenses and HSA contributions

  • Home office or mileage deductions (for contractors/freelancers)

We keep up with the tax code so you don’t have to — and we make sure you don’t miss a thing.

Why Choose John O’Shea for Personal Tax Filing?

Here’s what sets us apart from big-box tax offices or impersonal online platforms:

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Local Expertise

As a Union NJ-based business, we understand both federal and state tax requirements inside and out.

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Personalized Service

You’ll work directly with John — not a rotating team or outsourced provider.

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Available 24/7

We’re here when you need us, including evenings and weekends.

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No Guesswork

Clear pricing, clear explanations, and no surprises.

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Stress-Free Process

Submit documents online or schedule a phone or in-person appointment — whatever works for you.

You deserve more than a software-generated tax return. You deserve a real person who cares about your financial well-being.

FAQs About Personal Tax Preparation

  • What documents do I need to file?

    Typical documents include W-2s, 1099s, ID, last year’s return, records of deductions (mortgage interest, student loans, etc.), and anything related to income or expenses. We'll provide a checklist to make it easy.

  • Can you help with prior-year or amended returns?

    Yes. If you missed a past filing or need to correct a previous return, we’ll take care of it accurately and quickly.

  • How long does the process take?

    Most returns are completed within 2–5 business days once all documents are submitted. Need it faster? Just ask — we’ll do our best to accommodate.

  • What if I owe money to the IRS?

    We’ll walk you through payment options, potential deductions to reduce the balance, and even help set up payment plans if needed.

Let’s Make This Your Easiest Tax Season Yet

Whether you’re filing a simple return or have complex tax questions, we’re here to help — with accuracy, professionalism, and the personal attention you deserve.