Profile
History
O’Rourke Tax Service has grown continuously since its inception in 1989 both through client referrals and business acquisitions. From a small office with four employees doing a few hundred individual tax returns, the firm has grown to a business that has over twenty employees and does nearly three thousand tax returns, including individual and business. O’Rourke has added payroll, consulting, and audit representation services.
Mission
Our qualified staff is committed to provide quality client service to meet your financial needs. The staff is comprised of licensed tax professionals prepared to exceed your expectations with their expertise and has over 140 years of combined tax experience.
Background
O’Rourke Tax Service is comprised of friendly, competent staff who understand your financial situation and are committed to servicing our clientele with exceptional service. Come visit our office and enjoy some of our fresh popcorn and a soda.
General
O’Rourke Tax Service Prepares all types of income tax returns including:
-Individual
-Limited Liability Company
-Partnerships
-Estates & Trusts
Quick Turnaround
Many returns are completed during your personal interview, making
minimal demands on your valuable time while providing quick, thorough and accurate service and ensuring you get any refund due in a timely fashion.
Free Electronic Filing
Federal and state individual returns electronically filed at no additional charge.
Accuracy Guarantee
If an error is made on your return, we will guarantee our work by paying
any interest and penalties applied. You pay only the tax owed.
We handle all types of business returns and can also provide payroll service, prepare all quarterly payroll tax filings, W-2 and 1099 reporting, sales tax, and consulting work.
We offer collection representation services including answering IRS correspondence and preparing Offer in Compromise requests. We also provide audit service and will represent your best interest in the audit process.
Staff Profiles
Steven F. O’Rourke, EA
Steve is the founder and President of O’Rourke Tax Service, Inc., established in 1989. Steve has a BBA degree in Accounting from the University of Wisconsin, Oshkosh. He has over 40 years of experience in tax planning and preparation. He is an Enrolled Agent, licensed to practice before the IRS. Steve has taught nationwide tax seminars for the National Association of Tax Professionals (NATP) for the past 35 years, and recently for Back to Basics Income Tax Seminars. Contact Steve via email at: sorourke@orourketax.com.
Charles Kohls, EA
Chuck is an officer of O’Rourke Tax Service, Inc., and has been with the firm since its inception in 1989. He has a BBA degree in Finance from the University of Wisconsin, Oshkosh. He is an Enrolled Agent licensed to practice before the IRS. Chuck has over 35 years experience in income tax preparation. Contact Chuck at: chuckk@orourketax.com.
Cory Koehler, CPA
Cory has been with O’Rourke Tax Service, Inc., since 2021. He is a graduate of Marian University of Fond du Lac, where he received a double major in Finance and Accounting. He is licensed by the State of Wisconsin as a Certified Public Accountant and is able to practice before the IRS. Cory is experienced with QuickBooks software and provides payroll services to many of our business clients. Contact Cory at: ckoehler@orourketax.com.
Tami Kohls
Tami has been with the O’Rourke Tax Service team and preparing tax returns for over 20 years. She had also passed the Registered Tax Return Preparer (RTRP) exam. She is experienced with individual tax returns and is knowledgeable in rental activities. Contact Tami at: tkohls@orourketax.com