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.

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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

SteveSteven 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: steveo1551@gmail.com.

ChuckCharles 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.

 

KorryKorry Rowe, EA

Korry has been providing tax and accounting services at O’Rourke Tax Service, Inc. since 2015. He is an Enrolled Agent, licensed to practice before the IRS. He is qualified to handle most individual and business tax returns. He is skilled in both Peachtree and Intuit QuickBooks. He attended UW-Oshkosh with a Major in Accounting. Contact Korry at: rowek63@gmail.com

IMG_0351Kevin Brown,  EA

Kevin has been with the O’Rourke Tax Service, Inc. team since 2017. He has been providing tax and accounting service for over 20 years. Kevin has a BBA in Accounting from UW-Eau Claire and is an Enrolled Agent, licensed to practice before the IRS. He had run his own practice for 12 years. He has also worked as a Tax Research Specialist at National Association of Tax Professionals for 11 years. Contact Kevin at: kbrownots@gmail.com.

Cory Koehler

Cory is a recent graduate of Marian University of Fond du Lac, WI with a double major in Accounting and Finance. He is currently pursuing the Certified Public Accountant (CPA) license in Wisconsin. Prior to providing tax services, he was an accountant at a local credit union. Contact Cory at: koehler4256@gmail.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: tjkohls@gmail.com.