O’Connor’s Tax Service

Pat has been involved in the Financial & Tax sector in some capacity since 1978.

In 1978 Pat Joined John Hancock Financial Services and held numerous positions including Agent, Staff Manager, Regional Director of Agencies, District Manager and for a short time performed the duties of Regional Vice President.

While at John Hancock Pat held licenses in Life, Health, Property and Casualty, Annuities, and was NASD series 6 & 22 licensed.  Pat relinquished those licenses in 1995 and no longer is involved in the sale of financial products.

Also in his time at John Hancock, he earned the prestigious designations of CLU (Chartered Life Underwriter),  ChFC  (Chartered Financial Consultant) and LUTCF ( Life Underwriter Training Council Fellow). Designations he still maintains to this day.

In 1993 Pat left the Financial Services Industry and started O’Connor’s Lawn Service which he still owns and operates in the offseason.

In 2006 Pat decided to return to his financial services roots and use his past expertise and experiences to provide tax preparation and related tax services. In 2012 Pat took and passed the RTRP exam (Registered Tax Return Preparer) which later became the AFSP (Annual Filing Season Program).  In 2015 Pat took and passed the 3 part Enrolled Agent exam and completed all other requirements becoming an EA on February 17,2016.

Pats past experiences in Financial Services, as a Sole Proprietor, as well as his 18 years’ experience preparing taxes makes him uniquely qualified to help you navigate today’s complex and many times confusing tax environment

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