Applied Financial Planning

William O'Connor and Applied Financial has been handling our taxes and financials for almost 20 years. Bill is a tax and financial wizard that has saved us thousands of dollars over the years. I have never worked with a more professional and knowledgeable financial planner and tax return expert. And Sonja has always been there for us to help answer questions and deal with issues that come up during the coarse of the year. We have referred them numerous clients over the years with excellent results. Great knowledgeable firm with integrity that has helped guide and protect our financial interests over the years!

I have used Bill and his team for 2 years, this year will be my 3rd. They are very efficient to where it only takes about an hour provided I come prepared. They then maximize my return all within the IRS Tax law. This puts my wife at ease and know they'll stand behind the return should something come up.

Bill has been doing my taxes for many years... a few years back I had an issue with the IRS (due to a former employer). He told me what to do and wrote a letter on my behalf... all fixed! I only see him once a year, but I always enjoy tax season to catch up with him.