Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Education

University of St. Thomas, BA 1986 University of Minnesota Masters in Business Taxation 1995

Overview

Terrance (Terry) O’Reilly has 30 years experience in tax and accounting. Terry is responsible for tax research, planning and compliance for all types of entities, including a focus in working with health care and nonprofit entities, including an emphasis with dentists and dental practices. He also has significant experience with all types of for-profit entities, including corporations, S corporations, partnerships and individuals.

He has represented both non-profit and for-profit clients before the IRS in examinations, applications for exempt status and consultations related to private letter ruling requests.

Upcoming speaking engagements

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Resources and event materials

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