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.
University of St. Thomas, BA 1986
University of Minnesota Masters in Business Taxation 1995
Terrance (Terry) O’Reilly has 28 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 dental clients. 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.