The company was founded by William O'Brien and ran successfully for many years. Later purchased by Arthur and Jean Begley in 1982. Then subsequently purchased by Jeffrey and Bernice Begley in 1999.

Bernice Begley, EA is in her 38th year as a tax preparer and has extensive knowledge and experience. Their daughters, Abigail and Liz, passed their enrolled agent exam in 2024 and are following in her footsteps. They have been behind the scenes working tax seasons for their entire life and are now taking a more active role as licensed tax professionals and Enrolled Agents.

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.