Diane O’Brien

With over thirty years of exemplary tax preparation services, Diane O’Brien, EA, has been, and remains, a consummate and trusted tax professional to hundreds of people in the Greater Boston and surrounding areas. Boasting a broad range of services, Diane’s tax preparation expertise has been integral in helping her clients navigate the various financial milestones that present themselves on a daily basis. Whether helping a couple financially preparing for marriage, dedicated parents looking to start saving for college, or the ever-important necessity of retirement planning, Diane is a trusted and knowledgeable professional who knows how to help her clients achieve their financial goals.

Diane, formerly based in Davis Square, Somerville, has recently relocated her business to Swampscott, MA where she lives with her wonderful husband Tom and their lovely daughter, Sarah, a college student in the Baltimore area. Having embraced modern technology as a way to streamline her business for herself and more importantly, for her clients, Diane meets virtually via Zoom, providing flexible scheduling and eliminating the hassle of finding parking in the bustle of Davis Square. Tax documents can be sent via encrypted portal and finished tax forms can be sent back to the client via doc-usign.

Beyond her career as a tax professional, Diane has always been and continues to be an active member of the Swampscott community, a place she has called home for over twenty years. Diane formerly served as the Vice President of the Swampscott Rotary Club, and currently holds the post of Treasurer at The Anchor Food Pantry, of which she is also a Founding Member. Additionally, Diane continues to serve on the Swampscott PTO, and has been a key fundraiser for school district projects for the last decade plus. Diane’s passion for volunteering her time and skills in the community is rooted in an inherent dedication that she feels to all people, and it’s with that same dedication that she approaches her profession as a Enrolled Agent tax professional.