Introducing Glen Omanson: Tax Preparation & Planning Now Included for OWLFI Clients

Elliot is introducing his brother, Glen Omanson of United Team Tax, who will now provide individual tax preparation and proactive, year-round tax planning for OWLFI clients as part of your ongoing relationship with the firm. Glen has been in the financial services industry since 2009 and holds the IRS's highest credential, Enrolled Agent (EA). His expertise focuses exclusively on individual taxation. Throughout his career—including time at institutions such as JP Morgan and Wells Fargo—he saw firsthand how investment advice was often given without proper tax coordination. His approach is different: he works proactively with clients to evaluate the tax impact of financial decisions before they are made, with the goal of reducing long-term tax liability and avoiding costly surprises. This update replaces the previous $100 monthly service fee and integrates individual tax preparation directly into our service model for clients with standard individual returns. For those with more complex needs—such as business entities, extensive real estate holdings, oil and gas investments, trusts, or corporate returns—we will continue coordinating with specialized professionals in those areas. To get started, Glen will typically request a copy of your 2024 tax return for review and comparison. From there, you can upload your 2025 documents through a secure online portal. Communication is simple and flexible, whether through the portal, email, text, or Zoom meetings. Everything is designed to be organized, efficient, and seamless.