O'Brien & Panchuk, llp

US & International Tax & Advisory for Individuals and Business Owners

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Different than your average CPA firm.

We work closely with small business owners and high-net-worth individuals to design tax and accounting strategies that lower taxes, increase after-tax income, and protect wealth.

Our clients don't just hear from us once a year - we keep an ongoing dialogue. We share ideas, model scenarios, and adjust strategies as your business and life change, so you can make confident decisions with a clear tax roadmap.

Individual Accounting Services

We go beyond tax compliance and focus on tax planning and long-term strategy. Year-round interaction to ensure maximum tax savings.

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Business Accounting Services

If your business doesn't have a full-time competent CFO, and you don't interact with your CPA at least four times a year, you're missing out on strategies that can minimize the tax impact and maximize cash flow.

Explore Our Services

Services for

Businesses

Accounting

Real time, cloud-based, with CPA Oversight

Tax return prep

Long-term tax reduction strategies.

tax REPRESENTATION

Solutions that favorably resolve your tax issues.

valuations

Business Valuation, M&A Support, Forensics

Business Structuring & Tax Optimization

Structuring entities with long-term benefits.

International & Cross-Border TAX

Strategy and compliance for expats, non-residents, and global investors.

Services for

Individuals

Tax return prep

Quality preparation with planning & tax strategy.

Financial planning

Maximize your financial and investment returns.

tax REPRESENTATION

Solutions that favorably resolve your tax issues.

succession & exit Planning

Long-term goals, ownership succession, and exit straregies.

INTERNATIONAL & cross-border TAX

Strategy and compliance for expats, non-residents, and global investors.

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Ready to see what proactive tax planning could save you?

760-851-0056

We’re a progressive tax CPA firm that focuses on each of our clients’ needs and circumstances to provide tailored services and solutions that address their situation. It’s not the “one size fits all” approach you find at the big-box firms; it’s a measured, strategy‑driven process to ensure the result is the very best for you.

About the Partners

Thomas F. O’Brien

CPA / CVA

Tom is a Founding Partner of O’Brien & Panchuk, LLP. His practice focuses on partnering with privately-held and family-owned businesses to give them progressive quality accounting, tax, strategy formulation, and business valuation services.

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Maxym S. Panchuk

CPA / ABV

Max is a Founding Partner of O’Brien & Panchuk, LLP. He is passionate about assisting owners of closely held businesses through all stages of their business life cycle, from development to disposition.

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Tim J. Folkers

CPA

Tim brings decades of experience advising closely held businesses, real estate owners, and entrepreneurial families. He has spent his career working directly with clients on complex real estate structures, transaction planning, and long-term business decision-making.

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MEET TOM