Welcome to O'Brien panchuk, llp

A Proactive Accounting and Advisory Firm

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We make your ideas

way to success

achieve more

a reality

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INTRO

Different than your average CPA firm.

We work closely with small business owners and high-net-worth individuals to devise financial and accounting strategies that result in lower taxes and higher income while building strong relationships with our clients by providing personalized, hands-on consulting services — along with the highest level of trustworthiness, honesty, transparency and integrity.

There is a strong correlation between a business’s or individual’s financial success and their level of interaction with a CPA firm. We regularly communicate with our clients to share ideas and strategies for greater success. We encourage our clients to contact us whenever they have questions about any aspect of their business or personal financial situation.

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.

Learn about our Process

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

Entity Formation

Structuring entities with long-term benefits.

XBORDER TAX

Compliance & Strategy for Non Residents

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.

Retirement Planning

Financial needs analysis and dream retirement planning.

XBORDER TAX

Compliance & Strategy for Non Residents

Schedule A Consultation

Let us help explain your taxpayer audit rights and process.

760-851-0056

We’re a progressive Tax CPA firm that focuses on each on our clients’ needs and circumstances to provide tailored services and solutions that address their situation. It’s not the “one size fits” all approach that you find at the big box store—it’s a calculated and measured process to ensure that the result is only the very best.

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.

MEET TOM

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. Max brings a wealth of experience in tax planning, tax compliance, and business valuations to his clients. In addition to his tax and valuation expertise, Max can also provide mergers & acquisitions planning and support.

MEET MAXYM