O'Brien & Panchuk, llp

International Tax & Business Advisory for High-Net-Worth Individuals and Business Owners
_{We help entrepreneurs, investors, and expats reduce taxes, protect assets, and grow wealth with proactive planning - in the U.S., across borders, and at every stage of the business lifecycle.}

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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.

Book a Strategy Assessment

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

Entity Formation

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.

schedule a consultation

Ready to see what proactive tax planning could save you?

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 firms—it’s a measured, strategy-driven process to ensure the result is only 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.

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