More Than Just Number Crunchers

Certified Public Accountants (CPAs) are sometimes thought of as “number crunchers” who
prepare tax returns and work on financial statements. But the professionals at O’Brien and Panchuk do a lot more than just crunch numbers.

We work closely with small business owners and high-net-worth individuals in the Coachella Valley and beyond to devise financial and accounting strategies that result in lower taxes and higher income. Our goal is to build 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. That’s why we regularly communication with our clients to share ideas and strategies for greater success. In fact, we encourage our clients to contact us whenever they have questions about any aspect of their business or personal financial situation.

In fact, we encourage our clients to contact us whenever they have questions about any aspect of their business or personal financial situation.

SERVICES WE PROVIDE


Business Services

Tax Preparation

Our individual tax preparation services are for individuals. That’s the only approach we take: each client can expect quality and accurate tax preparation professionally completed and filed on-time.

Business Tax Preparation

Small business owners often need help with the complexities of tax return preparation. By working with O’Brien and Panchuk, you receive high-level tax planning expertise without the red tape and bureaucracy of a big-city CPA firm. You will benefit from a high level of hands-on,personalized service.

Business Accounting Services

Quality accounting services can mean the difference between profit and loss for small businesses. Our experienced accounting professionals provide expert guidance in all areas of small business accounting. Ask ask how cloud accounting can reduce your operating costs and improve the timeliness of financial information resulting in better decision making. Online monthly accounting and bookkeeping is gaining momentum as more businesses recognize the power of real-time financial statements with almost perpetual backup of your financial information, ability to store supporting documentation online and opportunity to access accounting system from anywhere. Would you like to transition your financial record keeping to
‘paperless office’? Call us now and ask us how.

Business Valuations & Forensic Support

Our expert business appraisers have worked with business buyers and sellers throughout the Coachella Valley for many years. We know the business community and use our experience to determine Fair Market Value and pricing to advise our clients in negotiations for the sale or purchase of local businesses.

Business Tax Representation and Resolution

O’Brien and Panchuk has represented dozens of small businesses facing IRS audits. Our experience and expertise in this area can help ensure the most favorable resolution for your business and ease your worries and concerns about a potential IRS audit.

Financial Plan Analysis

We have helped many individuals create their own personalized, flexible investment strategies to make their money work hard and grow.

Outsourced CFO Services

Many small businesses require a higher level of strategic financial advice than they can afford to retain on staff full-time. O’Brien and Panchuk can serve as your outsourced CFO, providing a high level of big-picture strategic support. This includes helping you improve your profits by generating more revenue, as opposed to just cutting costs.

Tax Representation

O’Brien & Panchuk understands how the IRS operates and how to resolveissues with tax returns. They’ve represented countless business owners and individuals with tax appeals and concentrate on finding the most favorable resolution of your tax audit issues.

Business Valuation and Forensic Support

Experience makes the difference when it comes to business valuations. Our expert business appraisers have worked with many different business buyers and sellers over the years and are experienced in determining Fair Market Value to provide advice whether you’re buying or selling a business.

Individual Services

Accounting Services

We will help your business succeed by performing quality accounting services and give you sound, experienced advice on tax matters. Thrive with accessible and experienced business accounting.

Individual Tax Preparation

We provide quality preparation of individual tax returns. You can rest assured that your return will be filed accurately and on time and that all deductions, credits and other tax breaks you’re entitled to are maximized.

Accounting Services

We will help your business succeed by performing quality accounting services and give you sound, experienced advice on tax matters. Thrive with accessible and experienced business accounting.

Individual Financial Plan Analysis

We take a hands-on approach in providing a highly personalized level of planning to each of our individual clients. This will help you maximize your financial and investment returns.

Accounting Services

We will help your business succeed by performing quality accounting services and give you sound, experienced advice on tax matters. Thrive with accessible and experienced business accounting.

Individual Tax Representation and Resolution

There’s no reason to fear an IRS audit when you have professional tax representation from O’Brien and Panchuk. Our years of experience gives us in-depth understanding of how the IRS operates. This enables us to devise solutions that resolve tax issues in a way that’s most favorable for you.

Accounting Services

We will help your business succeed by performing quality accounting services and give you sound, experienced advice on tax matters. Thrive with accessible and experienced business accounting.

Individual Retirement Planning

We can provide expert guidance in the area of saving and investing for retirement to help ensure that your retirement dreams come true. This includes helping you plan for a financially comfortable retirement in which you can pursue lifelong dreams of travel, relaxation and spending time with loved ones.

SERVICES WE PROVIDED


Business Services

Tax Preparation

Our individual tax preparation services are for individuals. That’s the only approach we take: each client can expect quality and accurate tax preparation professionally completed and filed on-time.

Tax Resolution & Representation

O’Brien & Panchuk is a progressive, responsible, and responsive CPA firm that has partnered with hundreds of clients in the Coachella Valley who have been faced with an IRS audit and are in need of expert help.

Business Valuations & Forensic Support

Our expert business appraisers have worked with business buyers and sellers throughout the Coachella Valley for many years. We know the business community and use our experience to determine Fair Market Value and pricing to advise our clients in negotiations for the sale or purchase of local businesses.

CFO Services

A growing businesses may reach a tipping point where they require professional financial advice but are not yet ready to hire a full-time CFO. This is where O'Brien & Panchuk can be a cost-effective solution. We can be your company’s CFO and provide outstanding financial and strategic support.

Financial Plan Analysis

We have helped many individuals create their own personalized, flexible investment strategies to make their money work hard and grow.

Retirement Planning

We consult on strategies and products to help you invest wisely and to manage your money so that you can live comfortably when you retire.

SCHEDULE A PRIVATE CONSULTATION

OR GIVE US A CALL

(760) 424-2246

Tax Representation

O’Brien & Panchuk understands how the IRS operates and how to resolveissues with tax returns. They’ve represented countless business owners and individuals with tax appeals and concentrate on finding the most favorable resolution of your tax audit issues.

Business Tax Preparation

We assist small businesses with all aspects of business tax accounting and tax preparation services. Partnering with O’Brien & Panchuk gives your business the advantage of premier tax planning consultants without the red tape and bureaucracy of a big city firm.

Accounting Services

We will help your business succeed by performing quality accounting services and give you sound, experienced advice on tax matters. Thrive with accessible and experienced business accounting.

Financial Statement Preparation

Financial statement reporting to ensure your company's growth is on the right track. Balance Sheet, Profit & Loss, and Cash Flow statements - we've got you covered!

SERVICES WE PROVIDE


Tax Preparation

Our individual tax preparation services are for individuals. That’s the only approach we take: each client can expect quality and accurate tax preparation professionally completed and filed on-time.

Tax Resolution & Representation

O’Brien & Panchuk is a progressive, responsible, and responsive CPA firm that has partnered with hundreds of clients in the Coachella Valley who have been faced with an IRS audit and are in need of expert help.

Business Valuations & Forensic Support

Our expert business appraisers have worked with business buyers and sellers throughout the Coachella Valley for many years. We know the business community and use our experience to determine Fair Market Value and pricing to advise our clients in negotiations for the sale or purchase of local businesses.

Schedule your Consult

(760) 424-2246

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CFO Services

A growing businesses may reach a tipping point where they require professional financial advice but are not yet ready to hire a full-time CFO. This is where O'Brien & Panchuk can be a cost-effective solution. We can be your company’s CFO and provide outstanding financial and strategic support.

Financial Plan Analysis

We have helped many individuals create their own personalized, flexible investment strategies to make their money work hard and grow.

Retirement Planning

We consult on strategies and products to help you invest wisely and to manage your money so that you can live comfortably when you retire.

Tax Representation

O’Brien & Panchuk understands how the IRS operates and how to resolveissues with tax returns. They’ve represented countless business owners and individuals with tax appeals and concentrate on finding the most favorable resolution of your tax audit issues.

Schedule your Consult

(760) 424-2246

[]
1 Step 1
First name
Last name
Phone
Commentsmore details
0 /
Previous
Next
Business Tax Preparation

We assist small businesses with all aspects of business tax accounting and tax preparation services. Partnering with O’Brien & Panchuk gives your business the advantage of premier tax planning consultants without the red tape and bureaucracy of a big city firm.

Accounting Services

We will help your business succeed by performing quality accounting services and give you sound, experienced advice on tax matters. Thrive with accessible and experienced business accounting.

Financial Statement Preparation

Financial statement reporting to ensure your company's growth is on the right track. Balance Sheet, Profit & Loss, and Cash Flow statements - we've got you covered!

SCHEDULE A PRIVATE CONSULTATION

OR GIVE US A CALL

(760) 424-2246