Year-round tax planning, accounting, and advisory for Orange County business owners, professional practices, real estate investors, and private clients. We help clients improve the structure and plan ahead before returns are prepared.
Reach a person at the Irvine office, or call or text the concierge. It answers any time and can book the introductory meeting.
O’Brien & Panchuk, LLP. 18818 Teller Avenue, Suite 275, Irvine, CA 92612. Serving Irvine and businesses and families throughout Orange County, including Newport Beach, Costa Mesa, Tustin, and nearby communities.
Yes. Accounting, tax planning, and the owners' returns sit in one plan, so filing season is execution.
Yes. Entity, compensation, and succession questions are part of the year-round work.
A complimentary 30-minute fit assessment to learn about your needs and whether our firm may be a good fit. It is information gathering and does not include tax, accounting, or financial advice. If a deeper review of documents or prior filings is needed to define a scope of work and fee proposal, we may recommend a $450 diagnostic assessment. We discuss it with you in advance, and the fee is credited in full toward your first engagement.
Yes. The Irvine office serves businesses and families throughout Orange County, including those cities and nearby communities.
Start with a complimentary 30-minute fit assessment to learn your priorities and whether our coordinated tax, accounting, and advisory model is the right fit.