Palm Desert CPAs who plan ahead with you.
Year-round tax planning, advisory, and tax preparation for Coachella Valley business owners, real estate investors, and individuals with complex tax needs. We help you make decisions and correct the structure before returns are prepared.
Reach a person at the Palm Desert office. Concierge covers after hours and overflow.
Meet with your CPA in Palm Desert
O’Brien & Panchuk, LLP. 44751 Village Court, Suite 300, Palm Desert, CA 92260. Serving Palm Desert and nearby Coachella Valley communities, including Indian Wells, Rancho Mirage, La Quinta, Palm Springs, and Cathedral City.
Common questions
Do you work year-round, or only at tax season?
Year-round. We plan, correct, and decide before returns are prepared.
Do you work with Coachella Valley real estate investors?
Yes. That includes rental operations, cost segregation, and tax-deferred exchanges under Section 1031, planned before the transaction is done.
What is the Assessment, and is the $479 credited?
A partner-led conversation to see what has changed, where the complexity sits, and whether the current structure supports your goals. The $479 fee is credited toward the first engagement if you become a client.
Do you take new business-owner clients in Palm Desert?
Yes, when the work fits. The Assessment is how we find out, on both sides, before anyone commits to a year-round engagement.
Looking for a CPA who helps you plan before tax season?
Start with a partner-led Assessment to identify what has changed, where the complexity sits, and whether your current structure is supporting your goals. Our year-round model is designed to help you plan, correct, and make decisions before returns are prepared. The $479 fee is credited toward the first engagement if you become a client.