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, or call or text the concierge. It answers any time and can book the introductory meeting.
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 first meeting, and is there a fee?
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.
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 complimentary 30-minute fit assessment to learn what has changed, where the complexity sits, and whether our firm may be a good fit. Our year-round model is designed to help you plan, correct, and make decisions before returns are prepared.