Individual & Business
Experienced local CPA's that care.
Salt of the Earth - A different breed of CPA firm.
You have probably experienced working with other local CPA firms. Certified Public Accountants (CPAs) are sometimes thought of as “number crunchers” who prepare tax returns and financial statements. However, the team of professionals at O’Brien and Panchuk do a lot more than just crunch numbers.
We work closely with business owners and high-net-worth individuals in the 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 local CPA firm. That’s why we regularly communicate 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.
We work closely with business owners and high-net-worth individuals in the 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 local CPA firm. That’s why we regularly communicate 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.
Services for
Businesses
Experience makes the difference when it comes to professional services. Our team of professionals have worked with many business clients in different industries over the years and are experienced in determining the metrics and performance characteristics relevant to each industry enabling us to provide relevant and timely advice.
Services for
Individuals
Tax strategy and year - round access to our local CPAs set us apart. Moreover, progressive use of technology and extensive experience with IRS and state audits enable us to optimize your tax preparation and planning for favorable long term results.
Schedule Your Introductory Assessment Today
Or Call Our Office
760-851-0056Testimonial
“Great work follows great fit. We promise our clients award‑winning and strategically designed experiences for a digitally driven world.”
Israel morris | business OWNER
Testimonial
Your team helped quickly reduce the IRS and California withholding; we were able to use the tax proceeds to acquire a replacement property. Thank you for resolving state refund misapplication errors!
FRED REID | CROSS BORDER CLIENT
Testimonial
“Great work follows great fit. We promise our clients award‑winning and strategically designed experiences for a digitally driven world.”
Thomas Doe | business OWNER
