The planning check
Looking for a new CPA?
Four quick questions. We use your answers to prepare your plan, and you pick a time to go over it with us.
What are you looking for in a new CPA?
Four short questions, then we prepare your plan
Which describes you?
Where should we send your results?
Your mobile number, so the team can text them over and call if you would like a hand.
By tapping Continue, you agree that O’Brien & Panchuk may text or call this number about your planning check. Message and data rates may apply. Reply STOP to opt out.
Where can we help first?
Where can we help first?
Where can we help first?
Where can we help first?
Where can we help first?
What did you pay in federal and state tax last year?
Your 6 tax savings opportunities
Where the firm would look first
Book a call and the team walks through each one with you, or call the front desk.
Most of our partners have started and operated other businesses. Each office takes on a limited number of new advisory relationships each year, typically about a dozen.
Your first meeting is a complimentary 30-minute fit assessment to learn more about your needs and determine whether our firm may be a good fit. This introductory meeting is intended for information gathering and does not include tax, accounting, or financial advice.
Book your Assessment
You choose a time.
The nearest Zoom openings with the Irvine team.
Another day? Text the front desk. The front desk offers appointment windows in that first conversation.
The Real Difference
What Clients Say
They told us our business was worth more than the offer on the table. They were right.Service Industry Owner“
Without their plan, our family would have lost almost half to estate taxes.Family Office, Palm Desert“
They handled three countries of tax obligations in a single engagement.Canadian Seller, Vancouver
Results depend on each client’s situation.
The OP Total Net Worth Framework
The tax return is one output of a year-round relationship.
- Step 01AssessA full list of your companies, assets, locations, and owners, and the events ahead that could change your taxes.→ A complete picture of where you stand
- Step 02ModelHow your current setup performs as the business grows, ownership changes, assets move, or a sale approaches.→ Find the cracks before the event exposes them
- Step 03StructureChanges to how a business is organized, tax choices and their timing, sales paid over time, exchanges of property, and trusts.→ The structural moves that produce the results
- Step 04ExecuteRegular planning meetings. Tax choices, changes to your setup, and filings, on a timeline.→ Ongoing guidance as your business evolves
- Step 05FileWe file returns after the plan is built and tested.→ Returns are an output of strategy
- Step 06OptimizeHelp before a sale offer is signed, and help deciding what to do with the proceeds afterward.→ We stay on the file through close and after
Four quick questions. We use your answers to prepare your plan, and you pick a time to go over it with us.
Book your Assessment
You choose a time.
The nearest Zoom openings with the Irvine team. Pick one, or text or call for another day.
Checking the calendar.
You’re booked.
We look forward to meeting you soon.
Prefer to talk first? Text or call the front desk. The front desk offers appointment windows in that first conversation.