Thomas O'Brien, CPA Bio

Tom is the Founding Partner of O’Brien & Panchuk, LLP.His practice focuses on partnering with privately-held and family-owned businesses to give them progressive quality accounting, tax, strategy formulation, and business valuation services.

Tom is adept at working with clients in many industries, such as agriculture, wholesale (B2B), real estate hospitality, media, and technology. Tom’s success is attributed to an innate ability to identify financial trends in “real time.” This skill lets Tom help clients create dynamic strategies and to effectively plan their business objectives.

Tom’s past experience with Oracle Consulting’s ERP data management systems gives him an operational management perspective which is rare in a public CPA practice. Tom graduated from UCLA with a Bachelor’s degree in Economics and from San Diego State with a Master’s in Accounting. He is also a Certified Valuation Analyst (CVA) and a member of the American Institute of Certified Public Accountants and the California Society of CPAs.

Tom has been married for 35 years and is the father of three children: Tommy, who is a graduate of Duke University; Sarah, who earned her degree from Saint Mary’s College; and Tatum, who graduated from University of Notre Dame. Tom enjoys being outdoors and likes hiking and snow skiing. He also likes to travel and is an avid reader.

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