O'Brien & Panchuk, LLP, CPAs
Palm Desert, United States (US) · Business Services
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Last verified
May 2026
Overview
O’Brien & Panchuk, LLP, CPAs is a leading advisory-first CPA firm based in Southern California, specializing in comprehensive wealth and business architecture.
We don’t focus on traditional tax preparation; instead, we help business owners, real estate investors, and high-net-worth families strategically design their financial futures. Our unique ‘Total Net Worth Architecture’ model proactively identifies and eliminates tax leakage, ensuring optimal outcomes before significant capital events.
Our services encompass exit planning & business sales (including QSBS and installment sales), real estate tax strategy (1031 exchanges and DSTs), and cross-border international tax solutions. We deliver measurable results, such as restructuring businesses for successful exits, reversing IRS audits, and significantly reducing penalties. O’Brien & Panchuk, LLP provides personalized service with dedicated partners, account managers, and administrators, offering quarterly strategy sessions for proactive financial management. We are committed to building lasting legacies for our clients.
We don’t focus on traditional tax preparation; instead, we help business owners, real estate investors, and high-net-worth families strategically design their financial futures. Our unique ‘Total Net Worth Architecture’ model proactively identifies and eliminates tax leakage, ensuring optimal outcomes before significant capital events.
Our services encompass exit planning & business sales (including QSBS and installment sales), real estate tax strategy (1031 exchanges and DSTs), and cross-border international tax solutions. We deliver measurable results, such as restructuring businesses for successful exits, reversing IRS audits, and significantly reducing penalties. O’Brien & Panchuk, LLP provides personalized service with dedicated partners, account managers, and administrators, offering quarterly strategy sessions for proactive financial management. We are committed to building lasting legacies for our clients.
Contact Details
+1(760) 851-0056
info@obrienpanchuk.com
Palm Desert, United States (US), 44751 Village Ct
+1
Founded
2015
Company Type
Partnership
Employees
10-20
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