O'Brien & Panchuk, LLP
/c/obrien-panchuk-llp
O'Brien Panchuk LLP is an advisory-first CPA firm serving business owners, real estate investors, and high-net-worth families across Southern California and 18+ countries.
We don't do tax prep. We architect after-tax outcomes.
Our model — Total Net Worth Architecture — is built on a simple premise: your tax return should be the output of a year-round strategy, not the starting point. We stress-test your entire net worth, identify structural leakage, and build the architecture to eliminate it — before a capital event forces your hand.
WHAT WE DO:
→ Exit Planning & Business Sales — QSBS (IRC 1202), installment sales (IRC 453), entity restructuring, M&A advisory, business valuations
→ Real Estate Tax Strategy — 1031 exchanges, Delaware Statutory Trusts (DSTs), partnership taxation, FIRPTA optimization
→ Cross-Border & International Tax — US/Canada treaty optimization, FBAR/FATCA, foreign property sales, expat tax
RESULTS THAT MATTER:
→ $7M business restructured into a $24M exit
→ $1.5M IRS audit fully reversed
→ $15M+ in total penalties abated
→ $700K in FBAR penalties reduced to $0
→ FIRPTA withholding reduced from 15% to 3%
Every client gets a lead partner, account manager, and dedicated administrator. Quarterly strategy sessions, not annual surprises.
📍 Palm Desert: (760) 851-0056
📍 Irvine: (949) 399-1040
🔗 obrienpanchuk.com
Industry: Accounting
Company Size: 11-50 employees
We don't do tax prep. We architect after-tax outcomes.
Our model — Total Net Worth Architecture — is built on a simple premise: your tax return should be the output of a year-round strategy, not the starting point. We stress-test your entire net worth, identify structural leakage, and build the architecture to eliminate it — before a capital event forces your hand.
WHAT WE DO:
→ Exit Planning & Business Sales — QSBS (IRC 1202), installment sales (IRC 453), entity restructuring, M&A advisory, business valuations
→ Real Estate Tax Strategy — 1031 exchanges, Delaware Statutory Trusts (DSTs), partnership taxation, FIRPTA optimization
→ Cross-Border & International Tax — US/Canada treaty optimization, FBAR/FATCA, foreign property sales, expat tax
RESULTS THAT MATTER:
→ $7M business restructured into a $24M exit
→ $1.5M IRS audit fully reversed
→ $15M+ in total penalties abated
→ $700K in FBAR penalties reduced to $0
→ FIRPTA withholding reduced from 15% to 3%
Every client gets a lead partner, account manager, and dedicated administrator. Quarterly strategy sessions, not annual surprises.
📍 Palm Desert: (760) 851-0056
📍 Irvine: (949) 399-1040
🔗 obrienpanchuk.com
Industry: Accounting
Company Size: 11-50 employees