Tax Planning & Strategy
Before year-end, I identify tax-planning opportunities, evaluate strategies, and estimate their impact—helping you reduce unnecessary taxes with a strategy that fits your broader financial picture.
Tax strategy & financial guidance built for business owners.
I’m Evan O’Brien. I help business owners, individuals, and real estate investors make smarter tax and financial decisions—looking at the full financial picture, beyond the tax return.
I typically respond within one business day.
Understand your numbers—and what to do with them.
For business owners, individuals, and real estate investors, informed decisions start with the full financial picture.
You’re paying a lot in taxes.
I identify planning opportunities proactively and explain which strategies may fit your tax and financial situation.You need numbers you can trust.
Reliable records help you understand business performance, see where your money goes, and make informed decisions.You want more than tax preparation.
I bring a CFO’s perspective to the financial and tax implications of your business and investment decisions.You want a CPA you can talk to.
You work directly with me to understand your situation, answer your questions, and discuss my advice.
Tax, Accounting & Advisory Services
I work with business owners, individuals, and real estate investors who want to better understand their finances, reduce unnecessary taxes, and make informed financial decisions.
Explore Tax Planning — Tax Planning & Strategy
Tax Preparation
I prepare individual and business tax returns, help organize your information, and answer filing questions. When planning opportunities arise, we can discuss them before the next tax year.
Business & CFO Advisory
Drawing on my bank CFO and Chief Investment Officer experience, I help you understand cash flow, profitability, and performance—and evaluate major business, investment, and capital decisions.
Bookkeeping
I help keep your business records accurate, organized, and up to date so you can monitor income, expenses, and performance, and make informed financial and tax decisions.
Cost Segregation
A cost segregation study may accelerate depreciation deductions and improve near-term cash flow. I evaluate whether it fits your investment property and how it supports your overall tax strategy.
I’m Evan O’Brien,
CPA, MBA.
Before starting O’Brien CPA & Advisory, I spent 13 years in finance, including serving as CFO and Chief Investment Officer of a community bank.
I bring experience analyzing financial statements, risk, investments, business performance, and capital decisions.- I look beyond tax savings to how a strategy fits your business, cash flow, investments, and goals.
- You work directly with me. I take time to understand where you are and what you want to accomplish.
I explain the reasoning behind my recommendations so you can understand complex financial and tax issues and make informed decisions with confidence.
Working together is straightforward.
Request a consultation.
Tell me about yourself, your business, and what you want to accomplish. You don’t need to know which service you need.We’ll talk.
I typically respond within one business day to coordinate a phone or video consultation.I’ll learn about your situation.
We’ll discuss your business, finances, taxes, and goals so I can understand where you are and what you’re working toward.We’ll determine the next step.
If I can help, I’ll explain my recommendation, the appropriate service, and what working together would look like.
No unnecessary complexity. You’ll know what the next step is and why.
