Evan O’Brien, CPA, MBA
Get to know the CPA you’ll work with.
I’m Evan O’Brien, a CPA with a background in financial leadership. You’ll discuss your questions directly with me, with room to explain what matters to you and understand the reasoning behind my recommendations.
A CFO’s perspective on your tax decisions.
- 13 years in finance
- Former bank CFO
As a bank’s chief financial officer, I led its finance department, helped guide its financial strategy, and worked with regulators.
When I look at your tax options today, I also consider your business priorities and personal financial goals. I want you to understand how a recommendation fits the decisions you’re making.
How I work with you
I start with questions about your financial situation and what you’ve done in the past. I review the relevant documents and discuss your goals before deciding which options to recommend.
Direct contact.
I’m the person you contact about your work or documents.
Options explained.
I explore the options that fit your situation and explain the reasoning behind my recommendations.
Phone or video conversations.
You can discuss your situation with me remotely.
An agreement before work begins.
I put the services and fees in writing. After you agree, I request the documents needed to begin.
