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O'Brien & Panchuk, LLP CPAs

O'Brien & Panchuk, LLP CPAs

Reviews Summary

The overwhelming majority of reviews praise O'Brien & Panchuk for exceptional service, expertise, and friendly staff, highlighting their attention to detail, proactive advice, and long-term client satisfaction. Many appreciate their tax guidance, business insights, and welcoming atmosphere. However, a small minority express dissatisfaction, citing unfulfilled promises, lack of personalized attention, and unexpectedly high fees compared to previous providers. The firm is generally regarded as highly professional and knowledgeable, with most clients strongly recommending their services.

About This Listing

Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Manufacturing
Agriculture
Cross-border Taxation
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Manufacturing
Agriculture
Cross-border Taxation
CPA License

Contact Information

Address

44751 Village Ct #300

Palm Desert, California 92260

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-4:30PM
Tuesday 8:30AM-4:30PM
Wednesday 8:30AM-4:30PM
Thursday 8:30AM-4:30PM
Friday 8:30AM-3PM
Saturday Closed

Customer Reviews

I relocated here from South Lake Tahoe and selected this firm to do my taxes. I paid approximately $2,000 per year to my CPA in South Lake Tahoe, CA for several years and O'Brien & Panchuk, LLP CPAs billed me over $40,000 for my 2023 taxes. No changes in my finances for the last ten years. I'm perplexed and sadden by this amount of money I paid them. I went back to my CPA in South Lake Tahoe, CA. O'Brien & Panchuk have great reviews; I guess I want to save money. Since, I make less than $60,000 yearly.

I have been working with Max and O?Brien & Panchuk for close to 10 years. Been very pleased with my returns. The office has always been welcoming. I appreciate the work they have done for me.

We have relied on Max and the team at O'Brien & Panchuk for over 7 years, to provide intelligent guidance when it comes to running and growing our media ad sales business. I always enjoy our conversations, whether we're dissecting numbers or brainstorming creative solutions. I can always trust Max and the team to provide friendly, trustworthy advice that I easily understand. Max has the brain of a mathematician combined with a quick wit and highly evolved sense of humor. Not many business owners can say, "I

Our entire family has been working with O'Brien and Panchuk ever since we moved to Coachella Valley in 2018, and we have experienced nothing but the best service year after year. They have been instrumental in helping me save money, both with my personal and business taxes. Their expertise and attention to detail and second to none.

We felt completely duped by this firm. The initial meetings with Max Panchuk were full of promise and we felt we would be in good hands. Then those promises were quickly forgotten. Candice, the actual accountant who began processing our tax returns, did not seem to know anything about our situation or even care. She was ready to take our uploaded income statements and other documents, fill in the blanks on the return with those crunched numbers, and file the returns without any regard. When we raised c

Impressed with and grateful for the firm?s advisory approach. Two meetings just to learn about our operation. Staff asked questions and provided advice, we had never received before. It?s quite reassuring dealing with a proactive firm and first rate upbeat staff.

My sister referred me to this company and I am so glad she did! I have been an independent contractor for roughly 5 years and am on a 1099. My old accountant quite honestly had no idea what she was doing once I switched over from being a "regular" employee. Three years ago, I decided to try O?Brien & Panchuk LLP and am so happy I did. They keep in constant contact me throughout the year and organize my expenses. They have also given me great advice on starting a SEP IRA, etc. Finances have always be

As international clients we were very pleased with the services provided by O'Brien & Panchuk. We appreciated their attention to detail and their professionalism. j & g v

Excellent experience with O'Brien & Panchuk. Thank you guys for your help, just taking a moment to show our appreciation. Much love and respect from our startup company!

I highly recommend Obrein and Panchuck . The staff was so friendly , highly efficient and everything ran so smoothly. They are highly educated in this field and they made us feel comfortable every step of the way .

I have known Max for over a decade. He is a responsible professional, expert in the field, I highly recommend his and the firm's services.

Bar none the easiest firm to work with in my experience. Appreciate the tax advice!

The staff is first rate and extremely customer service oriented. Everyone answers the phone and sounds very happy. Really puts you at ease.

Fantastic, detailed advice, and incredibly knowledgeable, would recommend to anyone.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.