Tax strategy & financial guidance built for business owners.

I’m Evan O’Brien. I help you make smarter tax and financial decisions.

I typically respond within one business day.

Understand your numbers—and what to do with them.

See your full financial picture before you decide.

You’re paying a lot in taxes.
I identify tax-planning opportunities and explain which strategies fit your situation.
You need numbers you can trust.
Accurate records help you track performance and see where your money goes.
You want more than tax preparation.
I bring a CFO’s perspective to your business, investments, and taxes.
You want a CPA you can talk to.
You work directly with me. I answer your questions and explain my advice.

For business owners, individuals, and real estate investors.

Before year-end, I evaluate tax strategies to reduce unnecessary taxes and support your financial goals.

I prepare business and individual tax returns, help organize your records, and answer filing questions.

I help you understand cash flow and profitability, and evaluate business and investment decisions.

I keep your records accurate and up to date so you can track income, expenses, and performance.

I assess if faster depreciation could improve your property’s near-term cash flow.

I spent 13 years in finance, including as a bank CFO.

I explain my advice so you can make financial decisions with confidence.

Request a consultation.
Tell me your goals. You don’t need to choose a service yet.
We’ll talk.
I’ll follow up to arrange a phone or video consultation.
I’ll learn about your situation.
We’ll discuss your finances, taxes, and goals.
We’ll determine the next step.
If I can help, I’ll recommend a service and explain the next steps.

You’ll know the next step and why it makes sense.