Services

We have partnered with a trusted CPA to provide additional tax planning services to our clients. D.F. O’Brien + Co. has over 40 years of Accounting experience. One of the most significant benefits of working with a CPA is their tax planning expertise. Dave O'Brien will create a comprehensive tax planning strategy, efficiently manage your accounting functions, and find ways to increase your cash flow. When you work with a combined CPA and financial advisor you can take comfort in knowing that a team of professionals is diligently collaborating to coordinate all aspects of your financial plan.