We know your business, not just your numbers.
At O'Bannon Anaya & Company, we know your business, not just your numbers. For over 25 years, we have been providing expert analytics, counsel, and more to our clients. As a concierge CPA firm, we are dedicated to providing personalized service and attention to detail that sets us apart from the rest. Our team of expert accountants and advisors are passionate about helping our clients achieve their financial goals and succeed in their respective industries.
Our Philosophy
Our philosophy is simple: when our people achieve their best, so do our clients. We are committed to helping our team members achieve their potential, which in turn enables us to provide exceptional service to our clients. Our talented team members share a common way of working and commitment to quality, making our organization successful. We believe that by focusing on the growth and development of our people, we can deliver outstanding results for our clients.
Our Services
We offer a range of services designed to help our clients achieve their financial goals. Our services include:
- Tax Preparation and Planning: We can maximize your deductions, minimize your liabilities, and help keep you growing. Our focus includes partnerships and limited liability companies, S and C corporations, individuals, estates, trusts, payroll, sales and use tax, and audits.
- Advisory: We take time to understand your business, offering unbiased counsel that can exploit opportunities and avoid pitfalls. Our advisory services include entity structure, business sales, real estate transactions, and tax planning.
- Accounting: Our concierge approach goes beyond just tallying revenues and expenses. We offer QuickBooks implementation and training, consulting on a regular basis with your in-house bookkeeper, referrals to qualified contract bookkeepers, and referrals to payroll service providers.
Industries We Serve
We serve a variety of industries, including:
- Healthcare
- Legal & Professional
- Real Estate
- Retail
- Technology
- Automotive
- Cannabis
- Contractors
- Entertainment
- Franchises
Leadership
Our leadership team is comprised of experienced and skilled professionals who are passionate about helping our clients achieve their financial goals. Our team includes Kristy O'Bannon, CPA, and Jen McClenahan, CPA, who have decades of combined experience in advisory and taxation services.
Overall Experience
The reviewer, Gina Brown, shares her outstanding experience with the IRS problem solution service. She starts by mentioning that she recently encountered a small issue with the IRS and was able to quickly resolve it with the help of Kristy O'Bannon. Gina emphasizes that Kristy quickly understood her problem, explained the solution in a clear manner, and helped her resolve the issue within minutes.
Expertise and Knowledge
Kristy O'Bannon is commended for her exceptional expertise and knowledge in understanding complex IRS issues. Gina's positive review highlights Kristy's ability to break down complex problems into simple terms, making it easy for her to understand and resolve the issue.
Additional Perks
The reviewer also mentions that this IRS problem solution service is a huge supporter of animal welfare organizations, specifically Heaven Can Wait Animal Society. This adds a personal touch to the excellent service provided by Kristy O'Bannon and the company as a whole.
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