Dan O’Connor, CPA

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Meet Dan

Dan has more than 25 years of experience providing comprehensive tax planning, tax compliance and transactional consulting services.He has serviced a variety of businesses in his career but his focus and areas of technical expertise have been entrepreneurial businesses and high net worth individuals. He works with his clients in a wide range of sophisticated transactions, including business acquisitions, planning for real property dispositions and acquisitions, debt restructurings, partnership formations and dissolutions.

He has significant experience in the real estate industry. His real estate clients include commercial, residential, industrial developers and operators, land developers, home builders, residential and commercial construction contractors, and real estate brokers.

Dan has a Master's of Business Taxation degree from Golden Gate University and a Bachelor of Arts degree in Economics from the University of California, Los Angeles (UCLA). He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

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Professional History


  • Bolar Hirsch & Jennings
  • Haskell & White


  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants


  • Golden Gate University
  • University of California, Los Angeles


Q. What is it about accounting and consulting that first drew your interest?
Two things drew me to accounting: I love the challenge of solving complex problems and I enjoy that it allows me to get a mix of technical work and relationship building.
Q. Make a prediction; describe your vision of the future of the general business environment.
Companies are going to need to be flexible when it comes to both employees and technology. Millennials are the largest segment of the workforce and Gen Z isn’t far behind. On the whole, they want to explore, travel and be given options like remote working. They came of age in a time where changing employment is common, so organizations will have to do more to retain talent. When it comes to technology, businesses that do not adapt will fall behind. With emerging technology like artificial intelligence and automation being adopted at greater rates, companies need to invest in an infrastructure that keeps them competitive.
Q. Without naming names, tell us about your favorite client and why you enjoyed working with them.
I have a client who has a very entrepreneurial spirit. They often have very challenging transactions while coming at it with a fun and positive attitude. It gives my team and me a great opportunity to grow more from a technical perspective while enjoying the work. This client is appreciative of the hard work we do, and it shows.
Q. What’s your proudest moment?
Showing perseverance in a challenging time. I was with an organization that suffered many leadership losses and its financial sustainability was questionable. Many friends and peers were concerned and advised me to move on. But, it’s really the hardest times where you learn the most. I stuck it out and having a hand in turning the organization around and achieving profitability is something that will always make me feel proud.
Q. Who is (or was) the most influential person in your life
My childhood baseball coach. From a very young age through high school, he taught me about discipline, overcoming difficult times, the value of hard work and persistence. Those lessons stay with me to this very day.
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
Take chances, get out of your comfort zone, take on the complicated and difficult transactions because that’s how you grow and learn. Be willing to change, whether in technology or the way business is done.
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