Paul O'Brien, CPA, MST, CFE
Principal

Paul O’Brien works primarily with the firm’s high-net-worth clients and their businesses providing sophisticated business and personal tax advice with a focus on minimizing tax liabilities via income tax planning, estate planning and gifting. His clients include Fortune 500 companies and family-owned businesses throughout the New England region and beyond. He is known as a tenacious problem-solver who aggressively advocates for clients before federal and state tax authorities. Paul has lectured, over the years, on pivotal issues in tax law including coping with Internal Revenue Service audits.

Paul is also a financial planning expert, having received the Certified Financial Planner (CFP) designation by the Certified Financial Planner Board of Standards. The rigorous two-year course of study includes education, examination, experience and ethics components.

A graduate of the University of Rhode Island with a Bachelor of Science degree in Accounting, he holds a Master’s degree in Taxation from Bryant University. He is a member of both the American Institute of Certified Public Accountants and the Rhode Island Society of Certified Public Accountants.

Active in his hometown community of North Kingston, Paul served as the Treasurer of the area Boy Scout troop for eight years.  Contact Paul at pobrien@SullivanCPA.com.