Greg O'Brien, CPA is a knowledgeable and experienced certified public accountant who specializes in complex tax planning and virtual CFO services for startups, entrepreneurs, and high-growth individuals. He earned his Bachelor of Science in Accounting with a concentration in Health and Industry and his Masters degree in Taxation, Accountancy/Taxation from Bentley University.

As one of the only Certified Tax Coaches in Massachusetts, licensed by the American Institute of Certified Tax Planners, Greg focuses on using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden. With a deep understanding of today's complex tax and business environment, he is a leader in finding creative solutions to help his clients succeed.

Greg is the President and Founder of Greg O'Brien, CPA, PC, and has a successful track record of serving clients in various industries. His previous experience includes serving as the Portfolio Financial Manager at Federal Realty Investment Trust, as well as holding positions as an Analyst, Portfolio Accountant, and Semi Senior Accountant at Linear Retail Properties and Katz, Nannis + Solomon, P.C.

Greg has a passion for helping startups and entrepreneurs and has co-founded Broco Investments LLP, which invests in early-stage companies with exceptional potential. His expertise in financial planning, accounting, and tax strategy makes him a valuable resource for those looking to navigate complex financial decisions with confidence.