Your Future. Our Focus.


Your Future. Our Focus.

Sean R. O’Connell, CPA/PFS, CGMA

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Sean R. O’Connell, CPA/PFS, CGMA

TITLE: Partner, Tax Service Line Co-leader
LOCATION: Fairfax (Metro DC)

Sean O’Connell a service line co-chair of the firm’s tax department, where he is responsible for initiating and improving upon firm-wide training, review and research procedures in order to ensure service excellence. A frequent public speaker, Sean has lectured and taught for the Virginia Society of Certified Public Accountants (VSCPA), the University of Mary Washington and Germanna Community College.

In addition to his CPA, Sean has been designated as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants (AICPA) for demonstrating experience in personal financial planning activities and completing a comprehensive examination that tests risk management, investment planning, retirement planning, estate planning and personal financial planning skills. He is also a Chartered Global Management Accountant (CGMA), which is an international business designation that requires a combination of examination and experience equivalent to a master’s degree.

When Sean was first exposed to business and accounting training in the eighth grade, he knew then what he wanted to do for a living. Today, he is most motivated by assisting business owners and families achieve their objectives while using current tools and technologies. Virginia Business magazine has repeatedly recognized him as a Super CPA, most recently for his work in the Individual Tax practice category. In addition, he was presented with Bridgewater College’s “Outstanding Young Alumnus Award” in 1997. As he completed his college coursework in 1985, the CPA profession recognized him for outstanding proficiency in the field of accounting.

Sean’s community involvement background includes serving as past president of his local Kiwanis, Rotary and YMCA. He also serves as chairman of the board of the Mount Vernon-Lee Chamber of Commerce.

PROFESSIONAL ASSOCIATIONS:

  • American Institute of Certified Public Accountants and its Tax Section
  • Virginia Society of Certified Public Accountants
  • McLean Estate Planning Council
  • Northern Virginia Estate Planning Council
  • John Marshall Bank Fairfax Advisory Board

EDUCATION:

  • Bachelor in Business Administration from Bridgewater College, magna cum laude, in Bridgewater, Virginia

ARTICLES:

INDUSTRIES:
Government Contracting, Professional and Technical

SERVICES:
Consulting, Tax: Business, Tax: Individual

HOW I HELP:


"I use current tools and technologies to bring business owners and families closer to achieving their financial objectives."

 

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2020-02-04T15:20:30-05:00