Kevin O'connell, Cpa
About Kevin O'connell, Cpa
Kevin O'Connell is a Senior Accounting Manager at Karat Financial, specializing in tax and business compliance services for emerging industries. He has extensive experience in various accounting roles and has worked with businesses in sectors such as blockchain, cannabis, and technology.
Work at Karat Financial
Kevin O'Connell serves as the Senior Accounting Manager at Karat Financial, a position he has held since 2023. He operates out of the San Francisco Bay Area, where he focuses on delivering tax and business compliance services tailored to emerging industries. His role involves overseeing financial operations and ensuring compliance with relevant regulations.
Previous Experience in Tax Advisory
Before joining Karat Financial, Kevin worked as a Tax Advisor at Safe Harbor LLP for six months in 2022 and 2023. His responsibilities included providing tax compliance services and advising clients on tax strategies. Prior to that, he spent a significant portion of his career at MGO (Macias Gini & O'Connell LLP), where he held various managerial positions from 2013 to 2022, including Senior Manager and Manager.
Education and Expertise
Kevin O'Connell earned a Bachelor of Arts in Business Administration and Management from the University of Oregon's Charles H. Lundquist College of Business, completing his studies in 2013. He has developed expertise in tax-related matters, particularly in business restructuring around IRC Sec. 280E and IRC Sec. 1202 Qualified Small Business Stock (QSBS). His knowledge extends to advising on legal agreements for tax purposes.
Specialization in Emerging Industries
Kevin specializes in providing tax and business compliance services to emerging industries, including blockchain/cryptocurrency, cannabis, and psilocybin sectors. He has implemented new software systems and standardized operational processes within tax departments, enhancing efficiency and compliance. His experience also includes advising on various legal agreements relevant to these industries.
Outsourced CFO Services
In his previous roles, Kevin provided outsourced CFO services to athletes, content creators, and clients in the entertainment industry. His work involved incorporating loan-out companies and managing accounts payable and receivable functions. This experience has equipped him with a diverse skill set applicable to various business environments.