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Our executive business consulting services have helped thousands of people in the Bay Area and San Diego, from small business owners to tax and finance executives of large multinational publicly traded corporations, achieve their tax objectives. And we want to help you!

A deep tax technical expertise coupled with decades of real-world practical experience serving some of the most complex businesses across the globe are what make us different from other firms our size. Whether it’s preparing your first 1120, or thinking about expanding offshore, OUM can help! Our scalable business tax services can be tailored to fit your unique business needs.

The following is just a small list of the executive business consulting services we offer in the Bay Area and San Diego:

  • Business Management and Family Office
  • Outsourced Solutions
  • Business Acquisition & Succession Planning
  • IRC section 382 studies
  • Nexus determinations
  • Transactional (mergers and acquisitions) consulting
  • Tax audit representation
  • Tax accounting assistance (ASC 740)
  • Tax accounting method studies
  • Business restructuring tax impact studies
  • Tax department outsourcing/co-sourcing services


Warren Chung
Warren ChungPartner – Tax Services
Clara Fong
Clara FongPartner - Assurance & Advisory
Mustafa Kagalwala
Mustafa KagalwalaIT Advisory Director
Scott Miller
Scott MillerPartner - Assurance & Advisory
Chris Millias
Chris MilliasPartner - Assurance & Advisory
Doug Pallotta
Doug PallottaPartner - Assurance & Advisory
Darwin Pangilinan
Darwin PangilinanPartner - Assurance & Advisory
Brad Weisert
Brad WeisertPartner - Tax Services