John O’Connor

Mr. O'Connor leads O'Connor and Kay, Inc. as well its Entrepreneurial Services arm. He currently owns interests in a number of startup enterprises as well as established midsize companies. These companies cover a wide spectrum of industries including High-tech storage devices, High-tech communication, novelty distribution, land surveying, real estate, and financial services.

In the recent past Mr. O'Connor has owned and/or been the President of an international airline servicing company which he grew from a 385 employee to an over 800 employee operation, a medical device company, and various real estate investment entities. Mr. O'Connor obtained formal training during his 11 years with what is now one of the largest accounting firms in the world PricewaterhouseCoopers. He also holds a masters degree from the School of Accounting and a Bachelors degree from the School of Business from the University of Southern California (“USC”).

Mr. O'Connor has taught courses at the University of California Northridge and is a visiting lecturer at USC in its graduate School of Accounting. Believing in community service, Mr. O'Connor is on the Board of Directors and/or Treasurer of the Pacific Coast Sailing Center (which provides opportunities for disabled people and young adults to learn how to sail), the Cabrillo Beach Youth Sailing Club (which provides scholarships, equipment, and instructors to junior sailors in the Los Angeles harbor area), and the Cabrillo Beach Yacht Club (an owner of marina, storage, and clubhouse properties).

John A. Kay III

Mr. Kay heads the Tax Services arm of O'Connor and Kay. Mr. Kay has over 10 years of experience reviewing and preparing federal and state income tax returns, quarterly estimates, and year-end projections for a variety of individuals, partnerships, and corporations. Mr. Kay gained much of his experience working at two of the largest providers of tax services, PricewaterhouseCoopers and Ernst & Young.

Mr. Kay has helped ease the tax burden for many individuals, including individuals eligible for the earned income credit and individual partners with numerous state filings and complex basis issues. He has broad knowledge across a multitude of corporate tax issues as well, including those unique to closely-held family businesses, earnings and profits studies multinational corporations, stock basis calculations, subchapter C to S conversions, and various corporate liquidations. Mr. Kay has done work for a variety of industries including high technology, manufacturing, energy, banking, retail distribution, and service providers. Mr. Kay also has experience reviewing and preparing tax accruals under FAS 109, "Accounting for Income Taxes". Mr. Kay’s two years working as an internal auditor at a public company lent him a distinctive understanding of internal corporate accounting.

Mr. Kay has a Master of Business Taxation from the University of Southern California and a Bachelor of Science in Accounting and Finance. Mr. Kay is a CPA licensed to practice in tax in Virginia and California. Mr. Kay lives in Virginia where he and wife enjoy golfing and traveling together.

For more information about O'Connor & Kay, please email us info@okadvisors.com