OK Advisors, Inc. | Financial Strategists

About the firm

OK Advisors, Inc. is a firm comprised of professionals with a wide range of experience who share the lust of the entrepreneurial spirit.

OK Advisors' executives have been active professionals living the life of and serving entrepreneurs for a combined 40 years. They have formed a firm committed to providing their clients with top quality, efficient, creative, and responsive consulting work – and successful results.

OK Advisors has the knowledge, network, and know-how to help you through your personal and business challenges. Over the years the firm has developed its executives through direct ownership of entrepreneurial ventures, leadership of international enterprises, formal education, and continuing adventures. OK Advisors has developed a network of business owners and professional advisors who are brought into engagements to provide insight, technical excellence, and to open doors for their clients.

The firm's clients include individuals, family and closely held businesses, public entities, and people who are looking to do the best with what they have and need mentoring to achieve their life goals.

40 yearscombined experience serving entrepreneurs
Two officesSan Pedro, California and Alexandria, Virginia
Big Four trainedPricewaterhouseCoopers and Ernst & Young

Services

Two practices, one network of business owners and professional advisors behind every engagement.

Entrepreneurial Services

As business owners, we know what it takes to launch a successful business. We are also prepared to work through the many hurdles that stand in front of all entrepreneurs. We can help you with:

Business plans
Entity choice
Shareholder agreements
Buy-sell agreements
Operational cash flow
Marketing alternatives
Growth management
Business sales and dissolutions

…as well as give you the horsepower to just get some projects completed.

“OK Advisors has stepped-in with structure, diligence, and expertise in a way that has been unusually responsive and exact.”

Tax Services

Our professionals have the knowledge, network, and know-how to help you develop and execute your tax plan including filing of related tax returns. Our practice includes individuals, partnerships, limited liability companies, private and public corporations, as well as estates and trusts.

We use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities – and most importantly make alternatives available to you so you can make an informed decision based on your needs, risk tolerances, and financial aggressiveness.

“Most people must pay taxes. But there's no rule that says you are required to leave a tip.”

Biographies

John O'Connor

Entrepreneurial Services

Mr. O'Connor leads OK Advisors, Inc. as well as 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 master's degree from the School of Accounting and a bachelor's degree from the School of Business at 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

Tax Services

Mr. Kay heads the Tax Services arm of OK Advisors. 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 for 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 his wife enjoy golfing and traveling together.

Contact us

Please give us a call or send us an email and we would be happy to discuss your specific needs. It is our policy to answer all emails within 1–2 business days.