Licensed in New Jersey & Pennsylvania

Charles K. O'Malley

CPA, CFP®, PFS Managing Partner

Consulting, Business, Taxes and Planning

 

Chuck graduated from St. Joseph's Prep and LaSalle University  and is a member of the AICPA, plus the NJ and PA State CPA Societies. He is the son of William J. O'Malley Jr., PA, EA, an alumnus of St. Joseph's Prep and University, who created a Public Accounting Firm in 1945. We are still serving successors of his original clients. Chuck has seven years of private industry, manufacturing company experience including controllerships. He has performed accounting and tax assignments for Fortune 500 companies and their board members, plus many small and medium-sized, closely-held and family-owned businesses.

 

In October 2005, Chuck and Gypsy (the firm's highly successful Champion Irish Setter) were on the cover of CPA Wealth Provider for his featured article on family business succession planning. He has frequently been a speaker on taxation and retirement planning and is the editor of O'Malley News & Views, the firm's tax newsletter and "Washington Watch" the firm's Blog.

 

His volunteer activities have included being a member of the Cinnaminson Township Zoning Board where he served as both Chairman and Vice-Chairman for 24 years (retiring at the end of 2013) plus he was an advisor to the Audit Committee for Holy Cross High School, Delran, NJ (retired in 2014), but he is still advising the Finance Committee for Sacred Hearth Church, Riverton, NJ.

 

His hobbies include boating on the Chesapeake Bay, traveling in the family's motor home. Irish Setters, golf, swimming and creating 'Migit Valley' his own model railroad empire.

 

omalleycpa@omalleycpa.com

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