O'Keefe CPA, LLC
4.3
O'Keefe CPA, LLC offers comprehensive accounting, tax, estate planning, elder care, and small business services with a focus on professionalism, responsiveness, and quality.
About
O'Keefe CPA, LLC is a full-service accounting firm dedicated to professionalism, responsiveness, and quality. They offer a wide range of services including personal financial planning, estate planning, elder care, small business accounting, QuickBooks setup and training, payroll, part-time CFO services, audits, cash flow management, business valuation, strategic business planning, succession planning, new business formation, non-profit organization support, internal controls, tax preparation, tax planning, tax problem resolution, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, offer in compromise, IRS payment plans, bankruptcy, innocent spouse relief, and more.
The firm emphasizes personalized attention, high standards, and continuous professional education to ensure clients receive the best possible financial advice and service.
Services
Personal Financial Planning
One-on-one guidance and comprehensive financial planning to manage risk, improve performance, and ensure wealth growth.
Estate Planning
Comprehensive estate planning services to minimize taxes, avoid probate, and ensure assets are distributed according to the client's wishes.
Elder Care
Professional elder care services to assist with daily financial tasks, ensure proper management of finances, and provide peace of mind for families.
Small Business Accounting
Comprehensive accounting services for small businesses, including bookkeeping, financial reporting, and payroll.
QuickBooks Services
Expert QuickBooks setup, training, support, and optimization services for small to mid-sized businesses.
Payroll Services
Professional payroll processing and tax compliance services for small businesses.
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