Business Details
Comprehensive Accounting & Tax Services in Katonah
Heckler & O'Keefe CPAs PC CPAs, P.C. is a full-service accounting firm dedicated to delivering personalized, client-centric solutions across diverse industries. With over 65 combined years of experience in accounting, taxation, advisory, and assurance services, our team specializes in serving healthcare, professional services, real estate, financial services, and not-for-profit sectors. We prioritize a collaborative team approach, ensuring direct access to partners and tailored strategies that address complex compliance, risk management, and growth challenges. Our commitment to continuing education and industry-specific expertise enables us to provide actionable insights and competitive advantages to clients ranging from family-owned businesses to multinational corporations.As a peer-reviewed member of the American Institute of Certified Public Accountants and the New York State Society of CPAs, we uphold the highest standards of professionalism and service quality. Our focus on building long-term relationships allows us to anticipate needs, streamline operations, and deliver measurable results in an ever-evolving financial landscape. From tax planning and international compliance to estate management and retirement strategies, our holistic approach ensures comprehensive support for individuals and organizations alike. This dedication to excellence has solidified our reputation as a trusted advisor in Katonah, NY, and beyond.
Services
Accounting & Auditing
Tax Compliance
Business Consulting
International Tax
Estate & Trust Planning
Highlights and features
- We have over 65 years of combined experience in accounting and tax services.
- Our personalized team approach ensures direct access to qualified professionals.
- Specialized expertise in healthcare, real estate, and international tax matters.
- We are peer-reviewed members of the American Institute of Certified Public Accountants.
- We provide compliance strategies tailored to complex regulatory environments.
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of CPAs
Services
Accounting & Auditing
Our accounting and auditing services include audits, reviews, and internal control assessments tailored to businesses of all sizes. We maintain personalized financial records and ensure accurate reporting for corporations, partnerships, and individuals. With a focus on transparency and regulatory compliance, our team delivers actionable insights to enhance financial decision-making.
Tax Compliance
We specialize in comprehensive tax planning and compliance for individuals, businesses, and international clients. Our services cover multi-state filings, estate taxes, and representation before the IRS. By staying current with evolving tax codes, we help clients minimize liabilities while maintaining full compliance with federal and state regulations.
Business Consulting
Our business consulting services focus on strategic planning, entity formation, and operational efficiency. We provide tailored guidance for startups, payroll compliance, and complex compensation arrangements. Leveraging industry-specific expertise, we help clients navigate financial challenges and implement scalable solutions for long-term growth.
International Tax
We handle U.S. tax obligations for international clients and coordinate foreign tax compliance strategies. Our services include cross-border transaction planning, tax treaty applications, and dual-status filings. With expertise in PFIC regulations and foreign earned income exclusions, we ensure clients meet both domestic and international tax requirements.
Estate & Trust Planning
Our estate and trust services encompass tax return preparation, fiduciary reporting, and asset transfer planning. We specialize in private foundation compliance and charitable trust administration. By integrating tax-efficient strategies, we help clients preserve wealth and ensure seamless transitions for beneficiaries.
People
Thomas F. OKeefe
Partner
With over 30 years in tax law, Thomas advises domestic and international clients on complex tax matters. He holds CPA and JD credentials, contributes to tax publications, and lectures on corporate reorganizations.
Joseph R. Saulnier
Partner
Joseph leads hedge fund and international tax services. He specializes in high-net-worth individual planning and multi-state compliance, combining technical expertise with personalized client service.
Michael Byrne
Principal
Michael offers accounting, audit, and tax solutions for healthcare and real estate clients. He focuses on business formation, payroll tax matters, and industry-specific compliance strategies.
Raysa Toribio
Manager
Raysa provides accounting and tax services for business clients. She builds client relationships to address compliance needs in dynamic economic environments, leveraging expertise in audit and tax preparation.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, internal control audits, and business consulting for entities of all sizes.
Do you specialize in international tax compliance?
Yes, we handle U.S. tax filings for foreign taxpayers and coordinate compliance with international tax obligations.
What industries do you serve?
We specialize in healthcare, real estate, financial services, professional services, and not-for-profit organizations.
How do you support business startups?
We assist with entity formation, compliance, payroll, and sales tax filings for new businesses.
Can you help with estate and trust tax planning?
Yes, we offer estate tax returns, fiduciary compliance, and trust administration services.
