Business Details
Your Trusted Partner for Accounting Solutions
Heckler & O'Keefe CPAs PC is a full-service accounting firm dedicated to delivering personalized service and expert guidance in a rapidly evolving financial landscape. With over 65 years of combined experience, our team provides comprehensive accounting, tax, and advisory services tailored to diverse industries including healthcare, real estate, professional services, and nonprofit organizations. Our commitment to continuing education ensures we maintain the highest standards of service while addressing complex compliance and regulatory demands. We specialize in international tax planning, estate and trust administration, and business consulting, offering strategic solutions that extend beyond basic compliance. Our partner-led approach guarantees direct access to seasoned professionals who prioritize understanding each client's unique needs.By combining technical expertise with a focus on measurable results, we help clients navigate challenges and achieve long-term success. Our membership in the American Institute of CPAs and New York State Society of CPAs underscores our dedication to professional excellence. From audit services to retirement planning, we provide the competitive edge businesses require in today's marketplace. Our team's extensive experience with high-net-worth individuals, family offices, and international corporations positions us to handle sophisticated tax matters. We remain committed to advancing our clients' financial objectives while maintaining the trust and integrity that have defined our practice for decades.
Services
Tax Compliance
Audit Services
Business Consulting
International Tax Planning
Estate & Trust Services
Retirement Planning
Accounting & Auditing
Not-for-Profit Services
Healthcare Consulting
Real Estate Services
Highlights and features
- We offer 65+ years of combined accounting experience across diverse industries
- Our team includes AICPA and NYSSCPA members with specialized tax expertise
- We provide personalized service with direct partner-level accessibility
- Our international tax practice handles complex cross-border compliance matters
- We maintain rigorous continuing education standards for superior service quality
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Compliance
Our tax compliance services develop strategic solutions for individuals and businesses to minimize tax liabilities while ensuring accurate filings. We handle multi-state and international tax issues for corporations, LLCs, and partnerships while providing expert representation before tax authorities. Our team specializes in complex areas including PFIC regulations, foreign tax credits, and tax treaty applications.
Audit Services
We provide comprehensive audit, review, and compilation services tailored to business needs. Our team conducts internal control assessments and financial statement audits while maintaining strict adherence to professional standards. Services include agreed-upon procedure engagements and specialized audits for nonprofit organizations and healthcare entities.
International Tax Planning
Our international tax practice addresses complex cross-border compliance requirements for businesses and individuals. We coordinate U.S. and foreign tax filings, handle entity classification matters, and provide strategic planning for inbound and outbound transactions. Services include ITIN processing, FIRPTA compliance, and dual-status tax filings.
Estate & Trust Services
We offer comprehensive estate and trust administration services including tax return preparation, fiduciary accounting, and asset transfer planning. Our team assists with private foundation compliance, charitable trust structuring, and succession planning to ensure smooth wealth transition while minimizing tax exposure.
Business Consulting
Our business consulting services provide strategic guidance for entity formation, operational planning, and complex compensation arrangements. We assist startups with formation decisions, help established businesses with regulatory compliance, and offer tailored solutions for industry-specific challenges in healthcare, real estate, and professional services.
People
Thomas F. OKeefe
Partner
With over 30 years of experience, Thomas OKeefe specializes in corporate, partnership, and international tax matters. A CPA and attorney, he advises high-net-worth individuals and multinational businesses while maintaining active roles in tax law committees and professional publications.
Joseph R. Saulnier
Partner
Joseph Saulnier leads our international tax practice with expertise in hedge funds and cross-border compliance. He provides strategic tax planning for family offices and high-net-worth clients while maintaining active AICPA and NYSSCPA memberships.
Michael Byrne
Principal
Michael Byrne specializes in healthcare and nonprofit accounting with extensive experience in business formation and tax compliance. He provides audit and advisory services to professional service firms and real estate entities while maintaining AICPA membership.
Raysa Toribio
Manager
Raysa Toribio manages accounting and tax compliance for business clients with expertise in evolving regulatory environments. She provides specialized support for startups and small businesses while maintaining active CPA certification since 2015.
Questions
What accounting services do you offer?
We provide audit, review, and compilation services along with specialized accounting solutions for healthcare, real estate, and nonprofit organizations.
Do you handle international tax matters?
Yes, our firm specializes in cross-border tax compliance, including entity classification, foreign tax credit optimization, and ITIN processing.
How do you personalize client service?
Our partner-led approach ensures direct accessibility, with customized solutions developed through in-depth understanding of each client's industry and financial goals.
What industries do you specialize in?
We focus on healthcare, real estate, professional services, financial services, and nonprofit organizations with tailored expertise for each sector.
How experienced is your team?
Our professionals maintain 20+ years average experience with specialized credentials including CPA licenses and AICPA memberships across tax, audit, and consulting disciplines.
