Business Details
Trusted Tax Solutions for Individuals and Businesses
At O'KeeffeCPA & Associates, we pride ourselves on delivering precise and reliable tax solutions tailored to the unique needs of individuals and businesses. Our team of certified professionals brings deep expertise in tax preparation, resolution, and small business advisory services, ensuring compliance with evolving regulations while optimizing financial outcomes. With a focus on personalized service, we guide clients through complex tax challenges, from IRS debt relief to strategic business setup, leveraging decades of combined experience in public and private sector finance.Our commitment to excellence extends to federal acquisition services, where we support government contractors with specialized financial management. By prioritizing transparency, accuracy, and client education, we empower our clients to make informed decisions that secure their financial futures.
Services
Tax Preparation
Tax Resolution
Small Business Setup
Federal Acquisition Services
Individual Taxes
Business Taxes
Estate Tax Planning
Offer in Compromise
Penalty Abatement
Installment Agreements
Highlights and features
- We specialize in tax resolution services including IRS Offers in Compromise.
- Our team provides tailored small business tax planning and setup solutions.
- We offer federal acquisition services for government contractor financial management.
- We maintain compliance with the latest tax laws and regulations.
- Our experienced CPAs deliver personalized tax preparation for individuals and businesses.
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We analyze financial details to identify deductions, minimize liabilities, and optimize returns while adhering to current tax regulations. With a personalized approach, we handle straightforward to complex returns, allowing clients to focus on their priorities during tax season.
Tax Resolution
We specialize in resolving back taxes through IRS programs like Offers in Compromise and Penalty Abatement. Our team negotiates settlements based on financial hardship, challenges excessive penalties, and establishes manageable installment agreements. By navigating complex IRS protocols, we help clients achieve financial relief and avoid collection actions.
Small Business Setup
We guide entrepreneurs through business setup, including tax structure selection and compliance planning. Our services cover entity formation, tax strategy development, and access to trusted payroll/bookkeeping partners. By addressing regulatory requirements and optimizing deductions, we establish a strong financial foundation for new and expanding businesses.
Federal Acquisition Services
We support government contractors with financial management for defense acquisition programs. Our expertise includes life cycle costing, earned value management, audit compliance, and portfolio analysis. By aligning with DoD standards, we enhance ROI through performance tracking and strategic documentation for federal agencies.
Estate Tax Planning
Our estate tax services focus on minimizing liabilities for executors and beneficiaries. We provide valuation analysis, deduction optimization, and compliance with estate tax regulations. By combining technical expertise with personalized guidance, we help clients preserve wealth and navigate complex inheritance scenarios with confidence.
Questions
What tax services do you offer?
We provide tax preparation for individuals and businesses, IRS debt resolution, small business setup, estate tax planning, and federal acquisition services for government contractors.
How can you help with IRS tax debt?
We negotiate IRS Offers in Compromise, reduce penalties through abatement programs, and establish installment agreements to resolve back taxes while protecting client assets.
Do you assist with business formation?
Yes, we guide clients through entity selection, tax structure optimization, and compliance planning to establish a strong financial foundation for new businesses.
Are your services available outside Richmond?
We serve clients in Henrico, Alexandria, and surrounding areas of Virginia through in-person and virtual consultations.
What sets you apart from other tax firms?
Our team combines CPA expertise with specialized knowledge in federal contracting and complex tax resolution, offering personalized solutions tailored to each client's unique situation.
