Heckler & O'Keefe CPAs

Heckler & O'Keefe CPAs, P.C. is a full-service accounting firm located in Katonah, New York with over 65 years of combined professional partner experience. The firm is a peer-reviewed and fully accredited member of the American Institute of Certified Public Accountants, with all partners being members of AICPA and New York State Society of CPAs. The firm provides audit, tax, advisory services and industry insight for clients navigating risk in challenging business environments. Service areas include accounting and auditing (audits, reviews, compilations, personal financial statements, agreed-upon procedures, internal control audits), business consulting (business startup services, accounting maintenance, payroll and sales tax filings, business dissolutions, compensation arrangements), estates and trusts (estate and gift tax returns, fiduciary income tax returns, trust and estate administration), international tax services (foreign taxpayer compliance, outbound tax issues, residency planning), tax compliance for individuals and businesses, and retirement planning. The firm serves diverse industries including healthcare (multi-specialty medical groups, dental practices, mental health), professional services (architectural, consulting, law firms), real estate (development, partnerships, investment trusts), financial services (investment management, hedge funds, private equity, family offices), not-for-profit sector, and retail/restaurants. The firm emphasizes personalized service and maintains partner availability when clients call.