Services
What I do
Accounting Services
At Eric Okeefe, we offer comprehensive accounting services tailored to meet the unique needs of individuals, businesses, and organizations. With a keen eye for detail and a commitment to accuracy, our team ensures that your financial records are organized, up-to-date, and compliant with regulations. Our accounting services include:
Bookkeeping: We handle day-to-day financial transactions, including recording income and expenses, reconciling bank statements, and maintaining general ledgers.
Financial Statement Preparation: We prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements, to provide you with a clear picture of your financial health.
Budgeting and Forecasting: We assist you in developing realistic budgets and forecasts to help you plan and manage your finances effectively.
Payroll Services: We streamline your payroll process, ensuring timely and accurate payment of wages, deductions, and taxes while complying with payroll regulations.
Tax Services
Navigating the complexities of tax laws and regulations can be daunting. At Eric Okeefe, we offer expert tax services to help individuals and businesses minimize their tax liabilities and ensure compliance with tax laws. Our tax services include:
Tax Preparation: We prepare and file tax returns for individuals, businesses, and organizations, ensuring that all applicable deductions and credits are claimed to maximize tax savings.
Tax Planning: We develop strategic tax planning strategies to minimize your tax liabilities and optimize your tax situation throughout the year.
Tax Compliance: We help you stay compliant with tax laws and regulations, including timely filing of tax returns, responding to tax notices, and representing you in tax audits if necessary.
Tax Advisory: We provide personalized tax advice and guidance tailored to your specific circumstances, helping you make informed decisions to achieve your tax-related goals.
Financial Advisory
In addition to our accounting and tax services, we offer comprehensive financial advisory services to help you achieve your financial goals and objectives. Our financial advisory services include:
Investment Planning: We develop customized investment strategies based on your risk tolerance, financial goals, and time horizon to help you grow and protect your wealth.
Retirement Planning: We help you plan for a secure and comfortable retirement by assessing your retirement needs, developing retirement savings strategies, and optimizing retirement income sources.
Estate Planning: We assist you in creating an estate plan to ensure that your assets are distributed according to your wishes and that your loved ones are provided for after your passing.
Financial Counseling: We provide personalized financial counseling and guidance to help you make informed decisions about budgeting, debt management, savings, and other financial matters.