Financial planner
MOK Financial Planning & Tax, Inc.
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Millis hasn't published exact rates. Get a personalized quote for accurate numbers.
Michael O'Keeffe, CPA operates from 730 Main St, Millis, MA 02054 in Millis, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As a CPA licensed in Massachusetts, the practice is authorized to provide attestation, tax representation, and advisory services within the state's regulatory framework.
Reported areas of practice include Tax Advisory & Planning, and Tax Preparation. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 5-star rating across 2 ratings.
For taxpayers in Millis, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
MOK Financial Planning & Tax, Inc. is a Certified Public Accountant (CPA) firm based in Millis, Massachusetts. The firm offers professional financial planning and tax services, serving individuals and businesses within the Millis community and its surrounding towns. As CPAs, the professionals at MOK Financial Planning & Tax, Inc. adhere to a strict code of ethics and maintain a commitment to accuracy and client confidentiality. The firm's focus is on providing reliable guidance to help clients navigate their financial responsibilities and achieve their objectives. They aim to deliver clear, actionable advice on financial matters and ensure compliance with tax regulations. MOK Financial Planning & Tax, Inc. is dedicated to building lasting client relationships through consistent, high-quality service right here in Millis, MA. Our practice is built on a foundation of professional integrity and a deep understanding of financial principles.
MOK Financial Planning & Tax, Inc. specializes in two core areas: Advisory services and Tax Preparation. Our Advisory services are designed to provide clients with informed guidance on various financial matters. This includes assisting individuals and businesses with strategic financial planning, helping to set and work towards financial goals, and offering insights into managing financial resources effectively. We focus on understanding each client's unique situation to provide relevant and practical advice that supports their financial well-being and decision-making processes. Our advisory approach aims to empower clients with the knowledge needed to make sound financial choices. Our Tax Preparation services encompass the comprehensive filing of tax returns for both individuals and businesses. This involves accurately preparing and submitting all necessary documentation to federal and state tax authorities, ensuring compliance with current tax laws and regulations. We work to identify applicable deductions and credits, helping clients fulfill their tax obligations while adhering to legal frameworks. Staying current with evolving tax codes is a priority, allowing us to provide precise and timely tax preparation. Our goal is to streamline the tax filing process for clients, providing peace of mind through accurate and compliant submissions.
Being a CPA firm signifies that our professionals are Certified Public Accountants. This credential requires rigorous education, examination, and experience, along with adherence to a strict code of ethics and ongoing professional education. It ensures a high standard of expertise in accounting, tax, and financial advisory services.
Our firm specializes in providing Advisory services and Tax Preparation. We assist clients with financial planning guidance and ensure accurate and compliant preparation and filing of their tax returns. Our services are tailored to meet the specific needs of individuals and businesses.
MOK Financial Planning & Tax, Inc. serves both individual clients and various business entities. Our services are designed to address the specific financial planning and tax preparation needs of each client type, from personal tax filings to business financial advisory.
Prospective clients can contact our Millis, Massachusetts office directly to discuss their needs. We are available to set up an initial meeting to understand your specific financial situation and how our CPA services can assist you.