Marketplace›Massachusetts›Millis
Financial planner · MOK Financial Planning & Tax, Inc.
730 Main St, Millis, MA 02054
Michael O'Keeffe, CPA operates from 730 Main St, Millis, MA 02054 in Millis, Massachusetts. TaxScout has not independently verified a Massachusetts Board of Public Accountancy licence for this practice. 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.