Dedicated to providing clients the personal service they deserve.

Heckler & O’Keefe’s partners have more than 65 years of experience in accounting, taxation, advisory, and assurance services. This includes working with clients in healthcare, professional services, real estate, and financial service industries. The firm also has extensive experience working in the not-for-profit sector and consulting on inbound and outbound international tax issues.

Years of experience with a broad range of clients in diverse industries enables Heckler & O’Keefe to provide assistance beyond the ordinary compliance and regulatory demands. This experience provides clients with the competitive edge required to succeed in today’s marketplace.

Heckler & O’Keefe provides audit, tax, advisory services and industry insight to help clients negotiate risk and navigate the dynamic and challenging business environment.

Financial Services

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We use proven strategies to advance and protect your wealth to meet the rising costs of healthcare while also offering insurance to protect the assets you have worked hard to build.

  • Investment management companies
  • Hedge funds (including Master Feeder Structures and Fund of Funds)
  • Private equity funds
  • Family offices

Healthcare

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We use proven strategies to advance and protect your wealth to meet the rising costs of healthcare while also offering insurance to protect the assets you have worked hard to build.

  • Multi-specialty medical groups
  • Sole practitioners
  • Dental practices
  • Mental health practitioners

Not-For-Profit

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We use proven strategies to advance and protect your wealth to meet the rising costs of healthcare while also offering insurance to protect the assets you have worked hard to build.

  • Community organizations
  • Libraries
  • Private foundations
  • Schools
  • Member organizations

Professional Services

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We use proven strategies to advance and protect your wealth to meet the rising costs of healthcare while also offering insurance to protect the assets you have worked hard to build.

  • Architectural firms
  • Consulting firms
  • Insurance
  • Law firms
  • Marketing/public relations

Real Estate

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We use proven strategies to advance and protect your wealth to meet the rising costs of healthcare while also offering insurance to protect the assets you have worked hard to build.

  • Development and management companies
  • Real estate partnerships
  • Commercial and residential property holdings
  • Real estate investment trusts

Retail and Restaurants

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We use proven strategies to advance and protect your wealth to meet the rising costs of healthcare while also offering insurance to protect the assets you have worked hard to build.

  • Specialty Stores
  • General Retail
  • Online Stores
  • Cafes and Bistros
  • Family Style Restaurants