Board-CertifiedLead Specialist
CPA Firm Specialist
4.1/5.018 Google reviews
Welcome
O’KEEFFECPA & Associates: CPA Firm Care, Thoughtfully Deliveredin Richmond
Premium cpa firm for clients across Richmond. Personalized plans, proven results, and a team that treats you like family.
- Board-certified professionals
- Personalized care plans
- State-of-the-art facility
- 18 Google reviews
- 4.1★
- areas served
- 13
- Board-Certified
- ✓
- Licensed
- ✓
- Enrolled agents admitted to practice before the IRS
- Errors & omissions insured
Schedule of Services
What we take off your plate
Every engagement below is delivered by licensed staff and quoted as a fixed written fee — the way O’KEEFFECPA has worked.
Individual & Business Tax PreparationExpert individual & business tax preparation in Richmond. Licensed, insured, upfront pricing.
IRS Tax Resolution & Dispute RepresentationExpert irs tax resolution & dispute representation in Richmond. Licensed, insured, upfront pricing.
Small Business Formation & Entity SelectionExpert small business formation & entity selection in Richmond. Licensed, insured, upfront pricing.
Bookkeeping ServicesExpert bookkeeping services in Richmond. Licensed, insured, upfront pricing.
Payroll ServicesExpert payroll services in Richmond. Licensed, insured, upfront pricing.
Tax Planning & ConsultingExpert tax planning & consulting in Richmond. Licensed, insured, upfront pricing.
Federal Acquisition ServicesExpert federal acquisition services in Richmond. Licensed, insured, upfront pricing.
Amended Tax ReturnsExpert amended tax returns in Richmond. Licensed, insured, upfront pricing.
Back Taxes & Unfiled ReturnsExpert back taxes & unfiled returns in Richmond. Licensed, insured, upfront pricing.
Self-Employed & Schedule C Tax FilingExpert self-employed & schedule c tax filing in Richmond. Licensed, insured, upfront pricing.
Tax Preparation & FilingExpert tax preparation & filing in Richmond. Licensed, insured, upfront pricing.Bring us last year’s return. The second opinion is free — and it’s in writing.
Articles of Engagement
Why Richmond keeps its books with O’KEEFFECPA
Four working rules, printed in every engagement letter we sign. They are not slogans — clients can quote them back to us, and do.
Start with a free consultationThe fee is fixed before the work begins
Every engagement is scoped and quoted in writing up front. If it takes us longer than we estimated, that’s our cost — your invoice matches the letter you signed.
A partner answers in July
Tax-season-only firms disappear on April 16. Your partner holds standing office hours all year, because the decisions that change your tax bill happen in June, not at the filing deadline.
Licensed staff on every engagement
Every return, close, and report is prepared and reviewed by a licensed CPA or enrolled agent. Nobody learns the profession on your books.
Plain-English deliverables
Each engagement ends with a one-page memo in ordinary language: what we found, what it means, what to do next quarter. The jargon stays in our workpapers.
The Register of Partners
The people who sign your work
Every engagement at O’KEEFFECPA is prepared and reviewed by the licensed professionals below — not routed to a seasonal pool.
Board-Certified
Associate
Care Coordinator
Order of Proceedings
What to expect, start to finish
No mystery, no meter running. The engagement follows four steps, and you approve the fee before step three begins.
Book a consultation
Thirty minutes with a partner — free. Bring last year’s return or your current books; we’ll tell you plainly whether we can help and what it would cost.
Records review & fixed quote
We examine what exists today and put a fixed fee in writing. You approve the engagement letter before any billable work begins.
The work, on a calendar
Filings, closes, and reports land on the dates in your engagement letter. You can see status at any point — no chasing, no surprises in March.
Year-round counsel
Quarterly check-ins and a standing invitation: call before you sign, sell, hire, or buy. Ten minutes of advice beats ten hours of cleanup.
Statement of Results
Outcomes, entered on the record
Demo figures shown the way we report them to clients: plainly, in aligned columns, with the method available on request.
4.1★
18 Google reviews
11 days
Average books-to-close time after cleanup
13
areas served
Entered in the Minutes
Rated 4.1 across 18 Google reviews
What households and owners across Richmond say about working with O’KEEFFECPA.
★★★★★7 years ago“Chris has been doing my taxes since 2006. Always available with excellent advice and service.”
★★★★★7 years ago“Chris is fantastic. He's been my business and personal accountant for over 10 years, and has been a valuable resource through it all. Highly recommended!”
★★★★★7 years ago“Has been our household tax preparer for a decade, and then when I incorporated as a contractor, took over my small business taxes. Indispensable tax services and feedback, and always kind, prompt in his responses, and helpful.”
★★★★★7 years ago“Been working with Chris and his folks for over 10 years. He is a great small business CPA helping me reduce my taxes and plan for my business growth.”
★★★★★7 years ago“I have been meeting with Chris and receiving his guidance for almost 5 years now. As a small business owner, never once have I felt uneasy about how my finances were being handled because of the wisdom behind his service in addition to the incredible teacher that he his. I moved away from Virginia this year an insisted that we continue to work together from my new home in North Carolina. I do not have enough good to say about Mr. O'Keeffe. I am forever grateful.”
★★★★★7 years ago“O'Keeffe & Associates, CPA in downtown Richmond have been preparing my taxes for nearly 10 years. Chris is very personable and puts me at ease during what can be a very stressful time (Tax preparation). Over the years I have learned how to come to our meetings prepared and with the proper documentation to get the meeting completed with minimum stress or "homework". I have been more than satisfied with the work product and advice provided by Chris and his team over the years. They have taken steps throughout the year to streamline the process and help me be a more prepared client when we have our meeting. How anyone could give less than 5 Stars shocks me. I personally have never had anything less than SUPERIOR Customer Service and Satisfaction. Anne”
★★★★★7 years ago“Great company. Been a customer for several years with excellent results. Good planning guidance and quick turnaround in tax returns with 100% quality”
★★★★★7 years ago“Chris has been my tax preparer since 2012. He was instrumental in setting up my business and making sure it was structured properly. Highly recommend!”
★★★★★a day ago“Full Review coming soon.”
★★★★★5 months ago“I had a pretty frustrating experience here. It took about a week just to get a phone call back, and when I finally did, I was left with more questions than answers. This is my first year filing taxes as a business owner, so I was looking for guidance. Instead, I was basically given a list of reasons why I’m considered a “high-risk” client. A lot of the things he mentioned—licenses, paperwork, etc.—are exactly the kind of things you’d expect a tax professional to help you understand or navigate, especially as someone new to the process. It honestly felt like he just didn’t want my business. Rather than offering solutions or walking me through what I need to do, the conversation came off as dismissive and overly critical. He even suggested I could just go to H&R block and get it done, which says a lot. The overall impression I got is that they prefer easy, established clients and aren’t interested in helping small or new businesses get started. If you’re looking for someone patient who will guide you through your first year, this probably isn’t the place. I mentioned possibly reaching out again next year, and the call basically ended right there. Not a great experience.”
Tariff of Fees
Fees you can read before you call
We publish starting fees because "it depends" is not a price. Every engagement is quoted as a fixed fee in writing after a records review — the letter you sign is the invoice you receive.
Annual fees can be spread across twelve monthly payments at no added cost. Nonprofit and first-year-business rates available — ask during your consultation.
Get my fixed quoteSchedule A — Starting Fees
- Individual return (Form 1040)from $260
- Business return (1120-S / 1065)from $780
- Monthly bookkeeping & closefrom $395/mo
- Payroll, per runfrom $85
- Fractional CFO engagementfrom $1,850/mo
- Initial 30-minute consultation$0
Fixed fee confirmed in writing · O’KEEFFECPA
We are taking on new work now. Get in touch to talk it through.
Jurisdiction of Practice
Serving greater Richmond
In person at 1 N 5th St, or by secure portal and video anywhere in Richmond. Local means we know your assessor, your bank, and your downtown parking.
- Richmond
- Henrico County
- Chesterfield County
- Hanover County
- Petersburg
- Colonial Heights
- Hopewell
- Goochland County
- Powhatan County
- New Kent County
- Williamsburg
- Downtown Richmond
- The Fan
Not on the list? See every community we serve — or call (804) 421-9550.
Questions of Record
Asked before every engagement
Straight answers to the things people actually want to know before hiring an accountant.
How much will my taxes or bookkeeping actually cost?
You’ll know before we start. After a free consultation and a look at your records, we quote a fixed fee in writing — individual returns from , business returns from , monthly bookkeeping from . The engagement letter you sign is the invoice you receive; there is no hourly meter.
Can you fix several years of messy or unfiled books?
Yes — cleanup and catch-up work is a standing part of the practice. We reconstruct the books, amend or file the missing returns, and set up a monthly close so it never piles up again. Cleanup is quoted as its own fixed fee, so the past doesn’t inflate your ongoing rate.
What happens if I get an IRS or state notice?
Send it to us unopened if you like. Notice response is included for returns we prepared, and our enrolled agents are admitted to practice before the IRS, so we correspond and represent you directly. Most notices we handle are resolved in writing without you ever making a call.
Are you taking new clients during tax season?
We cap the client list so licensed staff review every engagement, and the calendar does fill from mid-February. Book a consultation early; if we’re at capacity we’ll say so honestly and offer the first available onboarding date rather than rushing your work.
Who actually does the work on my account?
A licensed CPA or enrolled agent prepares and a second one reviews — on every return, close, and report. You’re assigned one partner as your point of contact, and that person stays with your account year over year.
Do you work with businesses outside your immediate area?
Yes. Most clients are spread across the surrounding county and region, and secure document exchange plus video consultations mean distance rarely matters. Multi-locality payroll and sales-tax filings are routine for us.
What do I need to bring to the first consultation?
Last year’s tax return and, if you run a business, access to your current books — that’s enough for us to spot the obvious opportunities and quote a fee. The first 30 minutes are free and carry no obligation either way.
In Closing
Put your books in better hands
Book a free 30-minute consultation — a partner will review your situation and quote a fixed fee in writing. No obligation, no hourly meter.
1 N 5th St · Richmond, VA