Michael O'Keeffe, CPA is associated with MOK Financial Planning & Tax, Inc., an independent financial and tax services firm based in Millis, MA. The firm is described as a registered investment adviser and provides financial planning, tax, compliance, and advisory support for individuals, trusts, estates, small businesses, and corporate clients.

MOK's work includes tax planning and preparation, individual and corporate returns, trust and partnership returns, estate planning, defined benefit plans, 401K plans, portfolio management, investments, and broader financial planning. The source material emphasizes an advisory approach, including review of a client's complete financial picture and customized planning for long-term goals.

Directory facts also list accounting, bookkeeping, payroll processing, IRS notice and audit help, and CPA accounting advisory services, with service formats noted as in person and remote.