Welcome to the Overeem & Associates clients

Ron Scott, EA , NTPI^®  Fellow And Jeff Rosenthal EA , NTPI^®  Fellow Bring over 70 years of experience to serve you.

We will continue to provide the service that you have been accustomed to, with specific attention to Pandemic protocols.

Goals

Protect, Promote, and Service The Overeem & Associates Clients

Our Normal Process

Discover & Gather with an organizer

Get Retainer agreement, Tax POAs, 7216 disclosure

Review the documents and Prior Year (3) returns.  Identify and areas of concern or special attention

Execute by meticulously entering the data to prepare the tax return

Store Data and output into ATOM, our document management system

Present and review the tax return to you,  the client, Get Efile authorizations signed. Invoice and Payment

Set-up ongoing Federal Tax monitoring for ongoing tax advice

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