Overeem & Associates clients
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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