Overeem & Associates clients

Welcome to the Overeem & Associates clients

 

Ron Scott, EA , NTPI®  Fellow And Jeff Rosenthal EA , NTPI®  Fellow together with Susan Overeem, our division Chief Operating Officer 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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    New ->Client portal  

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Visit our podcasts
Visit our podcast channel on our website firstcalltaxadvocates.com, or iTunes, google Pod-cast, soundcloud.com,  and all other podcast portals. On Itunes we are called What are the Tax Implications.
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                                        TEXTING TO 201-834-7497
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Our offices:  Brooklyn      at 5003 Avenue M, Brooklyn, NY 11234              718-531-2400 , Fax 917-595-1714
                      Staten Island at 734 Jansen Street, NY 100312                      718-227-2800
                      New Jersey   at 9 Deep Run Court, Morganville, NJ 07751    732-351-4988   718-400-9250