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.
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
New ->Client portal
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.
TEXTING TO 201-834-7497
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 ***Office closed***
New Jersey at 9 Deep Run Court, Morganville, NJ 07751 732-351-4988 718-400-9250