Dana C Overall, CPA, PSC!
We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back year after year because they know they are in good hands. We work to develope long-term relationships, whether your needs are simple or complex, we can help. To check on available appointment times, or to make an appointment that fits your schedule, click the red Schedule Appointment box above or call Amy at 859 625-2844.
Individual tax clients receive timely and informed service, with close personal and professional attention. You can expect your tax return to be filled out from start to finish, by a highly trained, attentive and knowledgeable CPA. For more information concerning Individual Income Tax preparation options available to fit the various needs of individual tax clients, please go to our Services page.
Would you like to have our fees deducted from your refund so that you have no upfront costs before receiving your refund? As a firm certified in Compliance Assessment Training, we can have our fees deducted from your refund, with no delay of your refund. Just let us know, it is that easy. Our fees for individual income tax services are 88% of the average tax preparation fees in this census district, including the national tax preparation franchises.
As an approved contractor with Intuit/Turbo Tax Personal Pro, we also provide nationwide web based income tax preparation services. For tax year 2013, we prepared returns from 23 different states, Canadian residents and foreign income tax. We ranked in the top 5% of professional tax preparers by Intuit Personal Pro for tax year 2013.
Business and corporate clients have very different accounting requirements than individuals. While tax planning is important, business owners need current information to manage their businesses. Our role is imperative and informative. At Dana C Overall CPA, PSC, we concentrate on increasing our business client's success. We provide services to help you plan your first day, accurately track revenue and receivables, identify key performance indicators, and minimize your tax liability.
Business tax planning and preparation - In many cases, valuable tax deductions can be lost by simple clerical errors. We work with our clients to establish tax strategies, and accounting methods, early in our relationship to ensure a reduction of your taxes.
Employee benefits plans – As the only local CPA who is also a Certified 401K plan administrator, here at Dana C Overall CPA, PSC we can assist in plan documents, enrollment, deferral percentage, ADP and ACP testing for highly compensated and non highly compensated employees along with filing of form 5500. Only need a local Third Party Plan Administrator (TPA)? Look no further than Dana C Overall CPA, PSC. With experience dealing with various employee benefits plans, we ensure our clients are compliant with federal mandates.