Business Details
Trusted Certified Public Accountant Services in Florida
Overbeck CPA is a professional service firm dedicated to delivering exceptional accounting and financial advisory services. With a commitment to professionalism, responsiveness, and quality, we combine expertise and experience to provide personalized attention to every client. Our team prioritizes close collaboration, ensuring clients benefit from the collective knowledge of our firm. We serve individuals and businesses with timely, accurate financial solutions, emphasizing proactive planning and informed decision-making. Our reputation is built on high standards, technical excellence, and a dedication to continuous professional education.We specialize in tax planning, business valuations, payroll services, and retirement strategies, tailored to meet diverse client needs. As a trusted advisor, we focus on long-term client success through transparent communication and tailored financial insights. Our mission is to maintain financial viability for clients today while strategically advancing their future goals. With 38 years of public accounting experience, we have earned the respect of financial communities through reliable, client-centric service. Our growth is driven by satisfied clients who value our responsiveness, technical proficiency, and commitment to excellence.
Services
Accounting Services
Tax Planning
Financial Planning
Bookkeeping Services
Business Valuations
Highlights and features
- We offer 38 years of public accounting experience with personalized client attention
- Our team provides responsive, technically proficient financial advisory services
- We specialize in tailored tax planning and retirement strategies
- Our firm delivers comprehensive accounting solutions for individuals and businesses
- We maintain continuous professional education to ensure technical excellence
Associations and certifications
- Certified Public Accountant (CPA)
Services
Accounting Services
Our accounting services provide timely, accurate financial records essential for business operations. We handle bookkeeping, tax returns, financial statements, and payroll processing for businesses of all sizes. Our expertise ensures compliance with federal and state regulations while maintaining precise financial documentation.
Tax Planning
We develop customized tax planning strategies to minimize liabilities and maximize savings. Our services include federal, state, and local tax preparation, entity selection, and compliance guidance for individuals and businesses. We stay current with tax law changes to optimize client outcomes.
Financial Planning
Our financial planning services create personalized strategies for long-term security. We analyze current financial status, develop short- and long-term goals, and implement plans for retirement, investments, and estate management. Our approach adapts to clients' evolving needs.
Bookkeeping Services
We design efficient bookkeeping systems for daily business operations. Our services include transaction recording, account reconciliation, and customized reporting. We ensure accurate financial tracking to support informed business decisions and regulatory compliance.
Business Valuations
Our business valuation services provide objective analysis for ownership transfers, mergers, or strategic planning. We use industry-standard methodologies to determine fair market value, considering financial performance, assets, and market conditions for accurate assessments.
People
Michele A. Overbeck
Owner, Certified Public Accountant
Michele A. Overbeck is a Florida-licensed CPA with 38 years of accounting experience, including 31 years in public accounting. A University of South Florida graduate, she specializes in financial planning, tax strategies, and business advisory services.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, tax preparation, financial statements, payroll processing, and business valuations for individuals and businesses.
How experienced is your team?
Our CPA has 38 years of accounting experience, with 31 years in public accounting, serving clients across various industries in Florida.
Do you serve businesses outside Florida?
While based in Florida, we serve clients nationwide through virtual consultations and digital accounting solutions tailored to different state requirements.
What tax planning services are available?
We offer comprehensive tax planning for individuals and businesses, including entity selection, compliance strategies, and optimization of tax-saving opportunities under current laws.
How do you handle financial planning?
We create personalized financial plans considering your current status, goals, and market conditions, with ongoing adjustments to match life changes and economic shifts.
What sets you apart from other CPAs?
Our combination of technical expertise, personalized service, and commitment to continuous education ensures clients receive accurate, forward-thinking financial guidance tailored to their unique needs.
