Business Details
24 Years
experience
Your Trusted CPA Firm in Rocky Mount, NC
Overman & Parks is a CPA firm dedicated to providing accounting, tax, and planning services rooted in Christian values. Founded in 2002, we prioritize understanding each client's unique circumstances, offering personalized guidance to navigate financial challenges. Our mission is to serve as a lighthouse, combining technical expertise with compassion to deliver accurate, transparent solutions. We emphasize long-term financial planning, including retirement and business strategies, while maintaining accessibility for ongoing client support. Our team of licensed CPAs brings decades of combined experience, ensuring meticulous attention to detail in every tax preparation and advisory service.Client testimonials highlight our commitment to integrity, exceptional service, and clear communication of complex financial matters. We serve individuals and businesses in Rocky Mount, NC, and surrounding areas, integrating faith-based principles into our professional practice. Our focus on education empowers clients to make informed financial decisions, fostering trust and lasting relationships. With a proven track record of accuracy and client satisfaction, we aim to be a reliable partner in achieving financial goals. Our office maintains regular business hours and offers multiple contact methods for client convenience.
Services
Tax Preparation
Financial Planning
Accounting Services
Nonprofit Consulting
Retirement Planning
Details
- Year established: 2002
Highlights and features
- We provide personalized financial guidance based on 20+ years of combined CPA experience
- Our Christian values drive transparent, ethical accounting practices
- We offer year-round tax consultation and planning support
- Our team maintains active CPA licenses with state-specific expertise
- We combine technical precision with compassionate client service
What people say
High integrity
Excellent customer service
Spot on thorough
Always available
Exceptional compassion
Services
Tax Preparation
Our tax preparation service ensures accurate, compliant filings for individuals and businesses. We specialize in navigating complex tax codes while maintaining clarity for clients. With personalized consultations, we optimize deductions and minimize liabilities, serving Rocky Mount residents and regional businesses since 2002.
Financial Planning
We provide comprehensive financial planning focused on long-term stability and growth. Our approach integrates retirement strategies, investment guidance, and business succession planning. By understanding each client's unique goals, we create tailored roadmaps that align with both financial objectives and Christian values.
Accounting Services
Our accounting services include full-cycle bookkeeping, financial statement preparation, and internal control assessments. We serve small businesses and nonprofits, ensuring accurate financial reporting. Our CPA-led team maintains rigorous standards for data integrity and regulatory compliance in all accounting operations.
Nonprofit Consulting
We specialize in nonprofit financial management, offering tax compliance guidance and grant reporting expertise. Our team helps organizations maintain IRS compliance while optimizing financial operations. With experience serving local charities like Fountain of Hope Family Assistance, we understand sector-specific challenges and opportunities.
Retirement Planning
Our retirement planning service focuses on creating sustainable income streams and tax-efficient withdrawal strategies. We help clients navigate 401(k)s, IRAs, and pension plans while considering healthcare costs and estate planning. Our approach balances growth potential with risk management for secure post-retirement years.
People
Richard Overman
CPA
Licensed CPA in North Carolina with over 20 years of experience, specializing in tax strategy and business financial planning.
Leslie Jefferson
CPA
Certified Public Accountant offering expertise in nonprofit accounting and individual tax preparation for Rocky Mount clients.
Rebecca Parks
CPA
Experienced tax professional focusing on family-owned businesses and retirement planning strategies.
Sonya Keel
CPA
Skilled accountant providing comprehensive financial services with emphasis on client education and long-term planning.
Tim Griffin
Support Staff
Dedicated support professional assisting with client communications and administrative operations for seamless service delivery.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, and financial statement preparation tailored to small business needs.
How do you incorporate Christian values into financial services?
Our faith guides ethical decision-making, transparent communication, and compassionate service in all client interactions.
Can you help with nonprofit tax compliance?
Yes, we specialize in nonprofit accounting, Form 990 preparation, and grant compliance for charitable organizations.
What tax planning services are available year-round?
We offer ongoing tax strategy consultations to optimize deductions, manage liabilities, and plan for future obligations.
