Business Details
Trusted Accounting Services in Green Valley, AZ
Overturf CPA is a dedicated accounting firm providing personalized bookkeeping, payroll, and tax planning services for small businesses, individuals, and nonprofits. Founded by Donald Overturf, a Certified Public Accountant and former Chief Financial Officer with decades of corporate experience, we combine industry expertise with a deep understanding of local needs. Our team prioritizes proactive financial strategies, leveraging state-of-the-art software to ensure accuracy and compliance while maintaining a client-focused approach.With specialized services for multi-state tax returns, QuickBooks support, and trust management, we aim to simplify complex financial processes. Our commitment to continuous education in evolving tax laws ensures clients receive legally sound solutions tailored to their unique circumstances. Through membership in the Green Valley/Sahuarita Chamber of Commerce and local business investments, we actively contribute to community growth while maintaining rigorous professional standards.
Services
Bookkeeping Services
Payroll Processing
Personal Tax Preparation
Business Tax Compliance
Not-For-Profit Accounting
QuickBooks Support
Multi-State Tax Filings
Estate & Trust Services
Sales Tax Reporting
Tax Planning Strategies
Highlights and features
- Decades of corporate accounting and CFO experience
- Personalized service tailored to local businesses and residents
- Guaranteed penalty-free tax filing accuracy
- Proactive tax planning strategies to maximize savings
- Certified QuickBooks specialists with 24/7 client portal access
Associations and certifications
- Certified Public Accountant
What people say
Top-notch service
Responsive and knowledgeable
Cost-effective solutions
Simplified complex taxes
Professionals at their craft
Services
Bookkeeping Services
Full-service bookkeeping tailored to small businesses and nonprofits. We handle invoicing, payroll processing, financial statement preparation, and bank reconciliation. Our certified QuickBooks specialists ensure accurate monthly reporting and year-round financial clarity, helping business owners make informed decisions through regular profitability analysis.
Payroll Processing
Comprehensive payroll solutions for hourly, salaried, and commission-based employees. We calculate gross wages, manage withholdings, process direct deposits, and prepare employment tax filings. Our services include W-2 preparation, garnishment handling, and multi-state payroll reporting, ensuring compliance with federal and state regulations.
Personal Tax Preparation
Specialized tax services for individuals with complex financial situations. We handle multi-state returns, retirement planning, investment accounts, and rental property reporting. Our CPA-led team guarantees error-free filings, maximizing deductions while ensuring compliance, with personalized guidance to optimize annual tax outcomes.
Tax Planning Strategies
Proactive tax planning focusing on legal liability reduction. We develop strategies for income deferral, deduction maximization, and estate planning. Services include income tax reduction, retirement distribution planning, and business entity structuring to preserve wealth while maintaining full compliance with evolving tax codes.
Not-For-Profit Accounting
Tailored accounting solutions for nonprofits and HOAs. We handle specialized reporting requirements, grant compliance, and donation tracking. Our team provides budget planning, financial statement preparation, and tax exemption management, ensuring organizations maintain proper financial controls while achieving their mission-focused goals.
People
Donald Overturf
Certified Public Accountant
25+ year accounting professional and former CFO specializing in tax compliance and small business financial systems. Green Valley resident since 2017, actively involved in local business community through chamber membership and multiple business investments.
Tricia Wischmann
Staff Accountant
Accounting specialist with 26 years of corporate travel audit experience and BS in Accounting. Focus areas include QuickBooks implementation, payroll systems, and nonprofit financial management. Active member of Green Valley business community since 2007.
Questions
Why use monthly bookkeeping instead of annual services?
Monthly bookkeeping provides ongoing financial insights, enabling proactive business decisions, tax planning opportunities, and early detection of potential issues before they escalate.
What's the benefit of professional tax preparation?
Our CPA expertise ensures maximum deduction identification, error-free filings, and tax strategy implementation that minimizes liability while maintaining full IRS compliance.
How does tax planning benefit me?
Proactive tax planning helps legally minimize lifetime tax liability through strategic income deferral, deduction optimization, and estate planning techniques tailored to your financial situation.
How should I separate business/personal finances?
Maintaining separate bank accounts, using dedicated business credit cards, and implementing clear bookkeeping systems prevents audit risks and provides accurate business performance tracking.
What payroll information do you need?
We require employee W-4 forms, payment structure details, and information about deductions or garnishments to ensure accurate payroll processing and tax reporting.
