Business Details
Your Trusted Partner for Accounting & Financial Services in Hudson
Our firm provides exceptional accounting and financial advisory services rooted in three core principles: professionalism, responsiveness, and quality. With over 38 years of experience in public accounting, we deliver personalized attention to individuals and businesses, combining technical expertise with proactive financial strategies. Our team prioritizes continuous professional development to maintain the highest standards of service, ensuring clients receive accurate, timely, and insightful advice.We specialize in tax planning, business valuations, retirement strategies, and comprehensive accounting solutions tailored to each client's unique needs. Our commitment to excellence has earned us client referrals and respect within the financial community, reflecting our dedication to solving complex financial challenges and fostering long-term client success.
Services
Accounting Services
Tax Planning
Financial Planning
Bookkeeping
Business Valuations
Payroll Services
Consulting
Employee Benefit Plans
Retirement Planning
Sales Tax Services
Highlights and features
- We offer 38 years of accounting experience in Florida
- Our team provides personalized financial strategies
- We specialize in comprehensive tax planning and compliance
- Our services include business valuations and retirement planning
- We prioritize continuous professional education for technical excellence
Services
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and payroll management. Our services ensure accurate financial reporting for businesses of all sizes. Our team handles federal, state, and local tax compliance while maintaining precise records to support strategic decision-making.
Tax Planning
Specializing in federal and state tax planning, we help clients minimize liabilities through strategic deductions and compliance strategies. Our expertise covers business entity selection, estate tax planning, and sales tax management for individuals and corporations.
Retirement Planning
We design customized retirement strategies including qualified plans and profit-sharing solutions. Our services help business owners and individuals maximize tax advantages while ensuring long-term financial security through structured savings approaches.
Business Valuations
Our valuation services provide objective analysis for business sales, mergers, or succession planning. We assess financial health and market position to determine accurate valuations for strategic decision-making and investment opportunities.
Employee Benefit Plans
We assist with designing and administering employee benefit programs including health savings accounts, flexible spending plans, and payroll tax compliance. Our solutions help businesses attract talent while maintaining regulatory compliance.
People
Michele A. Overbeck
Certified Public Accountant
Michele Overbeck is a Florida-licensed CPA with 38 years of accounting experience, including 31 years in public accounting. She specializes in tax strategy, business consulting, and financial planning for individuals and businesses.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, payroll processing, and tax compliance services for businesses and individuals.
How do you help with tax planning?
Our tax planning includes entity selection, deduction optimization, and compliance strategies to minimize liabilities for individuals and businesses.
What retirement planning options are available?
We offer qualified retirement plans, profit-sharing arrangements, and personalized savings strategies for business owners and individuals.
Do you work with small businesses?
Yes, we specialize in supporting small businesses with accounting, tax planning, and financial advisory services tailored to their needs.
