CPA Firm – Overbeck CPA
Overbeck CPA is a Florida-based certified public accounting and business advisory practice serving both individuals and businesses. The firm provides accounting services, bookkeeping, income tax planning and preparation, estate and trust tax planning and preparation, accounting software implementation, and financial planning. Its stated approach rests on three core principles: professionalism, responsiveness, and quality, and its mission is described as helping clients maintain financial viability in the present while taking a proactive approach to achieving future goals.
Beyond core accounting work, the practice offers an extensive suite of interactive financial calculators and planning tools. These cover taxation, cash flow analysis, business planning, savings strategies, investment planning, credit management, college funding, insurance evaluation, auto financing, retirement planning, qualified plans, paycheck analysis, and home and mortgage scenarios. The tools generate dynamic graphs and personalized reports based on criteria that users enter, giving homeowners and business owners a way to model decisions before meeting with the firm.
The practice positions itself as a resource for clients who want to keep their finances in order and pursue both personal and strategic objectives. It serves a mix of homeowners and business owners who need ongoing accounting support as well as one-time tax and planning engagements. A regularly updated newsletter supplies articles and financial planning tips, and the website organizes content into services, financial tools, an about section, and additional client resources.
Contact details include two telephone numbers, (727) 807-3399 and (813) 287-1419, a fax line at (727) 807-6914, and the email address michele@overbeckcpa.com. The pairing of a 727 area code, which covers the St. Petersburg and Pinellas County region, with an 813 Tampa number reflects service across the Tampa Bay area of Florida. Prospective clients can reach the firm through these channels to discuss accounting, tax, and financial planning needs.