Provider

Dan Overton EA

schedule a free consultation

How may I help you. Our office is able to handle any tax matters from any taxing agency.

credentials

contact

+1(805) 496-1040
askdano@toguide.com

463 Pennsfield Place

Suite 103

Thousand Oaks CA 91360

bio

Provider

I began my tax practice because I saw too many firms and individuals paying more than the actual tax they owed, paying penalties that could be avoided, and having tax related problems for which they had no one to call.

q & a

What characteristics do your favorite clients share?

My clients are entrepreneurs who are willing to pay attention to the important details, or taxpayers who wish to pay the least legal tax.

Why should a client hire you?

We are appreciated by our client because we return telephone calls no later than the next business day, and feel it is important that in our area of work they get no surprises.

Describe a time where you went beyond expectations when working with a client.

We strive to constantly exceed client expectations, especially in our areas of practice. This includes handling routine telephone call at no charge. We frequently represent clients with other than usual agencies such as county tax assessors.

What single project or task would you consider your most significant accomplishment in your career to date?

We assumed a case from another firm that had gone very badly. We worked that case all the way to Appeals where we were finally able to get results that were favorable to the taxpayer;

education

College of Idaho

Bachelor of Business Admin. and Economics

1962

experience

I Now work with a CPA firm Carey and Hanna

Tax preparer
Thousand Oaks, CA

03/1975 - present

associations

CA and National Society of Enrolled Agents

Member since 1975

exams

Enrolled to Practice Before the IRS

1981

business info

Overton & Associates

Service is first priority

Established 1975

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday closed
Saturday closed

travel

I travel to my clients
My clients travel to me

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Bookkeeping services

Financial Services

Tax & estate planning

fee structure

Hourly fees

Typical Client Assets

Up to $100K
$100K to 500K


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