How may I help you. Our office is able to handle any tax matters from any taxing agency.
463 Pennsfield Place
Thousand Oaks CA 91360
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;
College of Idaho
Bachelor of Business Admin. and Economics
I Now work with a CPA firm Carey and Hanna
Thousand Oaks, CA
03/1975 - present
CA and National Society of Enrolled Agents
Member since 1975
Enrolled to Practice Before the IRS
Overton & Associates
Service is first priority
hours of operation
|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|