Jeff Overberg

Jeff Overberg

517.351.5508Email
Expertise

Professional Summary

As Shareholder-in-Charge of the firm’s East Lansing, MI office, Jeff leads a talented group of professionals who come together with one singular focus – providing excellent service and results. Jeff advises clients on their income, estate, and gift tax planning issues, and sees that their tax compliance requirements are properly satisfied. He serves as a trusted business advisor to his many clients ranging from closely held business owners in a wide variety of industries to corporate executives.

With over 30 years of experience, Jeff’s clients rely on his deep knowledge and insight into complex issues. He works closely with clients to understand all of their financial goals and challenges in order to provide solutions that take a holistic approach toward their plans for the generation, preservation, and transfer of wealth. He is passionate about building remarkable relationships that benefit his clients now and into the future.

Education:

  • BBA, Accounting, University of Cincinnati

Certifications & Licensure:

  • CPA – States of Michigan and Ohio

Professional Affiliations:

  • American Institute of Certified Public Accountants

  • Ohio Society of Certified Public Accountants

  • Michigan Association of Certified Public Accountants