Jeff Overberg 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. He advises clients on their income, estate and gift tax planning issues, and sees that their tax compliance requirements are properly satisfied.
Jeff works closely with clients to understand all of their financial goals and challenges in order to provide solutions that take a holistic approach towards their plans for the generation of wealth, the preservation of wealth, and finally, the transfer of wealth.
As Shareholder in Charge of the Firm’s Cincinnati Tax Practice, Jeff leads a talented group of professionals who come together in one singular focus – serving our clients in the best way that we can.
BBA, Accounting, University of Cincinnati
Certification & Licensure
CPA – State of Ohio
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants