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Home / Professionals / Jeffrey M. Overberg, CPA

As Shareholder-in-Charge of the firm’s East Lansing, Michigan office, Jeff leads a talented group of professionals who come together with one singular focus – providing excellent service and results. He is passionate about building remarkable relationships that benefit his clients now and into the future.

Jeff 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.

With over 30 years of experience, Jeff’s clients rely on his deep knowledge and insight into complex issues. Jeff 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.

CPA – States of Ohio and Michigan
American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants Michigan Association of CPAs
BBA, Accounting, University of Cincinnati

Certifications & Licensure

CPA – States of Ohio and Michigan

Professional Affiliations

American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants Michigan Association of CPAs

Community Activities

Education

BBA, Accounting, University of Cincinnati

Industry & Service Specialization

Articles

From Jeffrey M

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Featured Articles

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2 Min Read

Marriage & Tax Returns: The Benefits of Joint vs. Separate Filing

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2 Min Read

Not-for-Profits and the De Minimis Indirect Cost Rate

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2 Min Read

Tax Deductions for Home Office Professionals

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OMB Rolls Out Updated Guidance Around Federal Awards

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The other side in an M&A deal can lead to tax benefits for both

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Tax Agenda Highlights From President Biden’s Proposed Budget

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