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Tax Services for Individuals
 Overstreet Financial Services offers tax services to individuals, including:
- 1040, 1040A, 1040EZ individual tax return preparation
- 1041 Estate and Trust Tax Returns
- 1040X individual amended tax returns
- Related Tax Credit Forms
We offer Personal Financial Planning and Counseling Services, including
- Comprehensive Financial Planning
- Investment Strategy Consultation
- Business Succession Planning
- Lifestyle and Income enhancement
- Insurance Planning through alliances
- Asset and Creditor Protection
- Asset Management
- Charitable Donation Planning
- Property Management
- Enhancing family lifestyles and legacies
- Retirement Planning
We work with a wide range of individual situations, including:
- Single, Married, Joint Filers, Individual Filers, Widows, Head of Household
- Retirees
- Students
- Educators
- Low, Middle, High-income earners
- Business Owners
- Real Estate Landlords
- Investors
- Self-employed Individuals
- Independent Contractors
Bankers Package
When you consider significant purchases such as homes or businesses, Overstreet Financial Group has developed a Bankers package that consists of a financial presentation of the client's personal financial activities for 3 years. It has helped our clients obtain loans for mortgages, to purchase businesses, to sell businesses, or for other large purchases.
For individuals who own or have a significant stake in a corporation, we will work to ensure that both the individual and corporate needs are effectively served, while maximizing overall tax position on both fronts.
Self-Employed and Independent Contractors
Self-Employed Individuals and Independent Contractors face specific tax challenges such as self-employment taxes, deductions and expenses that materially affect their tax position. Let Overstreet Financial Group guide you, help you achieve compliance and maximize your tax position.
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