Tax and Accounting Services

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Tax Filing Services

Overpass Insurance Agency offers reliable and secure tax filing services for individuals and small businesses. Our streamlined process makes filing simple, accurate, and convenient—whether you prefer in-person drop-off or secure digital document upload.

Individual Income Tax Filing

We provide professional preparation and filing of individual income tax returns, ensuring accuracy and compliance with current tax regulations. Our team works to identify eligible deductions and credits while minimizing errors that could delay refunds.
Clients may easily drop off documents at our office or upload files through our secure online portal, allowing for a convenient and stress-free tax filing experience.

Small Business Income Tax Filing

Our Small Business Income Tax Filing services are designed to support business owners with organized, compliant, and timely tax preparation. We work with sole proprietors, partnerships, and small business entities to help navigate income reporting and allowable deductions.
With flexible document submission options—including in-office drop-off or secure uploads—we help business owners stay focused on running their operations while we handle the filing process.

Additional Tax Services & Tools

We offer a full range of supplemental tax and business support services designed to simplify compliance, improve accuracy, and provide added peace of mind throughout the year. These tools and services help individuals and businesses manage their tax responsibilities efficiently and securely.

Estate Planning

At Overpass Insurance Agency, we work in conjunction with estate planning attorneys and tax professionals to create an comprehensive estate plan that addresses your specific needs. We believe that knowledge is power and with that comes a team of professionals and a boatload of information such as funding a trust, reducing estate taxes, Asset conversion, and most of all protecting your Legacy.
** Overpass Insurance Agency, Inc. operates off Commission paid directly from our portfolio of Insurance Carriers.

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