01 / INDIVIDUALS
Individual & family returns
Personalized preparation for households, including common life changes, deductions, credits, and multiple income sources.
Get started TAX PREPARATION, SIMPLIFIED
Feel more confident about your taxes.
Thoughtful tax preparation and practical guidance for individuals, families, and small business owners. Straightforward answers, without the overwhelm.
Personal service. Clear next steps. Year-round perspective.
BUILT AROUND WHAT MATTERS✳YOUR FAMILY✳YOUR BUSINESS✳YOUR FUTURE
WHAT WE DO
Tax support for real life.
Whether your return is straightforward or your income comes from several places, we help make sense of the details.
02 / SMALL BUSINESS
Self-employed & small business
Tax returns for freelancers, contractors, and owner-operators who want organized reporting and a clearer picture of their tax obligations.
Get started03 / FORWARD THINKING
Tax planning & strategy
Look beyond the filing deadline with practical conversations about estimated payments, tax decisions, and preparing for what comes next.
Get startedGOOD TAX ADVICE STARTS WITH A CONVERSATION
✳
THE WAY WE WORK
More than a return.
A real relationship.
Taxes touch nearly every part of your financial life. You deserve someone who takes time to listen, explain the process, and help you understand your options.
01
We listen first.
Start with your situation, your goals, and the questions on your mind.
02
We make things clear.
Understand what we need, what comes next, and why it matters.
03
We help you move forward.
File with care and identify topics worth planning for ahead of time.
MEET OVERLAY TAX
Tax help should feel approachable.
Hi, I'm Davey. I believe good tax service combines careful preparation with clear, down-to-earth communication.
Overlay Tax was built to help individuals and small business owners navigate their taxes without feeling lost in the process. The goal is simple: make it easier to understand where you stand and what to do next.
Start a conversationCOMMON QUESTIONS
A few things you might be wondering.
Who do you work with?+
We focus on individuals, families, self-employed professionals, and small business owners. Tell us a little about your situation and we'll discuss whether we're a good fit.
Can you help if I own a small business?+
Yes. We work with common self-employment and small-business tax needs. More complex entity, payroll, or multi-state situations can be reviewed individually to confirm scope.
Do you offer tax planning as well as preparation?+
Yes. We can discuss proactive tax planning opportunities, including estimated payments and decisions that may affect a future return.
How do I get started?+
Email davey@overlaytax.com with a brief, non-sensitive description of what you need. We'll discuss next steps before you provide tax documents through an appropriate secure process.
LET'S CONNECT
Let's make tax season feel easier.
Have a question about tax preparation or planning? Reach out by email and we can discuss the next step.
Please do not include Social Security numbers, tax documents, or other sensitive financial details in an initial email.
Contact Overlay Tax
Email Davey directly to start a conversation.
davey@overlaytax.comClick the email address to open your email app.