Business Details
Trusted Accounting & Tax Services in Fosston & Grand Forks
Overmoe & Nelson has been delivering personalized financial guidance to individuals and businesses for over three decades. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. As a leading firm in the region, we combine seasoned professionals with a team-oriented approach to ensure every client receives tailored analysis and attention. Our commitment to high standards, experienced tax professionals, and work ethic has earned us a loyal client base and respect within the financial community.We specialize in proactive financial strategies, including retirement planning, estate management, and business advisory services, while maintaining a focus on minimizing tax liabilities and maximizing client success. Our dedication to continuous education ensures compliance with evolving tax laws, and our mission remains centered on helping clients achieve both present financial viability and long-term goals.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Wealth Management
Small Business Accounting
Bookkeeping Services
Payroll Processing
Forensic Accounting
Tax Preparation
IRS Audit Representation
Highlights and features
- We offer over 30 years of experience in personalized tax and accounting services.
- Our team includes certified public accountants with specialized expertise in clergy tax planning.
- We provide comprehensive financial strategies for retirement, estate, and business succession planning.
- Our firm conducts regular system reviews to maintain compliance with auditing standards.
- We prioritize client education to ensure informed financial decision-making.
Services
Personal Financial Planning
We develop customized financial strategies to help individuals achieve long-term goals. Our services include risk assessment, investment analysis, retirement budgeting, and tax-efficient wealth preservation. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Small Business Accounting
Our firm offers comprehensive accounting solutions for small businesses, including financial reporting, cash flow analysis, budget creation, and tax compliance. We help business owners focus on growth while ensuring accurate financial management and regulatory adherence.
IRS Audit Representation
We provide expert representation during IRS audits, ensuring proper documentation and communication. Our team works to resolve disputes efficiently, minimize penalties, and establish payment plans for outstanding tax liabilities.
Estate Planning
We assist clients in creating estate plans that protect assets and ensure smooth wealth transfer. Services include trust administration, gift tax strategies, and coordination with legal professionals to align plans with individual family needs.
Retirement Planning
Our retirement planning evaluates current financial status, Social Security benefits, and investment portfolios. We create actionable plans to ensure sustainable income during retirement while optimizing tax advantages and addressing required minimum distributions.
People
Robert A Overmoe
CPA
With 40+ years of experience, Robert specializes in tax planning, clergy financial services, and business advisory. He holds CPA licenses in Minnesota and North Dakota and is affiliated with major accounting societies.
Lisa Arneson
Tax & Accounting Specialist
Lisa brings 13+ years of expertise in tax compliance and accounting, focusing on individual and business client needs. She graduated from Minnesota State University with an accounting degree.
Allison Marquis
Tax & Accounting Specialist
Allison has 7+ years of experience in tax preparation and financial reporting. She graduated from Bemidji State University and specializes in client-focused accounting solutions.
Tamie Rue
Office Manager
Tamie has managed office operations since 2019, ensuring efficient client service delivery and administrative support for the firm's accounting professionals.
Katrina Lundberg
Tax & Accounting Specialist
Katrina holds a 2024 accounting degree from Bemidji State University and provides tax preparation services with a focus on accuracy and client education.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, cash flow management, and strategic tax planning tailored to small businesses.
Do you assist with IRS tax problems?
Yes, we offer IRS audit representation, tax relief solutions, and payment plan negotiations to resolve back taxes and compliance issues.
What financial planning services are available for individuals?
We specialize in retirement planning, estate planning, wealth management, and tax-efficient investment strategies for long-term financial security.
Are you experienced with clergy tax planning?
Yes, we have specialized expertise in tax planning and preparation for clergy and religious organizations.
