Broker Check

131 NW Hillery St
Suite B
Burleson, TX 76028

Rachel A. Overcash, EA & Slade R. Buell

(817) 426-2506

 

Products & Services

We provide assistance in the following areas:

Financial Services

  • Estate Plans
  • Retirement Plans *
  • Employee Retirement Plans *
  • Roth IRA *
  • Simple IRA *
  • Traditional IRA *
  • College Planning

Tax Services

  • Personal and Business tax returns
  • State returns; Personal & Business
  • Corporations, S-Corporations, Partnerships & Trusts
  • Understanding LLCs

Business Services

  • Federal & State Income Tax Returns
  • Quarterly Reports at both State & Federal level
  • Tax Consulting for Existing & New Businesses
  • Financial Advice for Employee Benefit Programs

Bookkeeping Services

  • General Ledger Accounting
  • Bank Reconciliations
  • Financial Statements
  • Payroll Services

Insurance

  • Life Insurance
  • Annuity Products
  • Long Term Insurance

 *These services are offered by Rachel Overcash through her affiliation with Avantax.