Firm Profile

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our expertise to achieve the best possible results. We offer our professional services at a fair price, while simultaneously providing you the individual attention that you deserve. We provide individual tax return services including federal and state e-filed returns, self-employment business needs, review of previously filed returns, filing of late or amended returns, help with adjusting w-4 withholdings, and much more. We are delighted to help with all of your tax needs, and take pride in strong communication and follow-through with our clients. We also enjoy educating our clients on withholding and quarterly estimates so that there are little to no surprises when tax season comes!

Owner Profile

Jacqueline Overzet is the owner and operator behind The Tax Prep Shop LLC. She completes the IRS’ Annual Filing Season Program (AFSP) each year which is a voluntary program aimed at recognizing a higher level of professionalism amongst tax return preparers. This designation comes with continuing education requirements and adhering to the obligations of Circular 230, Subpart B and Section 10.51. You can find her listed in the public database of return preparers on the IRS website.
Jacqueline prides herself on professionalism including strong client relationships and follow-through. Mrs. Overzet received a Bachelor’s Degree in Business Administration from California State University, Los Angeles and worked for several years in the banking industry. Following this, she returned for her Master’s Degree in Urban and Regional Planning from San Jose State University and worked for many years as both a private and public sector City Planner in the San Francisco Bay Area. After having children and moving to Arizona, she decided to transition from development planning to tax planning! In her free time, she enjoys spending time with her family, gardening, hiking/walking, exercising, going to the lake, or anything outside.