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MINIMIZE WORRIES, MAXIMIZE OUTCOMES

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Why you should file with OFS?At Overtime Financial Solutions, we provide a seamless, hands-off experience and results you can trust — NO HIDDEN FEES. We’re dedicated to making tax season stress-free and maximizing your refund. Here’s what we offer:​ ​Free Estimates Maximum Legal Refunds Services for all 50 States W-2s/Self-Employment Business Taxes Advance Loans up to $7,000 (subject to bank approval) Audit Protection Referral Bonuses
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How to get startedTo get started, click on the taxes tab and book a free consultation via the calendar. The consultation is a 30-minute phone call, designed to ensure we capture every possible credit and deduction to maximize your tax return or reduce your tax liability. After booking, you will receive a confirmation email at the address you provided. Appointment times are in Central Time. Before booking, make sure to double-check that you're selecting the correct time zone.
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What you need for your consultationTo make sure we take advantage of every credit and deduction you're eligible for, please have the following details ready for your consultation: Employment Details: W-2s and/or self-employment income Housing Costs: Monthly rent or mortgage payments Property Tax & Mortgage Interest: Annual amounts, if applicable Childcare Expenses: Annual daycare costs, if applicable Utilities: Yearly totals (electricity, internet, phone) Transportation Costs: Monthly car insurance and car note Business Expenses: Details if self-employed or business owner Medical/Dental Expenses: Out-of-pocket totals Investments: Stock portfolios, IRAs, or 401(k) details Be sure to bring a pen and notepad for taking important notes.
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If you need to cancel or reschedule..Kindly provide at least 24 hours' notice if you need to cancel or reschedule, allowing others to utilize the time slot. If you have any questions or concerns, contact me at info@overtimefs.com or TEXT ONLY: (901) 231-9141.
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Accessing the client portal..After your consultation, you will receive an email at the address you provided. This email will include a direct link to my client portal, where you can securely provide your personal information and upload supporting documents, such as your driver’s license, W-2s, receipts, and more. The Client Portal is designed to keep you organized, provide live updates and notifications throughout the filing process, and make it easy to reach out with any questions or concerns. For access to the Client Portal, please refer back to your invite email or contact me. Important: A consultation is required before access is granted to the Client Portal.
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