Jamie Overberg – Partner, TaxOps Minimization
With over 20 years of Research & Development (R&D) credit experience, Jamie specializes in executing and managing all aspects of the R&D tax credit as well as a wide range of tax minimization strategies and financial reporting requirements under ASC 730, ASC 740 and Fin 48. Jamie also works with Section 263A and Section 382 analysis, calculations, and reporting. She works primarily with clients in the automotive, engineering, manufacturing, software, biotech and oil and gas sectors, and has worked on numerous R&D tax controversy engagements.
Previously, Jamie spent 13 years with the tax practice of Ernst & Young as, among other roles, a member of E&Y’s National Research and Development practice in Washington, D.C. In this national role, Jamie helped to set standards for the practice and managed R&D work for clients across industries.
Jamie graduated from Drake University with a Bachelor of Business Administration in Accounting. She worked as a financial analyst prior to entering public accounting, gaining valuable project management skills necessary for effectively overseeing large R&D projects. Learn more about tax-saving credits, deductions and deferrals at TaxOps Minimization.
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