OverWatch Enterprises, LLC

When Lance Rose sees a business need, he fills it. That’s how he and Terri, his wife of 30 years, have evolved into the proud owners of OverWatch Enterprises, LLC, a cutting-edge security services company.

Lance learned the ropes of entrepreneurship working in his family’s John Deere stores in Alabama. A dream to run a commercial hunting business led the Roses to Texas. They eventually settled in the Hill Country, where Lance became a real estate investor. Then, another opportunity arose in 2010.

“His business partner had several businesses in the oil and gas industry and told him that oilfield security guards were in high demand,” Terri recalls.

Lance already had a security background (including serving as a reserve deputy sheriff), so the need matched his skills. At the time, security services were low-tech, and the family, including the couple’s then-teenage son, put in the manpower necessary to make OverWatch Enterprises successful.

Over the years, technology became a central focus of security services. However, this new facet didn’t deter or intimidate Lance in the least.

“He started constantly researching new technology and new ideas. His goal was always to stay ahead of the competition,” Terri told us.

That research and innovation paid off. Today, OverWatch Enterprises provides industryleading security and surveillance by combining the security personnel at the center of its original business with cutting-edge, proprietary technology for video surveillance and access control.

And while they’re still firmly rooted in the traditional oil and gas industry, they’ve extended their security services to emerging areas, including cryptocurrency mining and carbon capture facilities.

As OverWatch Enterprises matured, so did the company’s accounting needs. A surprising tax bill was the wake-up call that led the Roses to Steven Bankler, CPA, Ltd.

“I call it a match made in heaven,” Terri says. “They’ve done a great job for us, and I adore Corinna, who I work with all the time. They’ve really enhanced our business and have saved us so much money in several different areas.”

That savings and peace of mind are just what the Roses need to keep their focus on innovating and expanding the business. Learn more about OverWatch Enterprises, LLC, at overwatchent.com

March 1, 2022

Blogs and Articles

Profit-Sharing Disputes: IDing What Went Wrong

Disputes in closely held businesses rarely stem from simple math errors. Instead, they arise from "creative" accounting that obscures the business's true economic reality....

Profit-Sharing Disputes: IDing What Went Wrong

Read More

What’s the Deal with Trump’s Forever Tax-Immunity Loophole?

While you might not be signing an addendum with the Acting Attorney General, you CAN use closing agreements and statutes of limitation to create your...

What’s the Deal with Trump’s Forever Tax-Immunity Loophole?

Read More

Secret Texas Wealth Tax Traps

When building wealth in Texas, poor planning can result in hefty taxation as you earn your way to the top....

Secret Texas Wealth Tax Traps

Read More

How Long to Keep Tax Records? Forever Might Be Best 

A new precedent is forming in the tax courts that can cost even innocent taxpayers hundreds of thousands of dollars....

How Long to Keep Tax Records? Forever Might Be Best 

Read More

George Clooney’s Exit Tax Dilemma

George Clooney's recent relocation to France highlights a complex financial dilemma: maintain dual citizenship and face dual tax systems, or renounce U.S. citizenship and trigger...

George Clooney’s Exit Tax Dilemma

Read More

Avoiding a Business Seizure for Nonpayment of Taxes

A business seizure is a last-ditch effort following many other attempts at tax collections. Here’s what to watch for and how to respond....

Avoiding a Business Seizure for Nonpayment of Taxes

Read More

4NS-Supply

How do you go from zero sales to 800% growth while maintaining a medical career? Dr. Paul Pallan shares his story of dual-career success and...

4NS-Supply

Read More

Better Tax Preparer Oversight May Be on the Way

Tax preparer oversight might soon be getting a rehaul thanks to a bipartisan Senate bill that aims to impose stricter standards and penalties for misconduct....

Better Tax Preparer Oversight May Be on the Way

Read More

J. Anthony’s Refrigeration

From U.S. Navy technical training to founding J. Anthony’s Refrigeration in 1988, learn how John Bianchi’s commitment to excellence and high-level expertise built a trusted...

J. Anthony’s Refrigeration

Read More

Business Partnership Structure: 6 Things to Consider 

Thinking about a business partnership? This checklist will tell you what to discuss with your tax and legal advisors....

Business Partnership Structure: 6 Things to Consider 

Read More

During an IRS Investigation: Are Friends & Neighbors Contacted?

Can the IRS contact your neighbors or boss? Learn the rules for third-party investigations, your right to advance notice, and how to protect your privacy....

During an IRS Investigation: Are Friends & Neighbors Contacted?

Read More

How the New SALT Cap Affects Texas Pass-Through Businesses

How the One Big Beautiful Bill Act substantially changed the SALT Cap rules for Texas pass-through businesses....

How the New SALT Cap Affects Texas Pass-Through Businesses

Read More

Small Business Tax Breaks Back on the Table

How does the latest federal tax bill enhance small business tax breaks?...

Small Business Tax Breaks Back on the Table

Read More

IRS Crackdown on Millionaires Is a Sweeping Success

By ramping up enforcement on high-income earners, the IRS has recovered over $500B in back taxes from millionaires. What does this mean for the future...

IRS Crackdown on Millionaires Is a Sweeping Success

Read More

Four New Tax Breaks Worth Getting Right

Learn four new tax breaks that can help qualified individuals maximize this year's tax refund....

Four New Tax Breaks Worth Getting Right

Read More

Now Accepting New Clients

Let’s Start the Conversation

Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.

Want to receive tax strategies and tips direct to your inbox?

Name(Required)