About Palm Beach Tax Group, Inc

Palm Beach Tax Group, Inc. is a trusted accounting firm with over 50 years of experience in providing personalized, one-on-one attention to every client. Customer service is their top priority, and their goal is to exceed their clients' expectations. The firm offers a range of services, including accounting, bookkeeping, tax preparation, tax and financial planning, SMART retirement, and income planning. Each client is unique, and the firm tailors its services to meet their individual goals and wishes. Clients have praised the firm's professionalism, knowledge, and ability to provide valuable insights, such as informing them about the 9.62% interest rate for I-bonds, which their previous financial advisor had not mentioned. The firm's "tax ninjas" have helped clients with catch-up reconciliations, tax filings, and even securing significant refunds from the IRS.

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Reviews for Palm Beach Tax Group, Inc

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Oct 2023
I needed an accounting firm desperately for lots of catch up reconciling my checking account and tax filings and this group jumped righty on it and did an amazing job! And, I got a ton of money back from the IRS too.
Nov 2022
I'm a healthcare provider, but I'm completely ignorant about taxes and investments. I had a consultation with Roland and was really impressed with his knowledge, professionalism, honesty, and insite. I have a financial advisor through my credit union, but he didn't educate or inform me on a fraction of the things that Roland did. For example, Roland told me about the 9.62 percent interest rate for I-bonds. My advisor never mentioned it because my bank doesn't sell that product and it didn't benefit them.I had a variety of questions regarding investments, taxes, and estate planning. After the consultation I was better educated and confident about using their services in...read full review
Nov 2022
I needed an accounting firm desperately for lots of catch up reconciling my checking account and tax filings and this group jumped righty on it and did an amazing job! And, I got a ton of money back from the IRS too.

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Hours

Monday: 8:30AM - 5:30PM
Tuesday: 8:30AM - 5:30PM
Wednesday: 8:30AM - 5:30PM
Thursday: 8:30AM - 5:30PM
Friday: 8:30AM - 5:30PM
Saturday: ClosedSunday: Closed

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Location

44 Cocoanut Row #5, Palm Beach

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