Palm Beach Tax Group, Inc

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.

Dec 2021

Roland Manuel was the most professional investment adviser we met with! His down-to-earth style made him particularly easy to work with. He explained things in lay terms for us to fully understand what he was presenting. He answered all of our questions, and he handled all of the "problems" we encountered, ie, delays, postage issues, etc. As a bonus, every investment he suggested we were successful in obtaining, and we have every confidence that we are set for easy, profitable retirement. I cannot recommend Roland highly enough!!