Palm Beach Tax Group, Inc

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.