PALM AND PINE CPA, PC

Mar 2024

We moved to North Carolina in 2020 and were introduced to Palm and Pine through the company I worked for. We began using their Tax Prep services in 2021. Our returns were fairly complicated since we lived and worked in three different states in 2020 and changed employment categories. Palm and Pine did a fantastic job navigating the tax code and helped us file on time and make the correct payments required and get the maximum refunds when appropriate. We've used them ever since and wouldn't even consider changing CPA firms. I recommend Katherine and her team with enthusiasm. They will care for your personal or company's CPA needs with professionalism and courtesy. They...read full review

Oct 2021

I am a small business owner that started using Katherine's services while going through a very difficult business transition. I can't say enough about the knowledge, persistence and dedication Katherine brought to resolve my issues and get me back on track. She also assisted with streamlining the company bookkeeping procedures and made everything much less complex and time consuming. I was fortunate to find her when I did and I highly recommend her to anyone in need of a dedicated professional partner for their accounting services.

Oct 2021

I used to Katherine to handle my personal taxes for a single year. She took the initiative to go back several years and correct my old tax returns and save me 10's of thousands of dollars. No other tax "professional" would have even taken the time to look. Katherine is worth every dime ten fold!