We are proud to be different! In fact, we’ve worked hard to differentiate our firm from all the others, ensuring that we keep things personal.
It’s our belief that simply supplying our clients with statements and reports is not enough. Anyone can deliver the product, but the real value is in the personal care. Our team of experts work with you throughout the year to provide analysis and insight into your numbers and guide you on making sound, healthy financial decisions. We help you plan out a strategy for mitigating your tax burden and improving performance for the long-term.
Don’t settle for average. Partner with a firm that understands every client deserves to work with a team that not only offers accounting expertise, but also has a winning PERSONALity!
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
My relationship with the firm spans many years. As with any business we have had our ups and downs, but I never once was concerned that my issues were unimportant to Bobby or his staff. My business has grown...read more
We have been using Robert Palmer and Associates for over 10 years for our accounting, tax, and payroll needs. The office is very efficient and answers questions in a timely manner. They have completed both...read more
We have been clients of Robert Palmer and Associates for a number of years and trust they are focused on our best interests as a small business. If we have questions or requests, they are responsive. When there are new...read more
Your firm does a great job for us, keeps us informed and helps us handle an extensive amount of information needed on our returns. We have used you guys for years and have always enjoyed working with you all. It is refreshing...read more
Robert Palmer and Associates has been instrumental with my business growth for many years. From accounting, financial analysis, real estate, asset purchase decisions, acquisitions, Bobby and his team have been there every...read more
It was important to me that I partner with a CPA firm that provides the same high level of service to me as I do with my clients. I found that partner in Robert Palmer and Associates. He has been a trusted advisor for over five...read more
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: