• Yes, we are open!
    Palm Beach Tax Group is experiencing higher than usual call volumes. We ask that you please be patient and understanding as we are responding to all inquiries as quickly as possible during this time.
  • Palm Beach Tax Group’s COVID-19 Business hours are Monday – Friday 8:30AM – 5:30PM.
  • Client Correspondence
    At this time WE ARE accepting in-office and face-to-face appointments.

    • We are COVID-19 Compliant: including mask, hand sanitizer and plexiglass in common areas.
    • Appointments and document sharing can be conducted via email, secure portals, concierge drop-off and virtual online conferencing such as Zoom or other applications.
    • Signatures can be obtained in-person, through our e-signature software as well as USPS as needed or wanted.
    • We are here to help you in a manner that makes you most comfortable.

As of Friday, March 27, 2020  Coronavirus Aid, Relief, and Economic Security or “CARES” Act was passed.  The result is a sprawling 880-page piece of legislation.  What are the concerns we may have and what is it we have to do now or need to do next, right? We ask that you please be patient as we help each of our clients navigate the options available for their specific situation.

 Please contact if your business needs help with COVID-19 Planning.

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Palm Beach Tax Group, Inc
was established in Palm Beach in 1970.

Our firms tax and financial planning  philosophy originates from listening to our clients’ unique concerns and wishes.

Using custom strategies and exclusive products, our plans provide protection for you to have the confidence to maintain the lifestyle you deserve in retirement. Our team of Enrolled Agents and Financial Planning Specialists make every effort to communicate solutions and strategies to help minimize  tax and increase assets.

 

**WE GUARANTEE TO SAVE YOU TWO TIMES OUR FEE.**

CALL 561-655-5777 OR CONTACT US TO START YOUR PLAN TODAY!

Save Paper

Every year, millions of trees worth of paper is wastefully discarded. Printing has its place, but there are also many financial and environmental advantages to going paperless.

Save Money

Competitive prices mean you have more money left over to spend on your family or invest in your business.

Save Time

Why spend your time reinventing the wheel when you have many years of expertise readily available to take something off your plate? Tax laws are always changing and you have other things to do.

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