Palm Beach Tax Group, Inc
Established in Palm Beach in 1970.

With over 50 years of experience, we specialize in a proactive approach to tax and financial planning for businesses and families.

We have a team of Enrolled Agents and Trusted Alliances that take pride in providing outstanding customer service and satisfied results.

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

Using custom and core tax planning strategies with exclusive planning products, our tax and financial plans provide protection for you to have the confidence to maintain the lifestyle you deserve now and into retirement.

Feel confident with a team of Enrolled Agents and Financial Planning Specialists who will communicate solutions and strategies to help minimize your taxes and increase your assets.

 

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Contact us for your free strategy session today!

**When We Build You a Proactive Tax Plan, We Guarantee to Save You 2x Our Fee.**

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

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Services

Accounting

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.

Tax Defense

Palm Beach Tax Group makes it a point to educate our clients about the many possibilities made available to taxpayers to resolve an IRS tax problem.

Business Services

As a true business partner, we are available to help you deal with any business problem or opportunity.

Retirement

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options.

Tax Preparation

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues.

Proactive Tax Planning

The Tax Blueprint provides a clear proactive strategic customized tax reduction plan, minimizing unnecessary taxes, using strategies that are legal, moral and ethical can substantially increase profits.

<center><span style="color:#23527c"><strong>About our Founders</span></strong></center>

Roland C. Manuel, EA

CEO, Enrolled Agent

Anita E. Manuel, EA

Founder, Enrolled Agent

​​​​​​​Wanita DeToma

Executive Assistant

Palm Beach Tax Group, Inc was established in Palm Beach in 1970, today we continue to help clients with all their tax and accounting needs throughout South Florida.   As a full-service tax and accounting firm helping individuals and small businesses, we take pride in providing outstanding customer service and satisfied results.  Our team of Enrolled Agents specialize in Small Business Accounting, Tax Preparation, Tax Representation, Tax Planning, IRS Tax Defense and Resolution.

Our team of Enrolled Agents, work to assist you with all your accounting and tax needs.  No client is too small and no firms are too large.  You can depend on us to resolve IRS tax notices. Contact our team today for a FREE Consultation.

Mission

At Palm Beach Tax Group, Inc., our mission is to provide exceptional customer service and minimize your tax liability to the fullest extent allowed by IRS regulations. We strive for the highest degree of client confidentiality in our integrity, expertise and reliability by educating and advising our clients of solutions to maximize tax dollar savings now and in the future.

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Reliable

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

There’s always been a special bond between Roland C. Manuel and his grandmother, Anita Manuel.

“She was always a guiding force in my life,” Roland Manuel said. “When I was growing up, she made sure I went to church. When I got older, she made sure I went to college.”

And, even before he graduated from college, his grandmother hired him to work in her Palm Beach accounting and tax business.

“She’s my mentor and business partner and although we don’t agree on everything, sometimes we agree to disagree, we get along very well,” he said. “Our methods may be different at times. She’s from the old school, and I’m from the new technology era.”

Early 2014, Anita Manuel passed the torch to her grandson, promoting to him president and chief operation officer of Palm Beach Tax Group, Inc.  while she stays on as a director and handles work for her longtime clients.

“She wants to be able to travel,” the new CEO said. He has worked at the firm since 2001. His grandmother has worked at Palm Beach Tax Group Inc., which began in 1968, for 34 years and has been president since 1983.

The business, with clients from all over the world, handles tax representation, tax preparation, tax planning, tax defense, tax resolution, payroll services and QuickBooks, he said. “We are in the business of building relationships.”

The Manuels are Enrolled Agents, “we are federally authorized tax practitioners, but we don’t work for the IRS,” he said. “Our specialty is in tax matters.”

Born and raised in West Palm Beach, he graduated from Palm Beach Lakes High School.

Growing up, he said, his ambition was to become an architect or a lawyer. But once he got to college and began working with his grandmother, his focus changed to business, specifically a tax and accounting firm. Today, he said, he’s right where he wants to be.