Latest Newsletter

Moving Up: Grandmother Passes Palm Beach Business To Grandson

By Mary Thurwachter – Special to The Palm Beach Post   Palm Beach Tax Group, Enrolled Agent, Tax Defense, Small Business Accounting
 This year, Anita Manuel passed the torch to her grandson, Roland C. Manuel, promoting to him President and Chief Operation Officer of Palm Beach Tax Group, Inc. (www.palmbeachtaxgroup.com),

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.”

This year, Anita Manuel passed the torch to her grandson, promoting to him president and chief operation officer of Palm Beach Tax Group, Inc. (www.palmbeachtaxgroup.com), 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, payroll services and QuickBooks, he said. “We are in the business of building relationships.”

The Manuels are enrolled agents, he said.

“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.

Age: 33.

Education: Bachelor’s degree in business management from Northwood University.

Personal: Married to Danielle. They have two children, Jaiden, 12, and Rylee, 9, and live in Royal Palm Beach.

Hobbies: Sports, fitness and family. He also enjoys working with local charities, especially his church’s Thanksgiving project that delivers food baskets to people in need.

Career highlight: “In addition to passing the Enrolled Agent’s exam in 2004, I also received an SITC certificate, Specialty in Tax Controversies, from the National Center for Professional Education in 2007.”

Favorite quote: “Is it the truth? Is it fair to all concerned? Will it build goodwill and better friendships? Will it be beneficial to all concerned? — The Rotary’s Four-Way Test