About Us

Palmer Financial Consultants provides financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small.

Individualized Services

The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the best possible results and maximized returns.Our firm remains on the cutting edge of tax law and financial trends.

Legal Expertise

At Palmer Financial Consultants, we treat our clients with courtesy and integrity that they deserve. We are well-informed and continually adapt to the ever-changing world of tax law and accounting.

Accountant

Stephen T. Palmer

Stephen T. Palmer is an Accountant and Enrolled IRS Agent, practicing in Palm Beach County, FL. Mr. Palmer specializes in both corporate and individual income tax preparation, negotiation, and audit representation. Stephen has 12 years of experience as an agent and manager for the IRS. Since 2002, he has been an independent consultant for corporate and individual taxpayers.

Palmer Financial Consultants can help you with:

1Business Planning
We provide outstanding accounting and tax services for your business. Today more than ever before, it is crucial that you have a strong financial advocate on your side. As a recognized industry leader, we keep abreast of the latest tax law changes, utilize the most effective technologies and maintain an impeccable reputation for professionalism and integrity.
2Corporate and Individual Income Tax
Are you looking for information about your personal income tax return? How about your Corporate, Partnership or Business? Do you need information about Estate, Fiduciary or Inheritance Taxes? Are you interested in information on Estimated Tax for your personal taxes or Withholding Taxes for your business? If you answered “YES” to any of these questions above, then you are in the right place. The Individual and Corporate Tax Division is responsible for the administration of the income tax and business taxes for businesses and individuals.
3Domestic and Foreign Incorporation and Income Tax
Typically, a domestic corporation is able to conduct business in other states or other parts of the country where it has filed its articles of incorporation. Businesses that are incorporated in a different country or state from which they originate are referred to as foreign corporations.Tax treaties tend to reduce taxes of one treaty country for residents of the other treaty country in order to reduce double taxation of the same income.
4SEC Compliance Income
The U.S. Securities and Exchange Commission (SEC) is an agency of the United States federal government. It holds primary responsibility for enforcing the federal securities laws and regulating the securities industry, the nation’s stock and options exchanges, and other activities and organizations, including the electronic securities markets in the United States. We specialize in working with small publicly traded companies, including those that are preparing for their IPO, or initial public offering. Our certified EAs are highly qualified to research, plan and organize your business’s IPO efficiently on your desired timetable through our SEC accounting services.
5Enrolled Agent
Using an enrolled agent can save significant time and effort in tax preparation and its associated tasks. EAs are equipped to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Our principal focus is honest, intelligent and ethical representation of taxpayers before the governmental agencies.
6Preparation and Representation
As an enrolled agent, people with this credential are licensed by the IRS and specifically trained in federal tax planning, preparation and representation. Enrolled agents hold the most expansive license IRS grants and must pass a suitability check, as well as a three-part Special Enrollment Examination, a comprehensive exam that covers individual tax, business tax and representation issues. They complete 72 hours of continuing education every 3 years.
7Tax Auditing
A tax audit is when the IRS decides to examine your tax return a little more closely and verify that your income and deductions are accurate. Audit’s are stressful and time consuming. Don’t represent yourself in an audit. We are here to help with all your auditing problems.
8Treaty Advisory Services
Tax treaties may cover income taxes, inheritance taxes, value added taxes, or other taxes.Tax treaties tend to reduce taxes of one treaty country for residents of the other treaty country in order to reduce double taxation of the same income. The provisions and goals vary highly and very few tax treaties are alike.
9Venture Capital Funding
Venture capital (VC) is financial capital provided to early-stage, high-potential and growth startup companies. The venture capital fund earns money by owning equity in the companies it invests in. Venture capital is attractive for new companies with limited operating history that are too small to raise capital in the public markets and have not reached the point where they are able to secure a bank loan or complete a debt offering. In exchange for the high risk that venture capitalists assume by investing in smaller and less mature companies, venture capitalists usually get significant control over company decisions, in addition to a significant portion of the company’s ownership (and consequently value).
  • I had lost everything due to poor accounting and did not know for 7-8 years. Palmer Financial stood right by my side all the way. Face the IRS head on with Palmer Financial – inexpensive and well worth the money considering the man hours involved in solving my problems, thanks again, great job.
    Joe P., CA
  • Was in a bad and long payment plan for past due taxes set up by another tax solution firm, contacted Palmer Financial Consultants and they amended my tax returns and reduced my tax liability and actually got me a refund this year. I will be coming back to Palmer Financial next year for all my tax and financial needs
    Jo C., Texas
  • Palmer Financial took over my case and within a few months came back with results that surpassed my expectations. I am completely satisfied with Palmer Financial Consultant services and would strongly recommend them to others facing difficult IRS issues.
    Ron R., Texas

Contact Us

At Palmer Financial Consultants, we treat our clients with courtesy and integrity.

Our office is open Monday - Friday from 09:00 AM to 05:00 PM

5301 N. Federal Highway, Suite 290 | Boca Raton, FL 33487 | 561-953-9377

Follow us on Facebook

 
facebook