Palmer Financial Services

Palmer Financial Services

5.0 (1)
8 hires on Thervo
1 employee

About this pro

Twenty -five years of tax preparation, personal, small business and non profit. I have a degree in accounting from Bentley University and a certificate in financial planning fom Biston University. I have passed the IRS RTRP exam and also erolled in the annual filing season exam, which requires passing a tax update program each year. I have about 100 small business and personal tax return clients and look forward to adding new one's each year. My website is

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South Chelmsford, MA 01824
Email verified
Phone verified

1 Review


  • Paul D.


What is your typical process for working with a new customer?

First meeting is to get to know each other and discuss tax situation. Fees are discussed and a schedule established to complete all tasks.

What education and/or training do you have that relates to your work?

Bentley University ( BS) Boston University ( certificate in financial planning) Registered Tax Return Preparer with the IRS. Annual Filing Season Exam.

Do you have a standard pricing system for your services? If so, please share the details here.

Generally prices range from $150- $250. Includes state returns and e filing. Also includes notification of acceptance by IRS and State Agencies.

How did you get started in this business?

Preparing tax returns in college for extra cash

What types of customers have you worked with?

Individuals, small business and non-profits.

What advice would you give a customer looking to hire a company in your area of expertise?

Look for credentials and PTIN, without PTIN a preparer cannot e file.

Services offered

Tax Accountants Tax Preparation Services Business Tax Preparation Individual Tax Preparation Accountants