Palmer Financial Services

Palmer Financial Services

5.0(1 review)
Offers online services
Offers online services

About

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 www.palmerfinancialservicesma.com


Highlights

Hired 9 times
1 employee
Serves South Chelmsford , MA
Offers online services

Reviews

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LS

Lisa S.

Tom was easy to work with, responsive, and knowledgeable.
... Show more
February 28, 2022
Hired on Thervo

Frequently asked questions

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

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

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

Preparing tax returns in college for extra cash

Individuals, small business and non-profits.

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


Services offered

Business Tax Preparation
Individual Tax Preparation
Accounting