*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
44 Cocoanut Row #5
Palm Beach, Florida 33480
Always a pleasure working with Roland and his team! The entire process was seamless, and I truly appreciated the personalized attention I received. I feel confident that my taxes were handled with the utmost care, and I will definitely be returning next year. Highly recommend!"
Palm Beach Tax Group has been providing stellar service to both my companies and my family for years. We love working with their team and feel like they value our business. It's nice to work with a professional, yet personable team like Palm Beach Tax Group.
Wanita and Roland are very attentive to any questions or concerns that we may have. They are always prompt in in their responses and I highly recommend them.
Roland and his staff are timely, very friendly and thorough. They are convenient to do business with as far as utilizing e-signature when able and e-filing to save your wait in line at the post office. They were also reasonable in their fees as they were not my first accountant, and saved me money compared to the previous office I utilized. I would highly recommend him to do your tax preparation for both your corporate as well as personal taxes. He also prides himself in his tax planning strategies to save
Roland Manuel was the most professional investment adviser we met with! His down-to-earth style made him particularly easy to work with. He explained things in lay terms for us to fully understand what he was presenting. He answered all of our questions, and he handled all of the "problems" we encountered, ie, delays, postage issues, etc. As a bonus, every investment he suggested we were successful in obtaining, and we have every confidence that we are set for easy, profitable retirement. I cannot recommen
I'm a healthcare provider, but I'm completely ignorant about taxes and investments. I had a consultation with Roland and was really impressed with his knowledge, professionalism, honesty, and insite. I have a financial advisor through my credit union, but he didn't educate or inform me on a fraction of the things that Roland did. For example, Roland told me about the 9.62 percent interest rate for I-bonds. My advisor never mentioned it because my bank doesn't sell that product and it didn't benefit t
We own a business and I know my business well. What I don't know or understand is taxes. We went to Roland and he was able to straighten us out properly. I'm sure they're are hundreds of other tax preparers that could have done this or done that.....but his guarantee if an audit happens is awesome. I'll take the guy that doesn't get my returns red flagged vs the schemer all day. Great communication from the whole company.
PB Tax Group with the leadership of Roland is the best partner for a start up company like mine. He goes beyond just their financing expertise but also provides guidance and advice to grow my business. Always available for any professional advice.
Roland has been a lifesaver. When I first went to him my books and taxes were a mess. He is extremely knowledgeable and patient and got everything on track for me. His pricing is EXTREMELY reasonable. Roland is fast and efficient and is the best in his field. Because of Roland, I can go to work and make the money and know that Roland is there to do what he does best so I don't have the headache of doing my own P&L and taxes.
Family owned business that helped my late father with his small business needs and now helps me with both my small business and personal needs. Would recommend them for their ease and quality of service. They make doing taxes enjoyable- thank you Roland and team for all that you do!
Such a great experience with Roland and his team at Palm Beach Tax Group! Was given some fantastic tax advice and even given advice on how his team could help me as my business grows. Pricing was extremely reasonable and I look forward to working with him and his team in the future.
Roland and is team have assisted us in our taxes for the last two years and have been nothing but professional. They are experienced and very helpful throughout the process. I would recommend them to my family and friends will most definitely return next year when filing again.
So happy with my experience using their services. I just moved to FL so I needed someone to help me with my tax return including an out of state filing. They were able to meet all of my needs and showed me deductions and credits that I overlooked which basically doubled my return. I'm so happy with their tax service that I'm going to take advantage of their free one hour financial consultation to learn how I can better manage my call. Give them a call; you'll be glad you did.
Roland is very knowledgeable and professional! He works hard to stay on top of all the new tax changes and trends. He educates his clients and is a joy to work with! Highly recommended!
The Palm Beach Tax Group is the truest example of professionalism, service, and knowledge. In past years Roland and his team have saved me more money than I thought was possible through his strategic tax planning approach, and I knew that he always had my best interests in mind During this time of crisis I have been struggling with all of the information being provided, but again they came through by helping me complete the forms that I needed, and understand what my best options are. At such a challengi
I am grateful to have been referred to Roland Palm Beach Tax Group! I will continue to do business with PBT . The communication from Wanita and Roland has been consistently above and beyond! I am a customer for life!
Outstanding on every level. Palm Beach Tax Group provides the guidance, education and personalized service I never thought possible. Able to handle complex, out-of-state and multi-faceted returns with ease. Highly recommended. Worth every penny x 10.
Started using Roland almost 10 years ago to Catch up on many years of unfiled federal and state returns. It was a nightmare receiving almost daily certified letters from IRS. Roland grabbed the bull by the horns, stopped the IRS from contacting us, completed all delinquent returns and reached a settlement that has left our IRS problems in the past. I can never thank you enough! Professional, caring and always available.
I have been with Palm Beach Tax Group for several years! Their knowledge, customer service and attention to detail is what has kept me with them! I like that they know about the new products and services and are always looking what is the best fit for me! Thank you and keep up the good work!!!
I used them for a tax problem resolution. They are very helpful and courteous. Roland is very responsive to my phone calls and was always easy to get on the phone and always had the answers to my questions when I asked them. I am very satisfied with the service I received and will use them again to prepare my taxes. Ken Juen
Great experience. I was referred to them by Singer Wealth and now I know why. Exceptionalism comes to mind. Roland and his team made me feel at home and that they will do everything in their power to help me out.
Palm Beach Tax Group is legendary. They are a high-speed, tax killing machine. Personal income taxes - easy; business taxes- no problem; tax planning - even better; deferred taxation on investments - crushing it. I don't post many reviews, but when I do, its because I'm blown away. Palm Beach Tax Group. Get some.
Roland and his team were professional from the start and understood my companys needs. I am very happy with the work we they have done and would recommend them to any individual or company.
Thanks to Mr. Manuel, I was able to get my taxes done in a very short amount of time. I usually do my taxes on my own, but this was the first year I was dealing with multiple forms and I had some questions I needed to answer. Mr. Manuel took the time to review the documents I provided and answered several questions I had in a very timely manner. Very happy to have visited this office and I'll make sure to keep their number handy.
Truly an incredible experience with Palm Beach Tax Group! The environment was welcoming and the staff was very helpful, patient and efficient. Best tax experience of all my years. I highly recommend.
I was very nervous about my taxes this year since it was the first full year of doing a 1099. But Roland set me at ease, answered all my questions and not only explained everything, but also told me exactly what I needed to know to make things easier and save me the most money next year!
Roland is the best of the best! Always gives me great advice and has gotten me out of a couple jams. Highly recommend.
Competent, trustworthy, reliable, timely, and efficient. I feel very comfortable recommending Roland Manuel to others as I know that he will always provide an excellent service for them.
Professional, prompt, and accurate! Excellent customer service! Roland and his team really do put the relaxation in taxation.
I have using them for years, and highly recommend them to anyone with a big business or small. They are very professional and keep up to date on tax laws. Everyone is courteous, and helpful there!
After 6 years of being a loyal customer I am sad to say I was let down and misguided by this company. Emails went unanswered and critical documentation was not provided. I had to seek alternate sources to find answers to my questions and to meet my needs. If you are inexperienced and require guidance in tax matters like me, I suggest you look elsewhere.
The entire staff were wonderful. Mr. Manuel was very knowledgeable and he explained everything, with an immediate followup note. i appreciate all their help. They provided my information quickly and efficiently!
Everyone at PBTG has always been great. They go the extra mile. I've referred others to them, as well, and PBTG has taken great care of them too. Highly recommended.
I needed an accounting firm desperately for lots of catch up reconciling my checking account and tax filings and this group jumped righty on it and did an amazing job! And, I got a ton of money back from the IRS too.
PBTG is very professional and provides tremendous value. Outstanding company and they make me feel important and not just a number.
Roland is awesome, very knowledgeable and extremely helpful. I will definitely be going back for all of my tax needs!!
Top notch service. Very experienced. I have used them for over 10 years for my business taxes and bookkeeping. I would highly recommend.
Roland rolls up his selves and gets down to business! Very professional! I have used this group for years!
I've been going to Palm Beach Tax Group for years. I wouldn't go anywhere else now. They're the best!
Always super helpful and they have saved me so much money over the years. Highly recommend!
Roland and Palm Beach Tax Group, Inc. love giving back to their community every chance they get!
Called for some general information the lady at the front desk was abhorrent 0 professionalism and phone etiquette 3.9 million review views 1.7 million likes No go
Knowledgeable and always available. Guided me through a fast, stress-free tax filing process for both my personal and business returns.
Roland and his team are the best of the best!
Roland is very knowledgeable and keeps us on track!
Received great help from PB Tax Group after receiving notice from IRS that contained errors.
Great service and great people. They are the best.
every thing was done very well
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.