Palmer Insurance & Income Tax

Palmer Insurance & Income Tax

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising exceptional service, professionalism, and expertise in both taxes and insurance. Customers highlight long-term trust, friendly staff, clear communication, and fair pricing. Many emphasize years of satisfaction, with specific mentions of maximizing deductions and handling complex needs effortlessly. A single negative review cites poor service and rudeness, but this is an outlier among numerous 5-star ratings praising efficiency, knowledge, and personalized attention. Bilingual service and consistent reliability are also noted strengths.

About This Listing

Tax Preparation
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
CPA License
In-person Support

Contact Information

Address

1111 Town and Country Rd STE 36

Orange, California 92868

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

I recently worked with Michael for my tax filing, and I couldn?t be more satisfied with the experience. From the start, they were professional, knowledgeable, and incredibly patient in answering all my questions. They took the time to ensure I maximized my deductions and explained complex tax rules in a way that was easy to understand. Their attention to detail gave me confidence that everything was filed correctly and efficiently. Not only was the process smooth, but their responsiveness and clear commun

I have been going here for years. Staff is friendly and knowledgeable.

My family has been going to them for over 15 yrs they have been so friendly and know what they are doing. They treat you right are honest and charge you what is fair. We have never had any issues with them I highly recommend this office to do your taxes get insurance as well.

Michael at Palmer Insurance handled all of my insurance needs with ease. I am a high claim risk due to damage to my property from neighbors and he was able to get me coverage for not much more than I was paying with my previous company. Now he has my new home policy and also our auto policies. He has also been able to help me with tax related questions and will be my choice for my taxes this next year. Thanks Michael for making all of this a breeze.

Palmer Insurance gave me the best rate I could find for my car. Michael was very courteous, professional and had the softest hands of any insurance professional I've met. Seriously, it was like calfskin wrapped in velvet, shaking those things.

I've been going to Palmer Insurance for YEARS!!! I wouldn't trust anyone else to do my taxes. Everyone at that office is super friendly and extremely helpful. I would definitely recommend them for all of your tax and insurance needs.

I always look forward for tax season solely because i can count on Palmers Insurance & Income Tax,great team, great communication, nothing like tax preparers who know exactly what their doing! Don?t hesitate to call and ask questions because with any problem you have they?re surely to find an answer that suits you best.

And back to pick up my tax forms and as usual they're very very nice professional and your package is real nice you haven't done your taxes in this is the place it's off of Main and Civic Center Drive in Santa Ana as I stated before I recommend this place very friendly and I know they speak English in Spanish if you decide to come tell them Carl said hi thanks for reading my review

Great place to get all your insurance needs taken care of. Michael and the crew at Palmer Insurance are professional and knowledgeable.

Always great service. Michael always goes above and beyond. Pays attention to important details. You are always in great hands with Michael.

I have been doing my taxes with Michael Palmer for many years. Top-notch customer service and expertise.

He was spot on. Efficient. Can't say enough about his business. Anyone in Orange County should use him!!! I used the firm for my taxes.

Great service and friendly staff. Would recommend to anyone to do there taxes here.

GREAT CUSTOMER SERVICE! Michael is very professional. I am satisfied with the service I received. Thank you Michael for all your help!! :)

This place is great..always on top of everything and so friendly...u can call them for anything and they will help u out.

Really great service! We have been going there for years and love it!

Great guy to go to for taxes been going there for 4 years now always satisfied

I've been doing my taxes here for over 10yrs. I love the dedication.

Good friendly service. Awesome people working there.

Fast service, and fairly priced for services.

(Translated by Google) I didn't like the service they offered, they didn't explain my taxes well. Mrs. Olivia slammed the door in my face, very rude and rude. I am very disappointed with the service. I hope the same thing doesn't happen to you. (Original) No me gust? el servicio que ofrecieron, no me explicaron bien lo de mis taxes. La se?ora Olivia me cero la puerta en la cara, muy mal educada y grosera. Estoy muy decepcionada con el servio. Espero que a ustedes no les paso lo mismo.

(Translated by Google) They serve very well and are very fast (Original) Atienden muy bien y son muy r?pido

(Translated by Google) Excellent service! !!! I am with them handling my incon tax for more than 18 years and everything is perfect....All the staff is very friendly.... (Original) Excelente servicio! !!! Estoy con ellos asiendo mis incon tax x m?s de 18 a?os y todo perfecto ....Todo el personal es muy amable ....

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.