*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.*
1201 Carolina Pl #103
Fort Mill, South Carolina 29708
We highly recommend Robert Palmer & Associates! Not only are they skilled, professional, and knowledgeable in all aspects of accounting and taxes, they also truly care about their clients. We have had the pleasure of working with Jolie, Bobby, and the amazing team at RPA for the past 4 years and they have accommodated our needs during time sensitive matters with ease, further confirming we made the right choice in trusting them with our accounting and tax needs. Look no further than Robert Palmer & Associat
Bobby Palmer and his team are the best! Highly recommend. We are new clients (a small business owner and a professional), and could not be more satisfied. They are smart, practical, knowledgeable, and provide great value.
As we scrambled to find a new CPA due to our current one retiring, Robert and his staff became highly recommended, so we talked with them about our complex and extensive business. The team made the transition extremely easier than we had anticipated, and ended up being one of the best business decisions we have made in a long time. We thank the wonderful staff, and would recommend them to any business considering a new CPA firm.
I?ve used Robert Palmer and Associates for many years to handle my corporate structure, accounting, and tax filing needs. Bobby and his staff are very prompt and do an excellent job. They were communicative, had the paperwork well organized, and guided me through all the necessary steps. Everything is done electronically and a very hassle-free experience. I highly recommend using their services if you need assistance with more than just basic tax filings.
I highly recommend Robert Palmer & Associates. We've been working with the Robert Palmer group for over nine years now. They are great at providing us with the best tax service, and we've always had a very positive and professional experience with everyone in their office. When selecting to work with this team, they will always answer any of your questions and always give you the best advice you need for the upcoming tax season. 5 Stars.
I lived in SC briefly, but even though I no longer live there, I continue to have Robert Palmer & Associates handle my taxes each year. They are efficient, responsive to communication, and I trust them. It's not easy to turn over so much personal, financial information to others and trust that it will be handled professionally and confidentially, but I don't hesitate to do so with these folks.
Robert Palmer and Associates have done our personal taxes for over 20 years and our business taxes for 7 years. They have a very professional staff, detail oriented,, helpful and kind to work with. The online portal process is not difficult to use and very convenient now that we live 4 hours away and continue to use their services. We highly recommend Robert Palmer and Associates.
Honestly if you?re looking for someone to prepare your taxes I would highly advise you look elsewhere. Was told I was not worth their time.
Robert Palmer and associates are awesome. They have been there for us not just during tax time but also while selling a second home and retirement. It is comforting to know they have our backs while we are making life changing decisions. Thank you Robert, Jolie and Abby, you guys are the best.
I have had Robert Palmer and Associates as my CPA for approximately 20 years. I used them for my personal returns and my business returns as well as payroll. I love all the staff...they are knowledgeable and have my taxes done timely year after year. Highly recommend them !!
I have had Palmer and Associates prepare my taxes for many years now. They are knowledgeable, professional and efficient. Their fees are reasonable and I will continue to use them and recommend them to my family and friends.
Robert Palmer & Associates have formed a group of professional, hard working, very knowledgable qualified people to work with their clients. Bobby was highly recommended to us after a bad expenses with another tax preparer. We came to them frantic when we found out that the other accountant had not filed taxes. They calmly took our books, told us the plan and touched base all along the way. When I hear Professional I think formal, hard to talk to but that is not the way this company makes you feel. I
We found Palmers online and set up a meeting to see if they would be a good fit for us .They we?re very professional and made us feel at ease right away. Well it?s been almost a year now and we couldn?t be more pleased with all the help they have given us. From tax matters to helping me streamline my business set up, has made a huge difference in our lives. It?s a great feeling to know you have people working with you who really care about their clients. They are really fair with their rates and many times
If you need someone to handle your taxes, look no further than Robert Palmer & Associates. They answer every question I have and have guided me through setting up two businesses! I trust them completely and am extremely grateful to have found them.
I have been using Robert Palmer & Associates for several years now for my HVAC company. We were doing all of our accounting in house and it just got too much for us. Thank goodness Bobby was recommended to me. Him and his entire staff are great to work with, always on top of everything and very professional. So if you are looking for a great accounting firm, look no further. Give them a call, you wont be disappointed
Since 2016 we have been working with Robert Palmer and Associates and they are doing a terrific job with our annual tax returns. The staff are courteous and knowledgeable. In addition, Bobby was instrumental in correcting an error from a prior year when we were lining in Virginia. We highly recommend this firm. Here's to success.
My mother and I have been using Robert Palmer & Associates for many years now, and they've continued to help me file my taxes even after I've moved out of state! Everyone is very kind and quick to answer any questions I have. I appreciate them for all they do and couldn't recommend them more.
Robert Palmer & Associates have been a pleasure to work with. Communication is excellent, they are professional, and very knowledgeable. We highly recommend Robert Palmer and his Team for business and personal services.
We are new clients of Robert Palmer and Associates and couldn't be happier with their customer service. They handle all of our small business needs and personal accounting needs. They always make us feel like we are a priority. Excellent communication through their customer service portal, despite a challenging covid environment. Thank you Bobby and team!
I've been using Robert Palmer & Associates for accounting needs since 2014 and have always found them to be responsive and professional. As a commercial real estate professional with +30 years in the industry; it's great to have people that take care of my accounting needs so that I can focus on my business success. They have helped and I will continue to use them in the future! I highly recommend them!
I have been a client of Robert Palmer and Associates for over 10 years. Robert Palmer and Associates is more than a CPA firm. They are my partner and advisor for all financial decisions for both my family and business accounts. Bobby?s experienced staff is easy to work with, responsive to my questions, and are very professional. I would highly recommend Robert Palmer and Associates. If you are looking for a new CPA.
I received a gracious welcome as I entered the office for my first visit today. I was comfortably placed in a conference room where I met with someone who capably answered my questions, accepted my information and began the process for the preparation of what I needed. The bonus is their easily accessible location and the ample parking. Giving them a five star review is a joy!
Absolutely the best firm for any size business to work with. Bobby and his staff are all very knowledgeable and very responsive to their clients needs. They stand behind their work personally and professionally. I could not ask for a better team to work for me and my business.
Robert Palmer & Associates have been performing my personal and business taxes for years. They have always been extremely helpful and provide exceptional advice. The staff has always been supportive and are always there to help. I highly recommend Robert Palmer & Associates.
My wife and I have used Robert Palmer to file our personal taxes for the past 4 years. Each year has been consistent - timely & accurate completion + excellent communication. I am a former longtime TurboTax user who honestly reached the point where I feared I would make a mistake that would cost me multiples of what I pay Robert Palmer for accuracy, maximizing deductions, and peace of mind. Highly recommend.
The entire staff is wonderful and professional. everyone was so helpful with all of our tax questions. This is the first year we have used Palmer & Associates and now I don't know what we would have done without them.
I called to set up a consultation to see if their services would align to what I needed for my personal and business taxes for next year. The phone consultation was set up for the following day at a particular time. I was told I would receive a call. I forget the ladies name that was suppose to call me. Needless to say I never received a call. I?m glad I found out early on how they do business as this is not how I do business. I will take my business and money elsewhere. ****My response to the business r
I have used Robert Palmer and Associates for years. Their staff is responsive and easy to work with. I am grateful for Robert Palmer and Associates for the help they have given me over the years with my personal returns. I would highly recommend him and his staff.
Mr. Palmer did not do my taxes himself but his employee convinced him that I was just complaining as I noticed several errors when reviewing the final product. I called and emailed with Mr. Palmer and let him know about the experience I had with his employee. Of course, I eventually starting receiving notices from IRS that there were issues with returns. I contacted Mr. Palmer and after a while he sent me a form to fill out so he could speak with IRS. I filled out form and returned promptly. He never f
I've been with Robert Palmer and Associates for 15 years, relying on their incredibly professional and responsive team to manage my business and personal taxes. They're really terrific to work with...every single one on the team!
I have been using them for a long time and they have always been professional in every part of my tax experience (personal and business). Would recommend them to anyone who is looking for quality tax and CPA work. Keep up the great work. Rick :)
I have been a Client of Robert Palmer and Associates for many years and have certainly been extremely happy with their efforts. They are professional, very knowledgeable, and easy to communicate with. I would highly recommend this company! Bill R Fort Mill, SC
At one time I lived in South Carolina and worked in North Carolina. I have used Bobby for more than 10 years. In 2011, we thought we didn?t need Bobby to do our taxes, what a big mistake. The person we used ended up messing up our tax return and we had to bring Bobby back to clean up the mess caused by another tax preparer. The second time we tried someone else a few years ago, and they told us we owed, money. We went back to Bobby and he showed us where the other tax preparer made mistakes, which would
We have been working with Robert Palmer and Associates for many years and have always received the most professional and prompt service. We wouldn't trust our business or personal taxes with anyone else.
Very professional and hard working team. They are quite knowledgeable and I trust that they are managing my business finances to the best of their abilities. On top of being accountants/tax planners, they also help with payroll and e-verify. One stop shop! Thanks Bobby, Heather, and Jolie!
We?ve been with Palmer and associates for the past three years. Professional, courteous, experienced. Help my wife and I navigate or sometimes complex tax portfolio. The guidance that they offer is greatly appreciated. Would highly recommend their services. Local to Fort Mill and Tega Cay.
Robert Palmer and Associates has been our tax preparer for over 20 years. I trust them. They are always professional and responsive.
Always a pleasure working with Robert Palmer & Associates. We've been a customer for a few years now and will continue to do so in the future. The electronic data exchange is seamless and secure.
Bobby and his team are professional, timely and responsive. They are honest and fair with their clients. If you?re looking for an accounting firm that does individual taxes, business taxes, quarterly work and monthly work, (Financial statements, bookkeeping, payroll) give them a call!
Bobby and his staff handle both my business and personal returns. Over the years, they have done a great job and they are very skilled at advising you on how to avoid unnecessary taxes as well as make wise spending decisions.
We scheduled a meeting with them to discuss our company needs. We were not informed we would be charged a "consultation fee". After the meeting they sent us a bill for over $100. For some reason I decided, if they are going to do all of the work for our company, it's not a big deal. So I ended up choosing not to fight that battle and just paid it. Little did I know going forward they would be rude, disrespectful, belittling, and horrible with follow thru. Robert and Jolie were belittling and disrespec
We have been with Robert Palmer & Associates for several years, while living local and in other states. They always make tax time painless for us and are more than happy to answer all our questions promptly. Thank you to y?all for your kind patience and knowledgeable help!
Bobby and I have been friends since college and I have entrusted him and his staff to take care of my business and personal accounting needs. They have always been helpful and professional in taking care of that and I would recommend them if you need great accounting services!
The staff at Robert Palmer & Associates are very professional, proactive, and responsive to all my requests. Would recommend them for all types of accounting services
I have been going to Robert for 10 years and he has done such a excellent job with my taxes and always explains everything in a clear and concise manner. I highly recommend him and his staff!
Bobby and his staff are stellar when it comes to detail and making sure my personal and business needs are met. When you are looking for someone to take care of the little things in addition to the biggies, they have your back.
I've been a client for several years. They provide suberb service at a great value. I switched from another CPA when I was disappointed and wish I had done so sooner.
Very professional group and great experience working with this staff. They keep my small business going throughout the year!
Always very professional and timely in handling both my state and federal tax needs and returns.
Robert Palmer was recommended to me by my daughter and I'm very satisfied with the expediency and accuracy of their work
They have always done great work and are the best in the industry when it comes to small business taxes!
This is without a doubt the best firm for complete accounting and financial services. I have done business with them for over 20 years!
Bobby and his staff provide an excellent service to me and my company. Easy to work with and very professional.
I?ve been a satisfied client for years. I have received consistent expert guidance year after year.
Their audits are off and they make a lot of mistakes get your stuff together
They will charge u so much for your tax return and will charge u 25$ To print tax return copy. Not be back next year
Couldn't ask for a better accountant!
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.