Business Details
18 Years
experience
Trusted Tax Preparation Services in North Palm Beach
At PLS FINANCIAL, we operate on the principle that understanding your financial situation is essential for making informed business decisions. Established in 2008, our full-service tax preparation firm serves clients in North Palm Beach, Florida, and beyond, specializing in individual and business tax solutions. Our team of experienced professionals offers e-filing, direct deposit options, and customized financial services tailored to small businesses and individuals. With 15 years of expertise, we provide payroll management, business formation guidance, IRS reporting, and bookkeeping services designed to simplify complex financial processes.Our commitment to education ensures clients receive actionable insights to optimize tax outcomes, including strategic withholding adjustments and identification of overlooked deductions. We prioritize convenience through digital tools like our TaxDome system and offer flexible drop-off, pickup, and virtual consultation options. Our mission remains to deliver straightforward accounting solutions in an increasingly complex financial landscape.
Services
Tax Preparation
Business Formation
Payroll Setup
Notary Services
Bookkeeping
Tax Drop-off & Pick-up
Sale Tax Reporting
P&L Statements
Online Consultations
IRS Reporting
Details
- Year established: 2008
Highlights and features
- We have 15 years of experience in tax preparation and financial services.
- Our team provides personalized guidance for individual and business tax needs.
- We offer e-filing and direct deposit options for faster refunds.
- Our services include strategic tax planning to maximize deductions.
- We provide IRS reporting and payroll management expertise.
What people say
Efficient tax preparation
Knowledgeable professionals
Personalized financial guidance
Quick refund processing
Convenient drop-off service
Services
Tax Preparation
Our tax preparation services cover federal, state, and local returns for individuals and businesses. We specialize in 1040, 1065, 1120, and 990 forms while ensuring compliance with current regulations. Our team identifies deductions to minimize liability and offers e-filing for faster refunds.
Business Formation
We assist with business formation through LLC creation, S corporation elections, and trust/estate structuring. Our services include preparing incorporation documents, fictitious name applications, and EIN registration to establish legally compliant business entities tailored to client needs.
Payroll Setup
Our payroll setup service handles employer ID acquisition, state registration, and employee documentation requirements. We automate payroll processes to reduce administrative burdens while ensuring accurate tax reporting and compliance with federal and state regulations for small businesses.
Notary Services
We provide notary services for personal and business documents including wills, trusts, contracts, and affidavits. Our certified professionals verify identities and witness signatures to ensure legal validity for critical financial and operational agreements.
Bookkeeping
Our bookkeeping services maintain accurate financial records through transaction tracking, account reconciliation, and financial statement preparation. We use digital tools to organize financial data and support informed decision-making for small businesses and entrepreneurs.
People
Pierre Smith
Senior Accountant
Pierre Smith, MBA, leads our accounting team with 15 years of tax expertise. He specializes in strategic financial planning and business formation, ensuring clients receive comprehensive solutions tailored to their specific needs.
Bruce Walton
Tax Preparer
Bruce Walton brings extensive experience in tax preparation and IRS compliance. He focuses on maximizing deductions while ensuring accurate filings for individual and business clients through meticulous attention to detail.
Michalea Smith
Support Staff
Michalea Smith provides essential administrative support with a focus on client communication. Her organizational skills ensure smooth operations and timely delivery of financial services to our clientele.
Kimberly Temple
Senior Tax Preparer
Kimberly Temple specializes in complex tax returns with expertise in business and individual filings. She delivers precise financial guidance to help clients navigate tax obligations and optimize financial outcomes.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation for forms 1120, 1120S, 1065, and 990, along with payroll setup, IRS reporting, and business formation services tailored to small businesses.
How do you simplify the tax preparation process?
We use e-filing technology, direct deposit options, and digital document management systems to streamline tax preparation while offering personalized guidance to maximize deductions and minimize liabilities.
What experience does your team have?
Our team has 15 years of combined experience in tax preparation, with professionals specializing in individual and business tax solutions, including strategic financial planning and IRS compliance.
What payment methods do you accept?
We accept Visa, MasterCard, American Express, and checks for tax preparation services, with options to pay fees directly from tax refunds.
How long does tax refund processing take?
E-filed returns with direct deposit typically receive refunds within 3 weeks, while paper filings may take 6-8 weeks according to IRS processing timelines.
