Business Details
40 Years
experience
Your Trusted Insurance & Tax Partner in Santa Ana
Palmer Insurance and Income Tax and Income Tax is a family-owned and operated business that has served the community for 39 years. Our primary focus is delivering exceptional customer service while providing professional and experienced agents to address insurance and income tax return needs. We offer a comprehensive range of insurance productsincluding auto, home, health, and business coveragepartnered with reputable insurance companies across California. Our certified tax preparers specialize in handling everything from simple 1040 forms to complex returns, utilizing electronic filing and direct deposit to expedite refunds as quickly as 24 hours. With decades of industry experience, we prioritize accuracy, competitive pricing, and personalized solutions to meet our clients' unique needs.Our commitment to education and transparency ensures clients make informed decisions about their policies and tax filings. We guarantee error-free tax returns and stand by our clients in resolving any IRS-related issues. Our multi-policy discounts and dedicated agent support further enhance the value we provide. Located in Santa Ana, we serve clients throughout California with bilingual services and a warm, professional atmosphere. Our team goes above and beyond to ensure client satisfaction, offering courtesy calls for due date reminders and flexible scheduling to accommodate busy lifestyles.
Services
Auto Insurance
Home Insurance
Health Insurance
Business Insurance
Tax Preparation
Details
- Year established: 1986
Highlights and features
- We have 39 years of local experience in insurance and tax services.
- Our certified tax preparers guarantee error-free returns and IRS support.
- We offer some of the lowest insurance rates in California.
- Our bilingual team provides personalized service in English and Spanish.
- We prioritize transparency with no hidden fees or obligations.
Associations and certifications
- Covered CA
What people say
Excellent service
Knowledgeable staff
No stress at all
Great communication
Best insurance plan
Services
Auto Insurance
We provide comprehensive auto insurance policies tailored to individual and commercial needs. Our coverage includes liability protection, collision coverage, and uninsured motorist benefits. With partnerships across top California insurers, we secure competitive rates for personal vehicles, work trucks, and fleet operations while ensuring compliance with state requirements.
Home Insurance
Our homeowners insurance offers dwelling protection, personal property coverage, and liability safeguards. Policies include extended replacement cost up to 150% of limits and additional living expenses during repairs. We specialize in coverage for high-risk properties and rental investments, ensuring comprehensive protection for single-family homes through large complexes.
Business Insurance
We deliver tailored business insurance solutions including general liability, commercial auto, and property coverage. Our services protect diverse industries like construction, food services, and professional offices with policies covering equipment, liability claims, and business interruption. We specialize in fleet vehicle coverage and customized plans for small to large enterprises across Southern California.
Mexican Insurance
We provide specialized insurance for drivers traveling to Mexico, including liability, physical damage, and legal assistance coverage. Our policies protect against border-specific risks like vehicle impoundment and offer repatriation services. Annual and short-term options ensure compliance with Mexican insurance requirements while safeguarding drivers and passengers during cross-border travel.
Tax Preparation
Our certified professionals handle individual and business tax returns with electronic filing options for rapid processing. Services include basic 1040 forms, schedule C for small businesses, and complex returns for rental properties and capital gains. We guarantee accuracy and provide ongoing support for IRS-related inquiries or audit representation.
Questions
What insurance products does Palmer offer?
We provide auto, home, health, business, and Mexican insurance policies, along with specialized coverage for rental properties and commercial vehicles.
Do you offer tax preparation services?
Yes, we handle simple to complex tax returns including schedules C, E, and D, with electronic filing options for fast refunds.
Are your insurance rates competitive?
As a small family-run business, we offer some of California's lowest insurance rates through partnerships with major providers.
Do you serve Spanish-speaking clients?
Yes, our bilingual team provides full support in English and Spanish for all insurance and tax services.
How quickly can I get an insurance quote?
Submit basic information online and receive a personalized quote via phone or email within 10 minutes.
What sets Palmer apart from other agencies?
Our 39-year local reputation, certified professionals, and personalized approach ensure tailored solutions and exceptional customer care.
