Business Details
Your Trusted Accounting Partner in Cooper City
Founded on principles of professionalism and client-centric service, Palermo & Beetz has served individuals and businesses across Florida for decades. Our team of certified public accountants and tax experts combines extensive industry experience with personalized financial guidance. We specialize in retirement planning, estate management, IRS audit representation, and comprehensive business accounting solutions. Committed to excellence, we maintain rigorous standards through continuous education and adherence to evolving tax regulations. Our focus on responsiveness ensures clients receive timely, accurate advice tailored to their unique financial goals.With decades of collective experience, we empower clients to navigate complex financial landscapes with confidence. Our services extend beyond traditional accounting, offering strategic tax planning and QuickBooks expertise to optimize business operations. We prioritize transparency in all client interactions, fostering long-term trust and satisfaction. By integrating advanced technical knowledge with personalized service, we help clients achieve financial stability and growth. Our dedication to community engagement reflects our commitment to broader societal impact beyond core accounting services.
Services
Retirement Planning
Estate Planning
Tax Preparation
Bookkeeping Services
IRS Audit Representation
QuickBooks Support
Financial Planning
Elder Care Accounting
Business Succession Planning
Tax Relief Services
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services
- Our team includes Certified Public Accountants and QuickBooks ProAdvisors
- We provide personalized financial strategies tailored to individual needs
- Our free consultation helps determine optimal service approaches
- We maintain rigorous compliance with evolving tax regulations
What people say
Expert guidance
Personalized service
Tax savings
Professional team
Reliable support
Services
Retirement Planning
Our retirement planning service evaluates your financial situation to create customized strategies for long-term security. We analyze assets, liabilities, and future goals to develop sustainable income plans. Specializing in tax-efficient retirement distributions, we help clients maximize Social Security benefits while minimizing tax liabilities through comprehensive budgeting and investment analysis.
Estate Planning
Estate planning services focus on protecting your assets and ensuring proper distribution according to your wishes. We coordinate with legal professionals to establish trusts, develop gift tax strategies, and create succession plans. Our team provides ongoing reviews to adapt to changing family dynamics and evolving tax regulations while maintaining compliance with current laws.
IRS Audit Representation
Professional IRS audit representation protects your interests during tax examinations. We handle all communications with tax authorities, develop defense strategies, and ensure proper documentation. Our experts minimize potential liabilities through proactive negotiations while maintaining compliance with tax codes. We represent clients in all audit types from correspondence audits to field examinations.
Small Business Accounting
Comprehensive accounting solutions for small businesses include financial statement preparation, payroll processing, and strategic tax planning. We implement internal controls to prevent fraud, optimize cash flow management, and provide financial forecasting. Our services extend to outsourced CFO support and business succession planning to ensure long-term operational sustainability.
QuickBooks Services
QuickBooks implementation and support services help businesses optimize their accounting operations. We provide software setup, customized chart of accounts, and staff training. Our experts troubleshoot existing systems, ensure accurate financial reporting, and integrate accounting processes with other business functions to improve overall financial management efficiency.
People
Jacqueline Palermo
Certified Public Accountant
20+ years of tax and accounting experience. Specializes in individual and business tax planning. Certified QuickBooks ProAdvisor. Active community volunteer with non-profit leadership experience. Focuses on personalized client service and strategic financial guidance.
Massimo Pulcini
Certified Public Accountant
25+ years of experience serving businesses and individuals. Former payroll tax company owner. MBA in finance with teaching experience at Nova Southeastern University. Specializes in complex tax situations and business financial strategies. Active in local government and charitable organizations.
Mary Pulcini
Certified Public Accountant
25+ years of audit and accounting experience. Former partner at national CPA firm. Expertise in financial statement audits and business consulting. Adjunct professor at Nova Southeastern University. Specializes in real estate, manufacturing, and hospitality industry accounting.
Susan Beetz
Enrolled Agent
20+ years of tax preparation and accounting experience. Specializes in individual and business tax returns. Focuses on minimizing tax liabilities through strategic planning. Active in continuing education to maintain expertise in evolving tax regulations and compliance requirements.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive business accounting including payroll, bookkeeping, financial statements, tax planning, and outsourced CFO services tailored to small business needs.
How can you help with IRS audit situations?
Our team represents clients during IRS audits, handles all communications, develops defense strategies, and works to minimize potential tax liabilities through professional negotiations.
Do you provide QuickBooks implementation support?
Yes, we offer QuickBooks setup, customization, staff training, and system optimization to ensure efficient accounting operations for growing businesses.
What estate planning services are available?
We coordinate trust creation, develop gift tax strategies, establish succession plans, and provide ongoing estate plan reviews to protect client assets.
How do you handle complex tax situations?
Our certified professionals specialize in complex tax planning, including retirement distributions, business succession, and multi-jurisdictional tax compliance solutions.
