Palm Beach Tax Group, Inc was established in Palm Beach in 1970.

Our firms tax and financial planning  philosophy originates from listening to our clients' unique concerns and wishes. 

Using patented strategies and exclusive products, our plans provide protection for you to have the confidence to maintain the lifestyle you deserve in retirement. Our team of Enrolled Agents and Financial Planning Specialists make every effort to communicate solutions and strategies to help minimize  tax and increase assets. 


Focusing on your individual needs and always treating you as a client who matters. 


Find out about our organization, mission, methods, and relationships.

Find out what it is like to have a responsive team at your fingertips.