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Find quick, expert responses to common tax and accounting questions. Get the facts you need to move forward with confidence.
Find answers to common questions about our tax strategy, accounting, and advisory services. We’re here to help you make informed decisions with confidence.
We provide tax planning, compliance, bookkeeping, and strategic advisory for individuals and businesses. Our approach is proactive, tailored, and focused on your long-term goals.
We partner with business owners, professionals, and individuals with complex finances who value expert guidance, transparency, and personal attention.
We go beyond annual filings. Our team delivers ongoing advice, clear communication, and strategies designed to minimize risk and maximize opportunity.
Contact us to schedule a consultation. We’ll discuss your needs, outline a custom plan, and guide you through every step with clarity and expertise.
Get clear answers and tailored support for your financial questions. Our team is here to help you move forward with confidence.
Get answers to common questions about our tax strategy, accounting services, and client approach. We’re here to provide transparency and peace of mind.
Becoming a Palmer ProTax client is simple. Start by completing our secure New Client Intake Form, which provides us with basic information about your tax or bookkeeping needs. Once submitted, our team reviews your details and contacts you within one business day with next steps and a link to schedule your initial consultation. After your appointment is confirmed, you’ll receive access to our secure client portal, where you can begin uploading your documents. Our goal is to make onboarding smooth, clear, and efficient so you can focus on what matters while we handle the numbers.
Before we begin preparing your taxes, you’ll need to upload all relevant financial and identification documents through the client portal. For individuals, this typically includes a government ID, Social Security numbers for all household members, last year’s tax return, W-2s, 1099s, mortgage or tuition statements, childcare expenses, charitable donation receipts, and any records related to deductions. Business owners should provide profit and loss statements, balance sheets, payroll reports, expense logs, 1099-NEC or 1099-K forms, and mileage or asset purchase records. If you’re unsure what applies, we can help determine what you need based on your situation.
Once you choose to work with Palmer ProTax, you’ll receive access to our secure portal where you can upload identification and tax documents. After your intake and uploads are complete, a tax professional reviews your materials and begins preparation. If additional information is needed, we will contact you directly. Once your return is ready, we schedule a review meeting to walk through results, answer questions, and obtain an electronic signature before filing with the IRS and any required state agencies. You’ll receive copies of your final return and ongoing access to the portal for future years.
Appointments can be scheduled anytime through our online scheduling system. Simply choose the service type—such as New Client Consultation, Tax Review, Bookkeeping Meeting, or Audit Support—then select a date and time that fits your schedule. You’ll receive an email confirmation and reminders before your appointment, along with instructions for joining virtually or attending in person if requested. If you don’t see availability that works for you, email schedule@palmerprotax.com, and our team will help coordinate a time. We aim to make meeting with us convenient, flexible, and efficient.
After logging into the client portal, navigate to the Documents section and select Upload Files. You can drag and drop files or browse from your computer or phone, then click Submit once everything is ready. We accept PDFs, scanned images, CSV, and Excel files. For best results, use a scanning app like Adobe Scan or your phone’s built-in document scanner rather than photos. Please organize files clearly and ensure pages are readable before submitting. If you have trouble uploading or locating the correct folder, contact support@palmerprotax.com and we’ll be happy to assist.
Get answers to common questions about our tax strategy, accounting services, and client approach. We’re here to provide transparency and peace of mind.
Once your documents are uploaded and your intake is complete, we begin reviewing your financial information to ensure accuracy and identify eligible deductions and credits. If we need clarification or additional information, we’ll contact you directly. After preparing your return, we schedule a review to walk through the results, answer questions, and confirm filing preferences. Once approved, we submit your return electronically and provide a copy for your records. Throughout the process, our goal is to keep everything transparent, organized, and stress-free so you always know what stage your return is in.
For most taxpayers, the federal deadline to file individual income tax returns is April 15 each year, unless it falls on a weekend or holiday. Quarterlies for those who pay estimated taxes are typically due April 15, June 15, September 15, and January 15. The deadline for extension filings is October 15. If you are a business entity, S-Corp and partnership returns are generally due March 15, while C-Corp returns follow the April 15 schedule. Texas does not require state income tax filing, but federal deadlines still apply. We recommend preparing early to avoid last-minute delays.
A tax extension gives you extra time—typically until October 15—to submit your completed return. It does not extend the time to pay your tax balance. If you expect to owe, you should submit an estimated payment when filing the extension to avoid penalties and interest. Extensions are helpful when you are missing documents such as K-1s, investment statements, or business records, or if complex circumstances need additional time for accuracy. Filing an extension is common, completely acceptable, and often the best way to ensure your return is complete and correct.
Most electronically filed returns are processed by the IRS within 7–21 days, although processing times can vary. Direct deposit is typically the fastest refund method, while mailed checks take longer. If your return includes certain credits—such as the Earned Income Credit or Additional Child Tax Credit—refunds may be held until early March due to IRS verification rules. You can track your refund at any time using the IRS Where’s My Refund tool. We monitor filed returns and assist with communication if additional action is required.
Tax returns may be delayed for several reasons, including incomplete or incorrect personal information, mismatched employer or financial reporting, missing documentation, identity verification requirements, or IRS review of certain credits or deductions. Returns involving amended filings, prior balance issues, or mailed paper submissions also take longer to process. Late-arriving statements such as corrected 1099s or K-1s can require additional review or updates. If the IRS requests more information, we will guide you through the steps needed to resolve the issue as quickly as possible.
Get answers to common questions about our tax strategy, accounting services, and client approach. We’re here to provide transparency and peace of mind.
To prepare your return accurately, you’ll need to provide identification, Social Security numbers for all household members, and any income or deduction-related documents. This typically includes W-2s from employers, 1099 forms for contract work, interest or investment income, unemployment statements, Social Security benefits, or retirement withdrawals. If you own a home, include mortgage interest statements and property tax records. If you paid tuition or student loans, provide Forms 1098-T and 1098-E. Bring receipts or summaries for childcare expenses, charitable contributions, medical costs, and any other deductible expenses. If you filed last year, include a copy of your prior tax return. If you’re unsure which items apply, we’ll help you determine what’s needed based on your situation.
For most taxpayers, the federal deadline to file individual income tax returns is April 15 each year, unless it falls on a weekend or holiday. Quarterlies for those who pay estimated taxes are typically due April 15, June 15, September 15, and January 15. The deadline for extension filings is October 15. If you are a business entity, S-Corp and partnership returns are generally due March 15, while C-Corp returns follow the April 15 schedule. Texas does not require state income tax filing, but federal deadlines still apply. We recommend preparing early to avoid last-minute delays.
A tax extension gives you extra time—typically until October 15—to submit your completed return. It does not extend the time to pay your tax balance. If you expect to owe, you should submit an estimated payment when filing the extension to avoid penalties and interest. Extensions are helpful when you are missing documents such as K-1s, investment statements, or business records, or if complex circumstances need additional time for accuracy. Filing an extension is common, completely acceptable, and often the best way to ensure your return is complete and correct.
Most electronically filed returns are processed by the IRS within 7–21 days, although processing times can vary. Direct deposit is typically the fastest refund method, while mailed checks take longer. If your return includes certain credits—such as the Earned Income Credit or Additional Child Tax Credit—refunds may be held until early March due to IRS verification rules. You can track your refund at any time using the IRS Where’s My Refund tool. We monitor filed returns and assist with communication if additional action is required.
Tax returns may be delayed for several reasons, including incomplete or incorrect personal information, mismatched employer or financial reporting, missing documentation, identity verification requirements, or IRS review of certain credits or deductions. Returns involving amended filings, prior balance issues, or mailed paper submissions also take longer to process. Late-arriving statements such as corrected 1099s or K-1s can require additional review or updates. If the IRS requests more information, we will guide you through the steps needed to resolve the issue as quickly as possible.
Contact us to schedule a discovery call. We’ll assess your needs, outline a strategy, and guide you through a seamless onboarding process.
Once your documents are uploaded and your intake is complete, we begin reviewing your financial information to ensure accuracy and identify eligible deductions and credits. If we need clarification or additional information, we’ll contact you directly. After preparing your return, we schedule a review to walk through the results, answer questions, and confirm filing preferences. Once approved, we submit your return electronically and provide a copy for your records. Throughout the process, our goal is to keep everything transparent, organized, and stress-free so you always know what stage your return is in.
For most taxpayers, the federal deadline to file individual income tax returns is April 15 each year, unless it falls on a weekend or holiday. Quarterlies for those who pay estimated taxes are typically due April 15, June 15, September 15, and January 15. The deadline for extension filings is October 15. If you are a business entity, S-Corp and partnership returns are generally due March 15, while C-Corp returns follow the April 15 schedule. Texas does not require state income tax filing, but federal deadlines still apply. We recommend preparing early to avoid last-minute delays.
A tax extension gives you extra time—typically until October 15—to submit your completed return. It does not extend the time to pay your tax balance. If you expect to owe, you should submit an estimated payment when filing the extension to avoid penalties and interest. Extensions are helpful when you are missing documents such as K-1s, investment statements, or business records, or if complex circumstances need additional time for accuracy. Filing an extension is common, completely acceptable, and often the best way to ensure your return is complete and correct.
Most electronically filed returns are processed by the IRS within 7–21 days, although processing times can vary. Direct deposit is typically the fastest refund method, while mailed checks take longer. If your return includes certain credits—such as the Earned Income Credit or Additional Child Tax Credit—refunds may be held until early March due to IRS verification rules. You can track your refund at any time using the IRS Where’s My Refund tool. We monitor filed returns and assist with communication if additional action is required.
Tax returns may be delayed for several reasons, including incomplete or incorrect personal information, mismatched employer or financial reporting, missing documentation, identity verification requirements, or IRS review of certain credits or deductions. Returns involving amended filings, prior balance issues, or mailed paper submissions also take longer to process. Late-arriving statements such as corrected 1099s or K-1s can require additional review or updates. If the IRS requests more information, we will guide you through the steps needed to resolve the issue as quickly as possible.
Contact us to schedule a discovery call. We’ll assess your needs, outline a strategy, and guide you through a seamless onboarding process.