Call Now
Website
Call
Business Details
18 Years
experience
Expert Tax Preparation in North Palm Beach
At PLS FINANCIAL, we operate on the belief that understanding your financial position is essential for making informed business decisions. As a full-service tax preparation firm based in North Palm Beach, Florida, we specialize in simplifying tax solutions for individuals and businesses. Our expertise includes individual and business tax preparation, offering e-File and direct deposit options, and ensuring tax returns are processed efficiently. We provide payroll setup, business formation, bookkeeping, IRS reporting, and grants assistance tailored to small businesses and individuals.

With 15 years of experience, our team prioritizes client education and accurate filings. Our services extend to notary services, sales tax reporting, and financial consultations. We emphasize convenience through options like tax drop-off and pick-up, online consultations, and remote tax document submission via TaxDome. By leveraging automation and thorough review processes, we help clients maximize deductions, adjust payroll withholding, and minimize tax liabilities. Our commitment to personalized service ensures clients receive practical solutions in a complex financial landscape.
Services
Individual Tax Preparation Business Tax Preparation Business Formation Payroll Setup Notary Services Sales Tax Reporting Bookkeeping Tax Drop-off/Pick-up Online Consultations Reporting Agent
Details
  • Year established: 2008
Highlights and features
  • 15 years of experience in tax preparation and financial services.
  • Specialized expertise in individual and business tax return preparation.
  • Offer e-File options for faster IRS processing and refunds.
  • Provide payroll setup and business formation assistance.
  • Commit to client education and maximizing tax deductions.
Services
Individual Tax Preparation
Handling federal and state tax returns for individuals, including amendments and trust returns. Our experts ensure accurate filings, identify deductions, and provide electronic filing for faster refunds. We guide clients in adjusting payroll withholding to optimize take-home pay.
Business Tax Preparation
Preparing business tax forms like 1120, 1065, and 990. Our services ensure compliance, optimize tax benefits for corporations and non-profits, and utilize e-filing for efficiency. We also help reduce future liabilities through strategic planning.
Business Formation
Assisting in establishing LLCs, corporations, and trusts. We provide guidance on structural benefits, handle documentation for EIN applications, and ensure state registration compliance, helping businesses start smoothly and legally.
Payroll Setup
Streamlining payroll processes with automation tools. We assist in setting up employer IDs, managing employee documentation, and ensuring compliance reporting to save businesses time and reduce errors.
Notary Services
Offering in-person notarization for contracts, wills, and affidavits. We ensure legal compliance and authenticity, providing a reliable service for personal and business document verification.
Questions
What services does PLS FINANCIAL offer?
We offer tax preparation, bookkeeping, business formation, payroll setup, notary services, and sales tax reporting for individuals and small businesses.
How can I schedule a tax consultation?
Schedule a free consultation online via our 'Schedule Consultation' button or request a callback through our website.
Do you provide electronic filing options?
Yes, we offer e-File services to ensure faster IRS processing and quicker refund disbursements for individual and business returns.
What areas do you serve?
Based in North Palm Beach, Florida, we serve local clients and those who can submit documents remotely via TaxDome or mail.
How long does a tax refund take?
E-filed returns with direct deposit typically process in 3 weeks; mailed returns may take 6-8 weeks according to IRS guidelines.
Can I drop off my tax documents?
Yes, we offer secure drop-off and pick-up services with a verification form to streamline the tax preparation process.