Tax Implications to Estate Plans

Karen Ross has taken over my accounting last year. I had two prior accountants and she was able to unravel the mysteries in my entries, properly advise me on many courses of action affecting my business, and maximize my profits. If you need service, experience, someone who listens, and savings, you do not need to continue searching.

I have had pleasure of working with Palermo, Landsman & Ross for multiple clients of my firm. With each client, they have exhibited nothing less than perfection with their client contact, attention to detail, best efforts to resolve issues and place our clients in the best position possible for their situations, and have done it all with a friendly tone and a reasonable price. These guys truly are top-notch. Don’t even hesitate to hire them if they’re on your short list. And if they’re not, they should be.

By far the most professional and personal firm I’ve ever worked with. They work with my professional referrals as well as my own personal and corporate planning. Karen Ross is the ultimate professional and a truly impressive family person, which is ultimately the best measure of an individual.

I cannot say enough about Joel Bruno. Everyone told me that after selling my house I was going to have to pay $12,000 in taxes. That’s what my former firm said. Well I switched to Joel and I ended up having to pay $1610. That’s certainly a lot different! Thank you, Joel. And the service was quick and easy.

Having had the privilege of witnessing their exceptional professionalism and commitment firsthand, I wholeheartedly endorse Palermo Landsman and Ross as an ideal partner for any organization that values dedication, integrity, and a shared vision for a stronger community. Their contributions have been invaluable to Children’s Harbor, and I have no doubt they will continue to make a lasting difference in the lives of those they serve.

Their expertise in both corporate and personal tax returns is truly commendable. Not only do they provide thorough consultations, but their attention to detail ensures every aspect of our taxes is handled accurately and efficiently. They are responsive, clear, and patient, ensuring all our questions are answered promptly and comprehensively. Their dedication to excellent customer service sets them apart.

After being with the same tax person for over 20 years, I came to PLR for a review & so glad I did. Not only did I find many more opportunities that were previously missed, I am thrilled with the level of service for my second new company. If you have the ability, call them. Honest & experienced.