Your Questions, Answered

  • We offer a range of solutions designed to meet your needs—whether you're just getting started or scaling something bigger. We’ve done individual and small-business tax returns, cost segregation studies for commercial and rental real-estate, and monthly bookkeeping. Beyond that, we’ve taken on a number of advisory projects so please reach out to us if you don’t see what you need. If we can’t do it, we can refer you to someone who can.

  • We intentionally keep our client list small so we can provided the trusted, customized service we are known for. We will begin booking engagements for our 2027 tax season in Fall of 2026.

    Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

  • We combine a thoughtful, human-centered approach with clear communication and reliable results.

    It’s not just what we do—it’s how we do it that sets us apart. Every service we provide we have done for ourselves (we’re small business owners too!) or our friends and family. You can trust that we’ve been where you are, and we’ll be with you every step of the way.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

    E-mail: info@palumbofinancialservices.com

    You can also find us on LinkedIn and Instagram

  • We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.

  • Hiring an accountant delivers concrete benefits that save time, reduce stress, and improve your financial outcomes.

    Knowing a qualified professional oversees your finances reduces stress and gives confidence that your financial affairs are handled correctly.

    If you’re spending significant time on bookkeeping, missing tax deadlines, receiving notices from tax authorities, or planning to grow, it’s a strong signal to engage an accountant.

    Hiring an accountant is an investment that typically pays for itself through tax savings, time recovered, better decisions, and protection against financial risk.

    We can assess your needs and recommend the right level of accounting support.

  • Short answer: AI can handle many accounting tasks, but it cannot fully replace the human judgment, strategic advice, and client-specific tailoring that a professional accounting firm provides.

    What to expect when you work with us

    • Faster, more accurate routine processes thanks to AI tools.

    • Human-reviewed reports and strategic recommendations tailored to your goals.

    • Professional accountability: licensed professionals signing reports, providing tax advice, and communicating with authorities on your behalf.

    • A focus on outcomes: how numbers affect decisions, cash flow, and growth—not just delivering reports.

    Bottom line: AI is a powerful tool for accounting, but it complements rather than replaces the professional judgment, responsibility, and client-facing skills of an accounting firm.

  • Welcome to the SMS text messaging program of Palumbo Financial Services.

    Please review these Terms and Conditions carefully. By opting into our text messaging service, you agree to be bound by these terms, as well as our standard privacy policy guidelines.

    1. Program Description & Purpose Palumbo Financial Services utilizes SMS text messaging to communicate with clients regarding active accounting, tax, and financial engagements. Messages may include, but are not limited to:

    • Tax deadline updates and filing reminders

    • Missing document requests or information clarifications

    • Appointment confirmations, modifications, and reminders

    • General accounting client alerts and processing updates

    2. Opting In (START Command) You consent to receive SMS text messages from us by providing your mobile phone number through online enrollment forms, onboarding checklists, signed engagement letters, or by explicitly text-initiating a conversation.

    Consent to receive automated or manual marketing text messages is not required as a condition of purchasing any services. Mobile Opt-in information will not be shared.

    3. Message Frequency Message frequency varies based on your active engagement with our firm, the complexity of your financial filings, and upcoming regulatory tax deadlines. Messages are typically concentrated during peak accounting cycles (e.g., quarterly and annual tax seasons).

    4. Cost, Fees, and Carriers Message and data rates may apply. Palumbo Financial Services does not charge a fee for our text messaging service; however, your wireless service provider may impose standard messaging or data usage charges based on your specific mobile plan. Participating wireless carriers are not liable for delayed or undelivered messages.

    5. How to Opt Out (STOP Command) You may cancel the SMS service at any time. To stop receiving text messages from Palumbo Financial Services, reply STOP to any message you receive from us. After texting STOP, you will receive one final text message confirming that you have been unsubscribed. Following that confirmation, you will no longer receive SMS messages from us unless you explicitly opt back in.

    6. How to Get Help (HELP Command) If you are experiencing issues with the messaging program or need technical assistance, you can reply with the keyword HELP to any message, or reach out directly via our primary office contact channels listed below.

    Important Security Notice: Palumbo Financial Services will never use SMS to request sensitive credentials, such as full Social Security Numbers, bank passwords, or online login credentials. Please use our secure client portal to upload any sensitive financial documentation.

    7. Contact Information For questions or updates regarding your messaging preferences, please contact our administrative team:

    Email: info@palumbofinancialservices.com Phone: (910) 240-2622