Taxes done the right way!

Palm Tree Consulting provides tax preparation and consulting services to individuals and small businesses in all 50 states.

We can help you navigate everyday financial decisions and make the best choices for you and your family.

OUR VALUES

CONFIDENTIALITY

We will protect your data and personal information as if it were our own and won’t discuss it with anyone unless you give us permission to do so.

INTEGRITY

We will deliver your service with the utmost honesty.  We will not suggest strategies unless they adhere to current laws, regulations, and guidance.

FAIR PRICING

You have many choices when it comes to a financial professional.  We strive to provide reasonably-priced services without hidden fees and charges.

ACCURACY

Your tax return or service will be prepared accurately based on information provided by you or we will correct it at no additional cost to you, guaranteed.

COMMUNITY OUTREACH

Palm Tree Consulting is committed to helping reduce food insecurity in the Greater Kansas City area.

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EDUCATION

We want to empower you to be more confident in your financial decisions.  Never hesitate to ask us to explain something you don’t understand!