THE PLANNING AGENCY
50 Years of Undefeated Success
Palm Beach Tax Group, Inc
Established in Palm Beach in 1970.
100+
Proactive PBTG Tax Plans Delivered
50+
Years of experience
$5m+
Tax savings our clients can reinvest
100+
Experts in our network to help maximize planning
With over 50 years of experience, we specialize in a proactive approach to tax and financial planning for businesses and families.
We have a team of Enrolled Agents and Trusted Alliances that take pride in providing outstanding customer service and satisfied results.
Our tax and financial planning philosophy originates from listening to our client’s unique concerns and wishes.
Using custom and core tax planning strategies with exclusive planning products, our tax and financial plans provide protection for you to have the confidence to maintain the lifestyle you deserve now and into retirement.
Feel confident with a team of Enrolled Agents and Financial Planning Specialists who will communicate solutions and strategies to help minimize your taxes and increase your assets.
Contact us for your free strategy session today!
**When We Build You a Proactive Tax Plan, We Guarantee to Save You 2x Our Fee.**
CALL 561-655-5777 OR CONTACT US TO START YOUR PLAN TODAY!
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Mission
At Palm Beach Tax Group, Inc., our mission is to provide exceptional customer service and minimize your tax liability to the fullest extent allowed by IRS regulations. We strive for the highest degree of client confidentiality in our integrity, expertise and reliability by educating and advising our clients of solutions to maximize tax dollar savings now and in the future.Results
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.Reliable
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
“She was always a guiding force in my life,” Roland Manuel said. “When I was growing up, she made sure I went to church. When I got older, she made sure I went to college.”
And, even before he graduated from college, his grandmother hired him to work in her Palm Beach accounting and tax business.
“She’s my mentor and business partner and although we don’t agree on everything, sometimes we agree to disagree, we get along very well,” he said. “Our methods may be different at times. She’s from the old school, and I’m from the new technology era.”
Early 2014, Anita Manuel passed the torch to her grandson, promoting to him president and chief operation officer of Palm Beach Tax Group, Inc. while she stays on as a director and handles work for her longtime clients.
“She wants to be able to travel,” the new CEO said. He has worked at the firm since 2001. His grandmother has worked at Palm Beach Tax Group Inc., which began in 1968, for 34 years and has been president since 1983.
The business, with clients from all over the world, handles tax representation, tax preparation, tax planning, tax defense, tax resolution, payroll services and QuickBooks, he said. “We are in the business of building relationships.”
The Manuels are Enrolled Agents, “we are federally authorized tax practitioners, but we don’t work for the IRS,” he said. “Our specialty is in tax matters.”
Born and raised in West Palm Beach, he graduated from Palm Beach Lakes High School.
Growing up, he said, his ambition was to become an architect or a lawyer. But once he got to college and began working with his grandmother, his focus changed to business, specifically a tax and accounting firm. Today, he said, he’s right where he wants to be.