Palmettos & Prickly Pears Tax Services

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Company Name
Palmettos & Prickly Pears Tax Services
Phone Number
843-795-6848
Location
Charleston

About

844356f9 f410 45f7 a38a 0901293cd94eTax Solutions as Bold as You

We know that taxes are deeply personal, complex, and can vary case-to-case, year-to-year.  You require a team that understands how to match your unique needs with the best tax outcome.  We offer a variety of filing and planning options designed for individuals and businesses across the USA.

Choose From Our Top Services:

Tax Preparation & Filing
Proactive Tax Membership
Advisory & Planning Services
Starts at $950Starts at $97/monthCustom quote: Typically $4,500 - $7,000

Included in each return:

  • One state tax return per return (additional states $150 each).

  • Answers to questions throughout the process.

Exclusions:

  • Back tax issues and complex situations may require a specialty quote.

  • Bookkeeping is not included with tax preparation.


Includes:

  • Unlimited emails (within reason) for discussions and general advice (excluding specific calculations).
  • Quarterly 30-minute Google Meet sessions to review your tax situation and adjust your approach.
  • Quarterly email check-ins initiated by the tax professional for accountability.

This service includes a projection for the current year, a comprehensive analysis of the taxpayer’s situation, and a meeting to discuss tailored options and strategies to reduce taxes owed. It also covers education and ongoing correspondence regarding the proposed plan and options. 

Tax planning and advisory services include a year of the tax membership package and access to our bi-weekly Tax Corral meetings.
The Tax Corral
The Tax Corral is an exclusive bi-weekly discussion addressing timely and relevant tax subjects. We offer an open floor for questions and an opportunity to be present with real-time discussions pertaining to your unique tax situation.


Who We Are

Why Palmettos & Prickly Pears?

Two spiny, yet beautiful symbols that encompass two of the main elements that make up our brand ethos.  Survivors and stand-outs against harsh environments. Defining their place and representing the unique areas where they thrive; the beaches of Charleston and the plains of Texas.

Our brand combines the rugged, adventurous spirit of the west Texas plains with the laid-back beachy vibe of the Charleston, South Carolina coast.  Two iconic lifestyles, both serving as the backdrops for some of the hardest-working, innovative business owners and go-getters out there.

We take this adventurous spirit and apply it to how we serve our clients.  We start by getting to know who they are and what drives them.  Then we work on finding creative and innovative ways to support their lofty goals.  

When challenges arise, we don't shy away from facing them head-on, taking the road less travelled and carving a path toward success.  Our experience and hard-won business instincts equip us with a deep, wide tool kit to win against the odds.  

While we are not afraid of a challenge, reactivity is not our default method.  As seasoned adventurers and outdoors-people, we always start the smart way, and that is to minimize risk by planning for the road ahead.  

We assess the risks, equip ourselves and our clients with the insight, tools and regular support they need for the journey they choose.  We remain at their side, ready with our guidance and experience, because planning ahead and being proactive means a better outcome and less risk long term.

If you are a business owner or individual making bold choices on the path to success, we are here for you with tax support from all vantage points.  If you find yourself navigating the treacherous terrain of an audit or other tax(ing) challenges, we’re here to guide you safely back to solid ground.