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About Us

About Our Firm

For years, Karen R. Palm, CPA has been providing quality, personalized financial guidance to local individuals, businesse, trusts and estates. Our expertise ranges from tax preparation  to more in-depth services such as tax planning, Roth conversion and retirement financial planning.

Karen R. Palm, CPA is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Karen R. Palm, CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Karen R. Palm, CPA receive competent and timely advice.

Karen R. Palm, CPA, CFP, CMA