What are the opening hours?

Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Robert Palmer and Associates, LLC

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United States
Fort Mill, SC
Robert Palmer and Associates, LLC

Providing analysis & insight into your numbers, we guide you to make sound, healthy financial decisions & help you mitigating your tax burden.

Robert Palmer & Associates is a full service accounting firm for small business clients. They offer small business consultation, bookkeeping, tax and payroll services. RPA works closely with financial planning providers, attorneys who specialize in small business management, and insurance providers. They are a "one-stop shop" for the small business entrepreneur with experience in business plan dev

elopment, cost accounting, GAAP, not-for-profit accounting, personal and business tax preparation, budgeting, cash flow management and commonly used financial systems. Robert Palmer and Associates is set apart not only by their CPA certification (NC, SC) and vast expertise, but also by the personal attention they give their clients. For more information, visit http://www.robertpalmerandassociates.com

07/21/2026

🚀 Ready to take your business digital?

Going digital isn’t optional anymore—it’s essential for growth, efficiency, and staying competitive. Whether you run a service-based biz, retail store, or restaurant, small changes can make a big impact.

✅ Automate appointment scheduling
✅ Use online portals for forms, invoices & updates
✅ Add AI chatbots to handle FAQs + bookings
✅ Offer virtual consultations
✅ Level up your marketing with SEO + reviews
✅ Accept online payments + automate billing

📲 Digital businesses save time, reduce errors, and give customers a better experience—all while freeing up your team to focus on what really matters.

Not sure where to start? Begin with one small win. Automate your scheduling. Go paperless. Talk to a pro about streamlining payroll and accounting.
2026 is the year to go digital—and we’re here to help you get there. 💡

07/16/2026

💰 How much should you contribute to your 401(k)?

The right amount depends on your age, retirement goals, income, and overall financial situation—but here are a few guidelines to consider:

✔️ At a minimum, contribute enough to receive your full employer match. It's one of the best ways to maximize your retirement savings.
✔️ If your budget allows, consider contributing more. Traditional 401(k) contributions are generally made with pre-tax dollars, allowing your investments to grow tax-deferred until retirement.
✔️ If you're earlier in your career, time is on your side, and consistent contributions can benefit from years of potential growth.
✔️ As retirement gets closer, you may want to increase your savings rate and, if you're eligible, take advantage of catch-up contributions.

The key is to create a savings strategy that fits your stage of life and keeps you moving toward your retirement goals.

Looking for guidance? Let's chat. We'd be happy to help you build a retirement strategy that's right for you.

07/14/2026

🚀 Big Success Often Starts with a Niche

Many successful businesses don't try to serve everyone—they focus on solving a specific problem for a specific audience first.

Why? Because a niche can help you:
✅ Stand out from the competition
✅ Build stronger customer loyalty
✅ Command higher value
✅ Refine your products or services
✅ Create a foundation for sustainable growth

As your business grows, having the right financial strategy becomes just as important as having the right business strategy. From choosing the right entity structure to tax planning and long-term growth, thoughtful planning can make all the difference.

📩 Looking for guidance? Let's chat. We're here to help you build a business that's positioned for long-term success.

07/10/2026

💡 Did you know the Roth IRA "five-year rule" isn't just one rule?

There are actually multiple five-year rules that can impact when you can withdraw your money tax-free and whether penalties may apply.

Here are a few key things to know:
✔️ Your original Roth IRA contributions can generally be withdrawn at any time without taxes or penalties.
✔️ Investment earnings have different rules and may need to meet certain requirements before they're tax-free.
✔️ Each Roth conversion has its own five-year holding period, so timing matters.

Understanding how these rules work can help you avoid unexpected taxes and make more informed retirement planning decisions.

Looking for guidance? Let's chat. We'd be happy to help you better understand your retirement strategy and answer your questions.

07/08/2026

📊 Mid-Year Review: 3 Steps to Recharge Your Business Strategy

Hard to believe, but we’re already halfway through the year! Now’s the time to pause, reflect, and realign. A quick, focused review can spark new energy and clarity for the months ahead.

✅ 1. Celebrate your wins
Revenue growth, new clients, successful launches, team milestones — take a moment to recognize what’s working and why.

🛠️ 2. Tackle your challenges
What’s underperforming? Are rising costs, turnover, or service issues holding you back? Honest assessment leads to better decisions.

🎯 3. Refocus and recommit
Set clear goals, revise your strategy, and prioritize what will truly move the needle in the second half of the year.

This isn’t just a check-in — it’s a launchpad for stronger results. Let’s finish the year with purpose and momentum! 🚀

📞 Need help making sense of the numbers or refining your strategy? Contact our firm — we’re here to help.

07/06/2026

🌎 Working Abroad? You May Qualify for Valuable Tax Benefits. 🌍💼✈️

If you're a U.S. citizen living and working overseas, you may be eligible for the Foreign Earned Income Exclusion (FEIE) and a deduction for certain foreign housing expenses.

For 2026, the IRS increased:
✅ Foreign Earned Income Exclusion to $132,900
✅ Base Foreign Housing Deduction to $21,264 (higher limits may apply in certain high-cost locations)

To qualify, you must meet specific IRS residency and income requirements, and the rules can be complex.

If you're working internationally—or planning to—it's important to understand your options and ensure you're taking advantage of every tax benefit available.

Contact our team to discuss your situation and determine whether you qualify.

07/03/2026

🎆 Happy Independence Day! 🇺🇸 Wishing everyone a fantastic holiday filled with joy, fireworks, and celebration! Enjoy the festivities! 🎉

07/01/2026

Hello, July! As we kick off a new month, let’s commit to the habits that drive real progress. Show up. Stay focused. Make July count. 🚀

💬 "Success doesn’t come from what you do occasionally. It comes from what you do consistently." – Marie Forleo

06/24/2026

☀️ Summer is the perfect time for small business owners to reset, refocus, and make sure your business is working for you—not the other way around. 💼🌴

A few ways to stay on track this season:

☑️ Revisit your goals and priorities.
☑️ Streamline tasks that are taking up too much time.
☑️ Make space for rest so you can avoid burnout.
☑️ Check in on your numbers and plan ahead.
☑️ Stay intentional about how you spend your energy. ✨

Ready to lighten your load? Our team is here to help!

06/21/2026

👔💙 Happy Father's Day! 💙👔

Today, we celebrate all the incredible dads, grandfathers, uncles, mentors, and father figures who make a difference every day through their strength, guidance, support, and love.

Thank you for the example you set, the lessons you share, and the impact you make on the lives of those around you. We hope you enjoy a day filled with family, laughter, and appreciation. 🎉

Address

1201 Carolina Place Drive Ste 103
Fort Mill, SC
29708

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

(803) 547-7066

Website

http://www.robertpalmerandassociates.com/

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