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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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Fort Mill, SC
Robert Palmer and Associates, LLC

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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 development, 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

10/27/2026

🎃 What's scarier than Halloween?

Realizing there are only 65 days left in the year and you haven't talked with an experienced tax advisor about year-end planning! 😱

For business owners, waiting until tax season to think about taxes can mean missing valuable opportunities to reduce your tax liability and make strategic financial decisions before December 31.

The good news? There's still time to be proactive!

Not sure where to start? Here are a few key areas worth reviewing with an advisor before year-end:

✅ Tax-saving opportunities: Are there deductions, credits, or other strategies your business should consider before December 31?

✅ Business expenses and investments: Could the timing of equipment purchases or other expenses impact your tax situation?

✅ Retirement contributions: Are you taking advantage of available retirement savings opportunities?

✅ Estimated tax payments: Are you on track, or could an unexpected tax bill be waiting for you?

👻 Don't let tax surprises sneak up on you!

The best time to plan for tax season is before the year ends, while you still have options to make a difference.

Ready to get ahead?

Contact our team to schedule a year-end tax planning conversation and head into 2027 with a plan, not a surprise!

10/22/2026

💚 Give Generously. Give Strategically. Make Your Giving Count!

As we approach the end of 2026, charitable giving may be on your mind. But did you know that how you give can be just as important as how much you give?

Here are a few tax-smart strategies worth considering:

✅ Donate appreciated assets. Giving eligible stocks or other appreciated investments directly to charity may help you avoid capital gains taxes.

✅ Consider bunching donations. Combining multiple years of charitable contributions into one tax year may help maximize your itemized deductions.

✅ Explore qualified charitable distributions (QCDs). If you're 70½ or older, donating directly from an eligible IRA may offer tax advantages.

✅ Understand the new 2026 rules. Changes to charitable giving deductions could affect your year-end tax strategy.

❤️ Supporting the causes you care about is rewarding. Making informed decisions about your giving can make an even greater impact!

📞 Thinking about making a charitable contribution before year-end? Contact our team to discuss tax-smart giving strategies that align with your financial goals.

10/19/2026

📊 Running your business is a full-time job. Managing the books doesn't have to be.

Partnering with an experienced accounting firm gives you access to the financial insight and strategic guidance you need without the expense of building an in-house accounting department.

Our outsourced accounting solutions can help you:
📈 Improve cash flow
📚 Maintain accurate bookkeeping and financial reporting
💰 Develop proactive tax strategies
💼 Access CFO-level guidance and business advisory services
🤝 Gain year-round financial support

Spend less time managing your books and more time growing your business!
📞 Contact our team today to learn how outsourced accounting can help your business thrive.

10/16/2026

💡 Bookkeeping Tip: Are You Recording Your Business Loan Payments Correctly?

When you make a payment on a business loan, equipment loan, or vehicle loan, the entire payment isn't necessarily a business expense!

Here's an important distinction:

✅ Principal payments reduce the outstanding loan balance on your balance sheet.

✅ Interest payments are generally recorded as an expense on your income statement.

Why does this matter?

Recording the entire payment as an expense can make your business appear less profitable than it actually is. It can also lead to inaccurate financial statements and make it harder to understand your true financial position.

📊 Accurate bookkeeping isn't just about keeping your records organized. It's about having reliable financial information to make confident business decisions.

Not sure if your loan payments are being recorded correctly?
📣Our team can help you review your books and make sure everything is properly categorized.

10/14/2026

👀 Your accountant knows things.

Like how much you spent on office supplies last year. How many software subscriptions you're still paying for. And whether that "business lunch" was actually business-related. 😉🍽️

We see the numbers. We ask the questions. And yes, sometimes we raise an eyebrow. 🤨

But here's the thing: We're not here to judge your spending. We're here to help you make smarter decisions with your money.

📊 Because behind every number is a story, and understanding that story is how we help you plan for what's next.

We've seen it all (well, almost 😉). Whatever your numbers look like, we're here to help you make sense of them.

💬 Let's talk! Your numbers have a story to tell, and we'd love to help you write the next chapter.

10/13/2026

🎉 Happy October Birthday to Robert Palmer & Associates' Client Manager, Heather! 🎂

This month, we're celebrating Heather and all that she brings to our team! We appreciate her dedication, hard work, and the care she puts into supporting our clients.

Please join us in wishing Heather a wonderful birthday and a fantastic year ahead! 🥳🎈

10/12/2026

Could saying NO to the wrong customer actually help your business grow? 🤔

As a small business owner, it's tempting to say yes to every new opportunity. After all, more customers should mean more revenue, right?

Not necessarily.

Sometimes, the wrong customers can cost your business more than they bring in. They may demand extra time, stretch your resources, disrupt your processes, or distract your team from serving your best customers.

Before taking on your next customer or project, ask yourself:

✅ Is it a good fit? Does the work align with your business's strengths and services?

✅ Do we have the capacity? Can we deliver quality work without overextending our team?

✅ Will it be profitable? Does the potential revenue justify the time and resources required?

✅ Does it support our goals? Will this opportunity help move our business in the right direction?

Here's the takeaway: Sustainable growth isn't just about bringing in more customers. It's about attracting the rightcustomers, protecting your resources, and making smart decisions that support long-term success.

That's where having a trusted business advisor can make a difference.

We help small business owners look beyond the numbers to evaluate profitability, improve financial decision-making, and plan for sustainable growth.

📞 Ready to make more strategic decisions for your business? Contact our firm to learn how our business advisory services can help you move forward with confidence.

10/08/2026

It's hard to believe but the clock is ticking on 2026 tax planning. Is your business ready?

We're officially in the final quarter of the year, but there's still time to make smart financial decisions that could help reduce your business's tax liability.

Here are five things every business owner should be thinking about before December 31:

✅ Review your financials. Know where your business stands and what your year-end income might look like.

✅ Check your estimated tax payments. Make sure you're on track and avoid unnecessary surprises.

✅ Think strategically about major purchases. Timing equipment purchases and other investments could make a difference in your tax situation.

✅ Evaluate retirement contributions. Explore opportunities to save for the future while potentially reducing your taxable income.

✅ Plan for what's next. Hiring, expanding or making a major business change? Understand the tax implications before making your move.

💡 Remember, effective tax planning happens BEFORE the year ends, not when it's time to file your return.

Our team helps business owners look beyond tax preparation to make informed financial decisions, identify tax-saving opportunities and plan confidently for what's ahead.

📞 Ready to make the most of the remainder of 2026? Let's talk!

10/06/2026

Happy Tuesday, small business owners! ☕️

Today’s to-do list:

✅ Drink coffee
✅ Check the numbers
✅ Answer the emails
✅ Run the business
✅ Wonder how it’s already October
😳 Realize that year-end is less than three months away

If that last one caught you off guard, consider this your friendly reminder that now is a great time to start thinking about year-end tax planning.

A little planning in October can mean a lot less scrambling in December. 😉

Not sure where to start? Contact our team. We can help you review where things stand, identify planning opportunities and head into year-end with a plan.

10/02/2026

Hello, October! 🍂

The final quarter of 2026 is officially here, making this a great time to check in on your finances and make sure you're positioned well for year-end.

For both business owners and individuals, a little planning now can make the next few months and tax season a whole lot smoother.

Review where you stand, identify opportunities and take care of anything that shouldn't wait until December.

Ready to make the most of Q4? Contact the Summersgill CPA team to schedule a year-end planning conversation.

Here’s to a strong finish to 2026!

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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