Palm Beach Accounting and Financial Services LLC

Palm Beach Accounting and Financial Services LLC Financial Concierge. Helping small businesses and entrepreneurs organize their financial lives. QuickBooks ProAdvisors.

Palm Beach Accounting and Financial Services provides customized financial services to entrepreneurs, individuals and small businesses. We are a Financial Concierge team and our role is to simplify and organize the financial lives of our clients. We listen to our client needs and develop personalized systems to support the unique requirements of each customer. We really get to know our clients, an

d strive to be available to them beyond normal working hours. We know that entrepreneurs are always working, and sometimes need to reach their financial management team during the evening or weekend. Our clients keep our number on speed dial, and know they can reach us quickly. We value our customer relationships, and the trust that is placed in us. Our goal is to make each customer feel as if they were our only customer. Some of our services include Quickbooks Consulting, Bookkeeping Services, Payroll Services and Payroll Taxes, Individual and Business Tax Preparation, Sales Taxes, Annual Reports and Business Taxes, Financial Reporting, Cash Flow Monitoring and Forecasting, Budgeting, Records Management, Mail Processing and more. We create value for our clients by keeping their finances organized and accessible, so they can concentrate on what they do best.

Why is the federal government looking at changes to Form 990?In short: it wants a clearer view of where certain nonprofi...
08/25/2026

Why is the federal government looking at changes to Form 990?

In short: it wants a clearer view of where certain nonprofit dollars go.

More structured information could also make it easier for the IRS to analyze filings and identify organizations or transactions that may warrant additional scrutiny.

We've prepared a comprehensive overview of these proposed changes in a recent article.

Read more here:

pbafs.com/blog/2026/7/27/potential-form-990-changes-what-we-know-and-what-remains-unclear

In April 2026, the U.S. Treasury announced that the IRS plans to revise Form 990 reporting for certain nonprofit activit...
08/18/2026

In April 2026, the U.S. Treasury announced that the IRS plans to revise Form 990 reporting for certain nonprofit activities, with a particular focus on government grants, government contracts, and fiscal sponsorship arrangements.

While new filing requirements have yet to be finalized, we're monitoring the proposed Form 990 changes and will keep you updated.

Read everything we know in our recent article:
pbafs.com/blog/2026/7/27/potential-form-990-changes-what-we-know-and-what-remains-unclear

We are excited to share that Senior Manager of Client Accounting Services, Joshua Nelson, has earned his CPA license.Jos...
08/11/2026

We are excited to share that Senior Manager of Client Accounting Services, Joshua Nelson, has earned his CPA license.

Joshua joined Palm Beach Accounting and Financial Services in 2015.

Today, he brings more than a decade of experience helping nonprofits, small businesses, family offices, and professional service organizations strengthen their accounting operations and gain greater financial clarity.

Please join us in congratulating him on this well-earned achievement.

Josh and Alexa attended Career Ready’s Achievers of Tomorrow Scholarship Breakfast today, where a remarkable group of hi...
07/25/2026

Josh and Alexa attended Career Ready’s Achievers of Tomorrow Scholarship Breakfast today, where a remarkable group of high school graduates received scholarship support as they embark on their next chapters: college!

Last month, Silvia joined the EJS Project's 2026 Teen Career Conference as a panelist.The room was filled with students ...
05/27/2026

Last month, Silvia joined the EJS Project's 2026 Teen Career Conference as a panelist.

The room was filled with students asking thoughtful, practical questions about their next steps, and Silvia focused on practical pathways into the industry, like bookkeeping and entry-level accounting roles, that can help them earn, learn, and build a future right out of school.

The questions from these young people were sharp and sincere, a reminder that when the right guidance meets real ambition, great things can follow. We're proud to support moments like these in our Palm Beach community.

Silvia was proud to attend the Milagro Center’s 2026 Gala, Roaring Through the ’20s, an evening in celebration of an org...
05/25/2026

Silvia was proud to attend the Milagro Center’s 2026 Gala, Roaring Through the ’20s, an evening in celebration of an organization she has proudly supported for many years.

Milagro Center’s mission to give underserved children the opportunity to succeed through academic support, mentoring, arts education, and values-based programs continues to make a meaningful impact in our community. Their work helps students build confidence, develop important life skills, and create a stronger path toward the future.

The evening was a wonderful celebration of that mission, bringing together supporters who believe in investing in the next generation and the families Milagro Center serves every day.

We’re grateful to support an organization doing such important work in our community!

Nearly 180 guests stepped back in time as our venue transformed int...

National Accounting Day reminds us that for business leaders, a strong accountant and informed financial advisor is an e...
05/19/2026

National Accounting Day reminds us that for business leaders, a strong accountant and informed financial advisor is an essential partner.

At PBAFS, we’re grateful for the trust our clients place in us. 💚

As a CPA-led firm, we understand the responsibility this title carries. The rigorous testing, ongoing learning, and ethical standards associated with this license ensure our clients feel confident that they're receiving informed and reliable advice from a team of qualified professionals.

Whether we’re streamlining operations, enhancing financial clarity, or supporting long-term growth, we’re proud to be part of your team.

Tax season may be over, but there’s still one smart step you can take to help protect your tax account year-round: setti...
05/14/2026

Tax season may be over, but there’s still one smart step you can take to help protect your tax account year-round: setting up an IRS Identity Protection PIN (IP PIN).

While IP PINs were historically only provided if a tax filer had experienced identity theft, this security measure is now being touted as a preventative best practice for many tax payers.

In our latest article, we break down:
• What an IP PIN is
• Why it matters
• How to set one up through the IRS
• What to know before next filing season

Read the full article to see why an IP PIN can be a smart move for you, your business, and your family.

And one more thing -- send this post to a business owner you know so they can have peace of mind, too.

Read it at pbafs.com.

When beneficiary designations are missing or outdated, your assets may be guided by state law — not your intentions.That...
02/25/2026

When beneficiary designations are missing or outdated, your assets may be guided by state law — not your intentions.

That can mean probate, court involvement, and outcomes that don’t reflect your wishes.

A clear, well-maintained estate plan keeps your financial legacy on course. Learn how to avoid common missteps in our latest article:

https://www.pbafs.com/blog/2026/1/25/are-your-beneficiaries-up-to-date

One of the simplest ways to protect your legacy? Naming and updating your beneficiaries.Without clear designations, your...
02/17/2026

One of the simplest ways to protect your legacy? Naming and updating your beneficiaries.

Without clear designations, your assets may end up tied up in probate or divided by state law, instead of your wishes.

A thoughtful estate plan ensures everything flows smoothly, just as you intended. Learn more in our recent article:

https://www.pbafs.com/blog/2026/1/25/are-your-beneficiaries-up-to-date

Address

235 S County Road, Ste 201
Palm Beach, FL
33480

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(561) 629-5389

Alerts

Be the first to know and let us send you an email when Palm Beach Accounting and Financial Services LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Palm Beach Accounting and Financial Services LLC:

Shortcuts

Share

Category