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Specialties
Accounting & Tax Preparation, Business Management, Retirement Planning, IRA Rollover and Life Insurance.
Palomar Tax & Business Management, Inc. is a full-service accounting firm serving clients throughout the San Marcos, California area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
History
Established in 1984.
For years, Palomar Tax & Business Management, Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Palomar Tax & Business Management, Inc.‘s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Meet the Business Owner
Larry L.
Business Owner
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, thorough research, and sound analysis. Palomar Tax & Business Management, Inc. is dedicated to meeting these goals with high standards of excellence and professionalism.