Palmer Insurance & Income Tax

Palmer Insurance & Income Tax CALL, EMAIL, OR COME IN FOR A FREE QUOTE TODAY. Welcome to Palmer Insurance & Income Tax!

We are a financial services business here to help with all of your Insurance, Income Tax, and Notary Public needs.

04/21/2025
04/15/2025

It's April 15th! give us a call for your free extension if you have not had a chance to file. 714-835-0840

03/03/2025

At the moment it seems we are having telephone issues. if you need to get a hold of us please text us @ 714-835-0840 or shoot us an email [email protected]

WE ARE MOVING!! We look forward to seeing you at our new location across from the Main Place Mall.
12/30/2024

WE ARE MOVING!! We look forward to seeing you at our new location across from the Main Place Mall.

Winner winner!!!! Our first winner from our tax season raffel. Congratulations!
04/26/2023

Winner winner!!!! Our first winner from our tax season raffel. Congratulations!

If you are checking the status of your refund and you get the message above, don’t panic.  This is what is being called ...
02/09/2023

If you are checking the status of your refund and you get the message above, don’t panic. This is what is being called the PATH Act message. All this means is that you are receiving either the Additional Child Tax Credit Or the Earned Income Credit. Under The PATH Act the IRS will not begin to send those refunds out till 7-21 days from the 15th of February. So just try and be patient as your refund will be here soon. If march 9th passes and you still do not have your refund you can call the IRS @ 1-800-829-1040 and ask for clarification on the delay.

Difference between Traditional and Roth IRA'sA traditional IRA and a Roth IRA are two types of retirement accounts that ...
02/07/2023

Difference between Traditional and Roth IRA's

A traditional IRA and a Roth IRA are two types of retirement accounts that offer different tax benefits. A traditional IRA allows you to make pre-tax contributions, meaning you can deduct your contr…

A traditional IRA and a Roth IRA are two types of retirement accounts that offer different tax benefits. A traditional IRA allows you to make pre-tax contributions, meaning you can deduct your contributions from your taxable income. This reduces your taxable income and can result in a lower tax bill...

Today we discus understanding tax deductions,  a quick but important read.
02/05/2023

Today we discus understanding tax deductions, a quick but important read.

Tax deductions can be a confusing and intimidating topic for many people. However, understanding the basics of tax deductions can help you save money and maximize your tax return. Here are some tips to help you understand tax deductions:

You know your doing something right when everyone is here to file there taxes Palmer Insurance & Income Tax
02/04/2023

You know your doing something right when everyone is here to file there taxes Palmer Insurance & Income Tax

opportunity credit Breakdown | Palmer Insurance & Income TaxThe American Opportunity Credit is a tax credit designed to ...
02/04/2023

opportunity credit Breakdown | Palmer Insurance & Income Tax

The American Opportunity Credit is a tax credit designed to help students and their families pay for college. It is available to those who are enrolled at least half-time in a degree or certificate …

The American Opportunity Credit is a tax credit designed to help students and their families pay for college. It is available to those who are enrolled at least half-time in a degree or certificate program and have not yet completed their first four years of college. The credit can be used to cover....

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Santa Ana, CA
92701

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