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Individual Tax Preparation
Thoughtful preparation for W-2, 1099, investment, rental and self-employed income with a focus on completeness and documentation.
Start your return →TAX STRATEGY · ACCOUNTING · AI-ASSISTED SERVICE
Your financial world,
made exceptionally clear.
Premium tax preparation and accounting for individuals, entrepreneurs and multi-entity business owners — supported by a private digital portal and an intelligent tax concierge available when you need answers.
Private PortalSecure document & P&L workspace
Business + PersonalOne relationship across entities
AI-AssistedFast answers, human review when needed
PRIVATE CLIENT WORKSPACETaxes, documents and P&L in one placeEncrypted access · Registered users only
AI TAX CONCIERGEPersonal & business tax questionsEnglish / Español · Voice + chat
FINANCIAL CLARITYMulti-company reportingMonthly · YTD · Comparative
PRECISION · PRIVACY · PROGRESS
INDIVIDUAL TAX
BUSINESS TAX
BOOKKEEPING
PROFIT & LOSS
AI CONCIERGE
BUILT AROUND YOUR REAL FINANCIAL LIFE
A modern accounting relationship,
not a once-a-year transaction.
Every service connects back to one private financial workspace so your tax return, books, documents and Profit & Loss stay organized across the year.
02
Business Tax & Entity Support
Tax filing support for business owners with organized financial records, entity-aware workflows and year-round planning conversations.
Discuss your business →03
Bookkeeping & P&L
Monthly bookkeeping structure and Profit & Loss visibility designed to help you understand what is happening before tax season arrives.
Open private workspace →04
Tax Planning
Forward-looking conversations around timing, estimated payments, business decisions and recordkeeping priorities.
Plan ahead →05
Document Intelligence
Upload PDFs, photos, spreadsheets and financial documents into an AI-assisted review workflow built around secure organization.
Use the portal →06
Multi-Entity Financial Management
Business owners can keep multiple companies and personal financial activity organized without mixing books or reporting.
Build your structure →PALMETTO INTELLIGENCE
AI that feels like a concierge,
not a chatbot.
Ask questions about personal taxes, business taxes, bookkeeping terminology, filing concepts, documents and general tax planning. The assistant is designed to clarify first, identify what information matters and route complex situations to a human professional.
Tax Q&APersonal and business questions
Voice ModeSpeak naturally in the browser
BilingualEnglish and Spanish
Smart IntakeTurns questions into organized next steps
AI Phone ConciergeTwilio-ready AI receptionist for calls, routing and appointment booking
AI Text Follow-upTwilio SMS support with consent, STOP/HELP handling and appointment follow-up
Phone & SMS concierge: Request a callback now. Automated phone and SMS service will activate when the firm’s business number is connected.
AI
PERSONAL TAX“What documents do I need for rental income?”
BUSINESS TAX“How should I organize contractor expenses?”
BOOKKEEPING“Why doesn’t cash flow equal profit?”
A BETTER CLIENT EXPERIENCE
From first conversation to final filing.
01
Connect
Book a consultation or start with the AI concierge.
02
Upload
Use the private portal for secure document intake.
03
Review
Documents and financial activity are organized for review.
04
Prepare
Your tax and accounting work moves through a professional workflow.
05
Stay Ready
Keep records and P&L organized beyond tax season.
REGISTERED CLIENTS ONLY
Your accounting relationship
continues inside the portal.
Upload documents, manage multiple entities, review Profit & Loss, organize transactions and keep your accounting workspace private behind authenticated access.
Enter Client Portal →
LEADERSHIP
Derex Marenco
CEO · Palmetto Bay Accounting Services
Palmetto Bay Accounting Services is being built around a simple idea: clients should understand their financial picture, know what is needed next, and have a modern, private way to work with their accounting team. Derex leads the firm with a focus on service, organization and technology-enabled client experience.
Premium Tax Experience
Business & Personal Focus
AI-Enabled Client Service
“Technology should make accounting feel clearer, faster and more personal — never colder.”
Executive presence with a premium client-first image
Derex Marenco is presented with a polished leadership portrait that reinforces the firm’s professionalism, trust, and high-end service experience.
PRIVATE CONSULTATION
Bring us the complexity.
We’ll help organize the next move.
Tell us what you need help with. A member of the team can follow up about personal taxes, business taxes, bookkeeping, Profit & Loss or ongoing accounting support.
For individualsTax preparation and planning support
For businessesTax, books, P&L and multi-entity organization
Office9555 SW 175th Terrace, Palmetto Bay, FL 33157
Business emailpalmettobay@accountingsrvcs.net