Robert Palmer and Associates, LLC

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Robert Palmer and Associates, LLC 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

It's hard to believe but the clock is ticking on 2026 tax planning. Is your business ready?We're officially in the final...
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!

Happy Tuesday, small business owners! ☕️Today’s to-do list:✅ Drink coffee✅ Check the numbers✅ Answer the emails✅ Run the...
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.

Hello, October! 🍂The final quarter of 2026 is officially here, making this a great time to check in on your finances and...
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!

✈️ Traveling for business? The IRS has updated its per diem rates for 2026–2027.Beginning October 1, 2026, new rates tak...
09/29/2026

✈️ Traveling for business? The IRS has updated its per diem rates for 2026–2027.

Beginning October 1, 2026, new rates take effect for certain business travel expenses, including lodging, meals, and incidental expenses.

Under the IRS high-low method, the new per diem rates are:

📍 $329 per day for high-cost locations
📍 $230 per day for other locations within the continental U.S.

For business owners and employees who travel for work, per diem rates can help simplify recordkeeping and reimbursement for qualifying travel expenses.

Before you turn that business trip into a tax deduction, check with our team. We can help you understand what qualifies, what to document, and what deductions may be available.

🏖️ The answer: Sometimes—but packing your laptop doesn’t automatically make it a business trip. 😉If you’re traveling pri...
09/26/2026

🏖️ The answer: Sometimes—but packing your laptop doesn’t automatically make it a business trip. 😉

If you’re traveling primarily for a legitimate business purpose, certain expenses may qualify for a tax deduction. But squeezing in a client call between the beach and dinner doesn’t necessarily mean you can put the whole trip on the company books.

The key is understanding why you’re traveling, how you spend your time and which expenses are actually business-related.

So before you book that getaway and call it a “business retreat,” check with your tax advisor. 😎🌴

Our team can help you understand what may qualify and make sure your business travel deductions stay on the right side of the tax rules.

Fall is officially here and that means, it's time to start thinking about year-end tax planning, A little preparation no...
09/22/2026

Fall is officially here and that means, it's time to start thinking about year-end tax planning, A little preparation now can make a big difference later!

Whether you're the ultra-organized business owner with color-coded files or the entrepreneur who tends to tackle taxes at the last minute, there's always room to improve your year-end planning strategy.

Here are a few simple ways to get ahead:

✅ Review your financial statements and understand where your business stands.

📂 Organize receipts and categorize expenses before the year-end rush.

💰 Review estimated tax payments and explore potential tax-saving opportunities.

🤝 Schedule a conversation with our team to discuss retirement contributions, business goals and tax strategies.

You don't need a perfect system. You just need a plan that works for you!

Don't wait until December to start thinking about your taxes. Contact our team today to schedule your year-end tax planning consultation.

Starting or Growing your business? Start with the right financial foundation. 💡The decisions you make early, from choosi...
09/15/2026

Starting or Growing your business? Start with the right financial foundation. 💡

The decisions you make early, from choosing the right entity structure to setting up your books and understanding your tax obligations, can have a lasting impact on your business.

We help new and growing business owners with:

✔️ Entity structure and tax planning
✔️ QuickBooks Online, bookkeeping and payroll
✔️ Financial reporting, cash flow and budgeting
✔️ Ongoing tax and accounting support

Whether you’re launching a new business or strengthening an existing one, we’ll help you put the right financial systems in place and provide the support you need as you grow.

Ready to get started? Request a complimentary consultation to talk about your business and what comes next.

🐶 True or False: Can you write off your dog on your taxes?The answer: Sometimes!Your family pet generally isn't tax-dedu...
09/13/2026

🐶 True or False: Can you write off your dog on your taxes?

The answer: Sometimes!

Your family pet generally isn't tax-deductible, no matter how convinced they are that they're a full-time member of the team. 😉

But there are certain situations where dog-related expenses may qualify for a tax deduction, depending on the dog's role and your circumstances. For example, certain expenses associated with a legitimate business use or a qualifying service animal may be deductible.

The key? Your dog needs more than an adorable face and an impressive résumé. 🐾

Tax deductions can get complicated, so before you put Fido on your tax return, contact our team. We can help you understand what qualifies and make sure you’re not overlooking valuable deductions. 🐾

Charitable giving can be about more than supporting the causes you care about. It can also be an important part of your ...
09/09/2026

Charitable giving can be about more than supporting the causes you care about. It can also be an important part of your tax and financial planning. ❤️

If you’re considering a charitable gift in 2026, keep in mind that contribution deductions may be limited based on your adjusted gross income (AGI), the type of gift and the organization receiving it.

A few things to know:

✔️ Cash contributions to many qualified public charities may generally be deductible up to 60% of AGI.
✔️New for 2026, taxpayers who don’t itemize may be eligible for a deduction of up to $1,000 in qualifying cash contributions, or $2,000 for married couples filing jointly.
✔️For larger gifts, timing and what you choose to donate can make a difference in the potential tax impact.

If charitable giving is part of your year-end plan, now is a good time to start the conversation. Our team can help you evaluate your options and coordinate your giving strategy with your broader financial goals.

Happy Labor Day! 🇺🇸Today, we hope you’re enjoying some well-deserved time to relax, recharge and spend time with family ...
09/07/2026

Happy Labor Day! 🇺🇸

Today, we hope you’re enjoying some well-deserved time to relax, recharge and spend time with family and friends.

Wishing you a safe, relaxing and enjoyable Labor Day!

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

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