Broker Check



I offer tax preparation and accounting services, as well as comprehensive investment planning through my affiliation with HD Vest Investment Services(SM). In addition to preparing and filing your tax return, I can help develop an...

Read more

Kim is the Client Services Manager at the office in Bolton Hill. She is also lucky enough to live in that lovely neighborhood! She brings her extensive customer service experience to all her client interactions. Her energy and...

Read more

Jamie Lanza

Administrative Assistant



Jamie is the friendly voice over the phone and enthusiastic greeter at the office in Glen Burnie. She loves to be organized! It’s her favorite, and she is only too willing to proficiently prioritize every client’s need to...

Read more

Matt started his tax career with Palumbo Financial & Tax Services in 2014 and became a licensed CPA in early 2018. He assists widely in the tax preparation and accounting services, including preparing financial statements and tax...

Read more