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About Us

Our Firm

For over two decades, Palermo & Beetz has been providing quality, personalized tax & financial guidance to individuals and businesses in a wide variety of areas. Our expertise ranges from basic tax management and accounting services to more in-depth services.

Palermo & Beetz is one of the leading firms in and throughout the area having been awarded title of “Best Accountant in Davie-Cooper City for 2009, 2010, 2011, 2012, 2013 and 2014. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. We believe in the value of relationships, and view every client relationship as a partnership. Our dedication to high standards, hiring of seasoned tax professionals, work ethic, and “hand holding” assistance are the reasons our client base returns year after year.

Our Mission

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 through research and sound analysis. Palermo & Beetz is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Palermo & Beetz receive competent and timely advice.




 

Our Team

Jacqueline Palermo, CPA, Partner

“The best thing about my profession is working with people, helping clients keep more of what they earn, and helping businesses grow and succeed.”

Jacqueline Palermo is a highly skilled Certified Public Accountant dedicated to personal customer service. She brings 20+ years of experience in taxes and accounting, and specializes in tax planning and tax preparation for both small businesses and individuals. She is a member of the Florida Institute of Certified Public Accountants, and the National Association of Professional Women. In addition, she is a Certified QuickBooks ProAdvisor® and a Notary Public. Jackie also loves giving back to the community, and has served as president of a non-profit organization that helps children with cancer. She is married, with two daughters, and enjoys outdoor activities with her family including biking, boating and the beach.

Susan Beetz, EA, Partner

“What I enjoy most about accounting and preparing tax returns is the variety of work. From individual to business returns, every return is different. But the goal is always the same – to pay the least amount of taxes!”

Susan is an exceptional Professional Accountant proficient in the tax & accounting field for more than 20 years. Remaining current as an EA, Susan loves the ever changing field of taxation. She is married with 3 children and enjoys reading, sewing, and spending quality time with her family.