Palermo Landsman & Ross

What Palermo Landsman & Ross does

Palermo, Landsman & Ross, P.A. (PLR) is a full-service CPA firm headquartered in Cooper City, Florida, serving clients across Southeast Florida and, through its international tax practice, globally. Founded in 1986 by Arthur Palermo Jr. and operating for nearly four decades, the firm has expanded its partner group to include Brett Landsman (CPA), Karen Ross (EA), and Dean Palermo, supported by a team of approximately 21–22 CPAs, enrolled agents, senior accountants, tax preparers, bookkeepers, and administrative staff. Arthur Palermo Jr. cites a client base exceeding 4,000 engagements.

PLR organizes its offering across four practice areas: Tax Services (tax preparation, year-round tax planning, and IRS dispute resolution covering audits, liens, levies, wage garnishments, seizures, and payment plans); Business Services (tax preparation and planning, financial statements, audits/reviews/compilations, payroll, strategic planning, cash flow management, internal controls, and consulting); International Services (FATCA, FBAR, FIRPTA, IC-DISC, ITIN applications, foreign tax credit, foreign earned income exclusion, and non-resident withholding and reporting); and Services for Individuals (personal tax planning, estate planning, exit planning, and coordination with attorneys and investment advisors). The firm additionally operates as a certified QuickBooks ProAdvisor practice providing setup, configuration, training, and tune-up services.

The business model is a professional services fee structure, combining recurring compliance/tax-season engagements with project-based consulting, IRS representation matters, and specialty international tax work. The firm does not disclose pricing, quoting per engagement. Its go-to-market motion is relationship-led: direct client service out of the Cooper City office (supplemented by virtual meetings), a deliberate Center-of-Influence referral network of attorneys, financial advisors, insurance specialists, and bankers, community involvement (board service at Children's Harbor, Crockett Foundation, IDDeal Foundation, BSA Troop 118, and the Academy of Model Aeronautics), and content marketing via blog posts and video. The firm is privately held as a Florida professional corporation, with no outside investment, parent company, or public listing. Distribution is direct-to-client only; there are no resellers or channel partners.

Name

Palermo Landsman & Ross

Legal name

Palermo, Landsman & Ross, P.A.

Website

https://plrcpas.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1–10 employees

Short description

Palermo, Landsman & Ross is a Cooper City, Florida-based full-service CPA firm providing tax preparation, IRS dispute resolution, business accounting, and international tax services to roughly 4,000 individuals, families, small-to-mid-sized businesses, and cross-border clients across Southeast Florida and beyond.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro industry

PRIMARYBPAAAGAI

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

SECONDARYFSAAAOAM

Tax Services (Withholding, Reclaims, FATCA/CRS)

Financial & Insurance/Asset & Wealth Management/Custody, Depositary & Asset Servicing (Custody, Corporate Actions, Securities Lending)

Keywords

• Tax preparation services
• IRS dispute resolution
• Business accounting services
• International tax compliance
• Estate planning services

Headquarters

HQ city

Hollywood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation and Planning Services: Comprehensive tax preparation and planning for individuals and businesses, including federal, state, and international tax returns. Revenue generated through professional service fees for ongoing compliance work and strategic planning engagements.
2. IRS Dispute Resolution: Representation services for IRS audits, wage garnishment, liens, levies, seizures, and payment plans. Generates revenue through professional service fees for crisis resolution and ongoing representation.
3. Business Accounting and Consulting: Bookkeeping, financial statements, payroll services, strategic business planning, and business consulting. Revenue from ongoing accounting engagements and project-based consulting.
4. QuickBooks Services: QuickBooks setup, configuration, training, and tune-up services for business clients. Certified QuickBooks ProAdvisors providing value-added services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Palermo, Landsman & Ross is a full-service CPA firm delivering tax preparation, tax planning, and IRS dispute resolution services for individuals and businesses. The firm also provides business accounting, payroll, QuickBooks advisory, international tax compliance (FBAR, FATCA, FIRPTA, ITIN), succession planning, and strategic business consulting from its Cooper City, Florida office.

Product overview

Palermo, Landsman & Ross is a CPA firm offering a comprehensive suite of tax, accounting, and business advisory services organized across four main practice areas. The core offerings include Tax Services (tax preparation, planning, and IRS dispute resolution), Business Services (accounting, payroll, QuickBooks support, and consulting), International Services (cross-border tax compliance, FBAR, FATCA, IC-DISC, and foreign tax credit optimization), and Services for Individuals (personal tax planning, estate planning, and exit planning). The firm is structured as a service-based practice with specialized departments rather than a software product, providing both core compliance services and add-on consulting offerings including strategic introductions and opportunity evaluation. QuickBooks Services represents a notable technology integration offering where the firm operates as certified QuickBooks ProAdvisors providing setup, configuration, training, and ongoing support.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Returns Comprehensive tax preparation services for individuals and businesses ensuring accuracy, compliance, and optimal financial benefits through thorough review of financial records to identify deductions and credits.
• Tax Planning
• IRS Audit Representation
• IRS Dispute Representation
• IRS Wage Garnishment Resolution
• IRS Seizure Resolution
• IRS Lien Resolution
• IRS Levy Resolution
• IRS Payment Plans
• Business Tax Preparation
• Corporate Tax Planning
• Financial Statements
• Audits, Reviews & Compilations
• Payroll Services
• Strategic Business Planning
• Cash Flow Management
• Business Consulting
• QuickBooks Services
• New Business Formation
• Succession Planning
• Non-Profit Organization Services
• International Tax Planning
• FATCA Compliance
• FBAR Reporting
• Foreign Tax Credit Services
• Foreign Earned Income Exclusion
• ITIN Application
• FIRPTA Compliance
• Individual & Family Tax Returns
• Personal Tax Planning
• Estate Planning & Trust Tax Services
• Exit Planning

Quantifiable outcome

• Saved C-Corporation client $5 million in IRS accumulated earnings tax dispute
• +4 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Seven partnerships are on record, tiered core and minor.

• Children's HarborcoreOthersNon-profit agency dedicated to rebuilding lives of teens and siblings in the foster system. Partner Karen Ross serves as Board Chair. Firm provides financial support, volunteer work, event leadership, and board participation.
• Crockett FoundationminorOthersBroward County nonprofit empowering middle school students through after-school and summer programs focusing on youth development and coding education.
• IDDeal FoundationminorOthersFoundation providing adults with intellectual and developmental disabilities opportunities for balance and ideal lives through community integration.
• BSA Troop 118minorOthersBoy Scouts of America troop. Team member Peyton Ross serves as Junior Assistant Scoutmaster. Firm supports youth development and scouting programs.
• Aeronautical Model Association (AMA)minorOthersNonprofit organization representing model aviation with 200,000+ members. Partner Dean Palermo served on the Board of Directors for many years. Promotes safety and education in RC aviation.
• Florida Design and Construction ProfessionalsminorOthersOrganization supporting Florida's design and construction community. Partner Brett Landsman serves as Treasurer, providing awareness, events, and opportunities for local businesses.
• Professional Network of Attorneys and Financial AdvisorscoreStrategic or Co-development PartnerFirm positions itself as part of a team including estate attorneys, financial planners, bankers, business attorneys, and insurance specialists working together to achieve client financial success. Strategic introductions and coordination between advisors is a defined service offering.

Scale indicators7 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Berkowitz Pollack Brant Advisors + CPAs: South Florida-based CPA and advisory firm serving HNW individuals, families, and closely-held businesses with tax, estate, and international tax services — directly comparable in geography, client mix, and full-service positioning.
• Daszkal Bolton LLP: Boca Raton-based full-service CPA firm providing tax, audit, advisory, and international tax services to businesses and individuals across South Florida — comparable in size band, geographic focus, and service breadth.
• HDH Tax Advisors: Jupiter, Florida tax-specialty firm focused on complex individual and business tax planning, IRS controversy, and advisory for HNW clients — comparable niche positioning and Florida regional footprint.
• Bridges & Dunn-Rankin, CPAs: Miami-based CPA firm providing tax, accounting, and business advisory services to closely held businesses and HNW individuals — comparable client base and South Florida regional presence.

Broad incumbents

• WithumSmith+Brown, PC: National CPA and advisory firm with a robust tax practice serving privately held businesses and HNW individuals — comparable service mix at a much larger scale.
• BDO USA: Top-tier global accounting network with deep international tax (FATCA, FBAR, transfer pricing) bench serving HNW and middle-market clients — sets the competitive ceiling for international tax depth.
• Marcum LLP: National top-10 accounting and advisory firm with strong tax practice (including international tax) and substantial Florida operations — competes for the same HNW and mid-market client profiles.
• CBIZ CPAs: Large national accounting and business advisory firm with significant Florida presence offering tax compliance, international tax, and advisory services — overlaps with PLR's core offerings as a broader incumbent.
• Citrin Cooperman: National advisory and accounting firm with strong private-client and HNW tax practice, including international tax capabilities — directly overlaps with PLR's service scope at a larger scale.
• Cherry Bekaert LLP: Top-25 U.S. accounting firm with significant tax, advisory, and international tax practices serving middle-market and HNW clients across the Southeast — broader incumbent peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/palermo-landsman-ross-p-a

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Palermo Landsman & Ross