Palmer & Company

What Palmer & Company does

Palmer & Company (also styled "Palmer & Co.") is a privately held professional services firm headquartered in Tuscaloosa, Alabama, United States, that provides tax preparation, accounting, and financial consulting services. The firm was founded in 2018 and operates with a small team of 1-10 employees, consistent with a local, owner-operated CPA/bookkeeping practice rather than a scaled regional or national provider. Its public-facing website (palmercompanypc.com) was not retrievable beyond a loading/verification screen at the time of data collection, and no additional operating, structural, or product disclosures were available in the input material.

The company's business model, as inferred from its service mix and headcount, centers on fee-based engagements for tax preparation, ongoing accounting work, and financial consulting — typically billed on hourly rates, fixed fees per engagement, or recurring monthly retainers for bookkeeping clients. The addressable customer base is almost certainly local individuals and small businesses in the Tuscaloosa/west Alabama market, given the firm's size and single-city footprint. There is no evidence of technology productization, software offerings, recurring SaaS revenue, partnership channels, or geographic expansion beyond the founding location.

Material data gaps materially limit analytical depth: no revenue, no headcount trend, no management team bios, no client logos, no pricing, no certifications, no regulatory or licensing disclosures, and no digital footprint beyond the firmographics and a non-resolving website were supplied. Investors or acquirers evaluating Palmer & Company should treat this profile as a baseline screen only and seek primary-source confirmation of revenue, client concentration, practitioner credentials, and operating status before drawing any conclusion about its investment or acquisition merit.

Name

Palmer & Company

Website

https://palmercompanypc.com

Company type

Private

Founded year

2018

Headcount range

1–10 employees

Short description

Palmer & Company is a small, privately held tax preparation, accounting, and financial consulting practice based in Tuscaloosa, Alabama, founded in 2018 and serving local individual and small-business clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Tuscaloosa

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Palmer & Company is a Tuscaloosa, United States-based professional services firm that provides tax preparation, accounting, and financial consulting services. The firm operates as a small practice (1–10 employees) serving clients with personal and business tax filings, bookkeeping, and general financial advisory needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation
• Accounting Services
• Financial Consulting

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• RSM US: Leading US provider of audit, tax, and consulting services for the middle market. Direct overlap with Palmer's accounting, tax, and financial consulting bundle, though RSM's middle-market focus is far larger in scale and geographic reach.
• H&R Block: Largest retail tax preparation chain in the US, offering individual and small business tax services. Comparable to Palmer & Company's tax preparation line of business, though operating at vastly greater scale and through a franchise/retail model.
• Marcum LLP: Top-15 US accounting and advisory firm providing tax, audit, and consulting services, with strength in the Southeast. Service offering mirrors Palmer's bundled tax/accounting/consulting model at a meaningfully larger scale.
• KPMG US: Big Four accounting firm providing audit, tax, and advisory services, including a private enterprise practice that serves small and growing businesses overlapping with Palmer's target market. Comparable only at the broad service-line level given very different scale and customer profile.
• Jackson Hewitt: National retail tax preparation chain focused on individual filers, particularly lower- and middle-income households. Overlaps with Palmer's tax preparation offering but competes primarily through owned and franchised storefronts.
• BDO USA: Top-tier US accounting and advisory firm serving mid-market and growing businesses with audit, tax, and consulting services. Overlaps with Palmer's accounting and financial consulting offerings at the small/mid-market end, though BDO operates at much greater scale.
• Liberty Tax: Franchised tax preparation chain with seasonal retail locations serving individual taxpayers. Comparable to Palmer's tax preparation business in terms of service category, though distribution is via seasonal offices rather than a year-round professional practice.
• CliftonLarsonAllen (CLA): Large US accounting and professional services firm focused on private businesses, wealth management, and middle-market clients. Comparable service mix (tax, accounting, advisory) to Palmer & Company, with strong overlap in target customer profile.

Direct peers

• Warren Averett: Alabama-headquartered accounting and advisory firm with offices across the Southeast, providing tax, accounting, and business consulting services. Most directly comparable to Palmer & Company given shared Alabama base and similar full-service small/mid-market practice model.
• Carr Riggs & Ingram (CRI): Top-25 US accounting and advisory firm headquartered in Alabama, with a regional Southeast footprint offering tax, audit, and consulting to businesses and individuals. Strongly comparable to Palmer & Company in geography, scale tier, and service mix.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Palmer & Company