Palm and Pine CPA
Palm and Pine CPA is a boutique, founder-owned CPA firm offering tax preparation, advisory, payroll, retirement planning, and IRS resolution to small business owners and high-net-worth individuals across the US, delivered remotely via a CountingWorks PRO client portal.
- Company typePrivate
- Founded2019
- HeadquartersMyrtle Beach, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Palm and Pine CPA does
Palm and Pine CPA is a boutique, founder-owned CPA firm headquartered in Myrtle Beach, South Carolina, with a secondary office in Glen Allen, Virginia. Founded in 2019 by Katherine Nixon, CPA, the firm operates on an advisory-first engagement model, providing tax preparation and year-round proactive tax planning, business advisory and part-time CFO services, payroll processing, retirement planning (including SEP IRAs, solo 401(k)s, and defined benefit plans), and IRS tax resolution for small business owners, affluent retirees, and individuals facing IRS issues. Service delivery is remote-first and nationwide, anchored by a CountingWorks PRO-powered secure client portal and supported by an AI-driven chat assistant for top-of-funnel engagement.
The firm holds CPA licensure in South Carolina, Virginia, North Carolina, and Georgia, with the founding principal also designated as an IRS Enrolled Agent, enabling cross-state compliance and multi-state tax advisory. Underlying technology is a standard professional-services stack: CountingWorks PRO for client engagement, document management, and e-signature workflows; Xero as the cloud accounting platform, with the firm holding Gold Champion Partner and Certified Advisor status; and the Thomson Reuters Practice Forward model integrated into advisory workflows. The GTM motion is sales-led and consultative, combining Bookafy-powered website booking, content marketing (blog, video, email newsletter, multi-platform social sharing), and referral-driven acquisition, explicitly positioning the firm as a selective, relationship-driven boutique rather than a high-volume tax shop.
Monetization is exclusively professional-services fee revenue across five core streams: tax preparation, business advisory and consulting, IRS tax resolution, payroll, and retirement planning. Pricing is quote-based and not publicly disclosed. The firm operates as a professional corporation (Palm and Pine CPA, PC), is privately held with no disclosed outside investors or parent entity, and has not raised institutional funding. Strategic priorities evident from observable signals include multi-state geographic reach, vertical extension through adjacent service lines, and content-and-tool-led client acquisition.
Palm and Pine CPA firmographics
Firmographics- Name
- Palm and Pine CPA
- Legal name
- Palm and Pine CPA, PC
- Website
- https://palmandpinecpa.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Palm and Pine CPA is a boutique, founder-owned CPA firm offering tax preparation, advisory, payroll, retirement planning, and IRS resolution to small business owners and high-net-worth individuals across the US, delivered remotely via a CountingWorks PRO client portal.
- Ownership category
- akta.pro rank
Palm and Pine CPA industry classification
Industry- Product category
- Accounting & Tax Services
- NAICS
- Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where Palm and Pine CPA is headquartered
LocationHeadquarters
- HQ city
- Myrtle Beach
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Palm and Pine CPA business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Professional Tax Services: Tax preparation services for individuals, businesses, estates, and trusts. Services include year-round tax planning, quarterly check-ins, and tax filing compliance.
- Business Advisory & Consulting: Ongoing advisory relationships providing strategic guidance on entity structure, cash flow, tax efficiency, and business planning. Positioned as a 'part-time CFO' service for small business owners.
- IRS Tax Resolution: Tax resolution services including installment agreements, penalty abatement, offer in compromise, and other IRS relief programs.
- Payroll Services: Full-service payroll processing including tax withholding, quarterly filings, and year-end reporting for small business clients.
- Retirement Planning: Retirement planning guidance including SEP IRAs, solo 401(k)s, defined benefit plans, and coordination with broader tax and estate plans.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Palm and Pine CPA product offering
Product offeringCore offering
Palm and Pine CPA is a boutique CPA firm that provides tax preparation, advanced tax planning, business advisory and consulting (part-time CFO services), full-service business tax and accounting support, virtual CPA services, payroll processing, retirement planning, and IRS tax resolution to small business owners and individuals with complex financial situations. Services are delivered year-round through secure digital portals, cloud-based tools, and a combination of remote and in-person consultations across SC, VA, NC, and GA and nationwide via virtual delivery.
Product overview
Palm and Pine CPA is a boutique CPA firm offering a comprehensive suite of tax and accounting services. The core offering includes tax preparation and proactive tax planning services, supported by business advisory & consulting (part-time CFO capabilities), virtual CPA services, full-service business tax & accounting support, payroll services, retirement planning, and IRS tax resolution. The firm delivers services through a secure client portal platform and an Ai Smart Bot for automated assistance. Additional resources include a learning center/blog and tax forms/calculators. The firm operates virtually with physical offices in Myrtle Beach, SC and Glen Allen, VA.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation Services Year-round tax preparation services for individuals, businesses, estates, and trusts, ensuring precision and strategic insight in tax filings. Includes year-round tax planning support, quarterly check-ins, and tax filing compliance.
- Advanced Tax Planning Proactive tax planning service for individuals and businesses, including quarterly check-ins, scenario planning, and year-end reviews designed to reduce tax liability and align tax strategy with long-term financial goals.
- Business Advisory & Consulting Strategic advisory and consulting service offering part-time CFO capabilities, entity structure guidance, cash flow optimization, and data-driven business support targeted at growth-minded entrepreneurs and small business owners.
- Virtual CPA Services Remote tax and accounting support delivered through secure digital tools, video meetings, and a client portal, enabling clients in any location to access the firm's CPA services without needing to visit a physical office.
- Full-Service Business Tax & Accounting Support Integrated business tax and accounting service covering entity-type-specific support for S-Corps, C-Corps, partnerships, and sole proprietorships, including bookkeeping and ongoing compliance.
- Payroll Services Full-service payroll processing for small business clients, including direct deposit, tax withholding, quarterly filings, and year-end reporting, managed through cloud-based tools that support remote administration.
- Retirement Planning Personalized retirement planning guidance including plan selection, contribution strategies, and tax efficiency, covering SEP IRAs, solo 401(k)s, and defined benefit plans for self-employed professionals, coordinated with broader tax and estate plans.
- IRS Tax Resolution Tax resolution service for individuals and small business owners dealing with IRS notices, back taxes, and tax problems, including installment agreements, penalty abatement, and offer in compromise, leveraging the firm's IRS Enrolled Agent credentials for direct representation.
Companies that use Palm and Pine CPA
Customer profileSegments3 records
Ideal customer profiles3 records
Palm and Pine CPA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability2 records
Palm and Pine CPA partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- CountingWorks, Inc.coreCountingWorks serves as the technology platform powering Palm and Pine CPA's client portal, document management, scheduling, and secure service delivery. The firm uses CountingWorks PRO as their primary technology infrastructure.
- XerocoreXero Gold Champion Partner and Certified Advisor status indicates advanced proficiency in Xero accounting software, allowing the firm to integrate and oversee client bookkeeping using this platform.
- AICPA (American Institute of Certified Public Accountants)minorFirm maintains PCPS (Private Companies Practice Section) membership, indicating alignment with AICPA standards and access to professional resources.
- SCACPA (South Carolina Association of Certified Public Accountants)minorState-level professional association membership for South Carolina CPAs.
- Virginia Society of Certified Public Accountants (VSCPA)minorState-level professional association membership for Virginia CPAs.
- Thompson Reuters Practice ForwardcoreFirm has integrated the Thomson Reuters Practice Forward model into their client service approach, providing forward-looking strategies, goal-setting guidance, and ongoing support following industry best practices.
- AlignableminorPlatform for small business networking and referrals. Firm has 'Highly Recommended' status on Alignable.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Palm and Pine CPA competitors and assessment
Company assessmentBroad incumbents
- H&R Block: Large national tax preparation company offering in-person and online tax services plus small business advisory through Block Advisors. Comparable as a broad incumbent competing for the same SMB and individual tax clients.
- Intuit TurboTax Live: Intuit's TurboTax Live connects users with CPA/EA agents for assisted tax preparation. Comparable as a tech-enabled, scaled CPA-style tax service competing for individual and small business tax clients.
Emerging players
- Botkeeper: AI-powered bookkeeping service combining automation with human accountants for SMBs. Comparable in using technology to deliver bookkeeping and tax services at lower cost, targeting similar SMB clients.
- Paro: Marketplace matching businesses with fractional finance and accounting professionals (CFOs, controllers, bookkeepers). Comparable in monetizing the demand for fractional advisory services to SMBs, overlapping with Palm and Pine's part-time CFO positioning.
- Beech Valley Solutions: On-demand accounting talent platform connecting CPAs and fractional finance professionals with businesses. Comparable in serving the same SMB and growth-company demand for fractional tax and advisory talent.
Direct peers
- inDinero: Outsourced bookkeeping, tax, and controller services for small businesses. Comparable as a tech-enabled accounting firm offering bookkeeping, payroll, and CFO-level advisory.
- 1-800Accountant: National virtual CPA and accounting firm serving small businesses and individuals with tax, bookkeeping, and advisory services. Directly comparable as a remote-delivery CPA targeting the same SMB and HNW segments Palm and Pine serves.
- Pilot.com: Back-office services company providing bookkeeping, tax, and CFO support to startups and small businesses. Comparable in offering fractional CFO and tax services to growth-oriented SMB clients.
- Bench Accounting: Tech-enabled bookkeeping and accounting firm for small businesses, combining software with dedicated bookkeepers and access to CPAs for tax. Comparable business model of outsourced bookkeeping plus tax for SMBs.
- Ignite Spot Accounting: Outsourced bookkeeping and accounting firm offering full-service bookkeeping, tax, and advisory for small businesses. Comparable in providing virtual bookkeeping, payroll, and tax services to SMBs.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Palm and Pine CPA social profiles
Digital presencePalm and Pine CPA financial estimates
Financial estimateRevenue estimate
Valuation estimate
Palm and Pine CPA leadership team
Management profileNumber of profiles
Profiles1 record
Palm and Pine CPA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Palm and Pine CPA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Palm and Pine CPA
What does Palm and Pine CPA do?
Palm and Pine CPA is a boutique CPA firm that provides tax preparation, advanced tax planning, business advisory and consulting (part-time CFO services), full-service business tax and accounting support, virtual CPA services, payroll processing, retirement planning, and IRS tax resolution to small business owners and individuals with complex financial situations. Services are delivered year-round through secure digital portals, cloud-based tools, and a combination of remote and in-person consultations across SC, VA, NC, and GA and nationwide via virtual delivery.
Is Palm and Pine CPA a public or private company?
Palm and Pine CPA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Palm and Pine CPA founded?
Palm and Pine CPA was founded in 2019. It employs 1 to 10 people.
Where is Palm and Pine CPA based?
Palm and Pine CPA is headquartered in Myrtle Beach, United States, in the North America region.
How does Palm and Pine CPA make money?
Five revenue lines are on record. Professional Tax Services are the primary driver. The others are business Advisory & Consulting, IRS Tax Resolution, payroll Services and retirement Planning.
Who are Palm and Pine CPA's main competitors?
Broad incumbents on record are H&R Block and Intuit TurboTax Live. Emerging players are Botkeeper, Paro and Beech Valley Solutions. Direct peers are inDinero, 1-800Accountant, Pilot.com, Bench Accounting and Ignite Spot Accounting.
Does Palm and Pine CPA have an API?
No public API is recorded for Palm and Pine CPA.
What industry is Palm and Pine CPA in?
Palm and Pine CPA's product category is Accounting & Tax Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211.