EXPERT-LED SOLUTIONS FOR COMPLEX FINANCIAL NEEDS
Small Business Valuation Services & Tax Reporting
WELCOME TO KING PALM BUSINESS SERVICES
We offer valuations for small businesses and IRS tax reporting for self-directed retirement account holders. Whether you own a small business or you’re managing a retirement portfolio with private equity or debt-financed real estate, you’ll get the undivided attention, expertise, and peace of mind you deserve.
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FINALLY, A BUSINESS SERVICES PROVIDER WHO’S QUALIFIED TO HELP YOU
Meet Jennifer Dann, Your Financial Expert
Jennifer founded King Palm to provide accurate, affordable valuations for small business owners and help self-directed retirement account holders complete crucial tax forms accurately. As a finance industry veteran, she has over 15 years of experience, including eight years in the self-directed retirement space. She also earned a graduate certification in business valuation (and she’s a soon-to-be Certified Valuation Analyst). Her passion is to deliver financial services that empower her clients to achieve their financial goals with confidence.
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Our Services Cater to People and Business with Unique Needs
Small Business Valuation Services
We provide fair and accurate valuations as part of mergers and acquisitions, buy-sell agreements, fairness opinions, and other scenarios.
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Tax Reporting Support
Get help with critical tax forms like your 990-T for UBTI/UDFI reporting, 1065 for special purpose LLCs, and IRS 1120 for UBIT blocker strategies.
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With all of our services, you'll get:
Confidence in knowing your valuation or tax forms are being handled correctly
All of your questions answered throughout the process
Ongoing support from experts with specialized training and knowledge
Full support in the event of an IRS audit
Ready to start your small business valuation or tax reporting process?
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Schedule a free consultation call to discuss your needs.
