Our Services

Expert Tax Services Made Simple

We take the stress out of tax season with clear pricing, trusted guidance, and optional refund advances—so you can file with confidence and move on.
Clear pricing, expert support, and optional refund advances—helping you move from “If I had the money…” to “I did.”

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Tax Preparation

Friendly, professional filing with transparent pricing. We provide a checklist so you know exactly what to bring, making the process smooth and straightforward.
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Refund Advance Loan

Need your refund sooner? Apply for an optional, interest-free advance after IRS acceptance. Repayment is simple—deducted from your refund when it arrives. (Eligibility and limits apply.)
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Refund Assurance

Get extra peace of mind. If issues arise after filing, our team is ready to support you so you can rest easy. (Program terms apply.)
Ready to your IF into I DID?
Medical expenses, car/home repairs, back-to-school, holiday cash, catching up on bills - when life happens, we’re here to help.
IF I had the money… → I DID.
Our Process

How We Work

Step 1

Share Your “If”

Tell us what you need—cover a bill, make a repair, or fund a project.

Step 2

Explore Your Options

We look at your full financial picture, not just a credit score, to find the best fit.
Step 3

Choose Your Plan

Fixed payments and timelines designed to fit your budget.
Step 4

Move Forward

Get approved, receive your funds, and turn your financial “if” into a confident “I did.”
Our Process

Smart Tax Solutions for Peace of Mind

Filing taxes doesn’t have to be stressful. Our team guides you through every step with clarity and support, helping you maximize your refund and access funds faster if needed. From simple returns to complex situations, we make the process smooth, reliable, and worry-free.

Simple & Accurate Filing

Our team ensures your taxes are prepared correctly and efficiently, so you avoid errors and delays.

Fast Access to Funds

Need your refund sooner? Optional interest-free advances let you get your money quickly, with repayment automatically handled.

Flexible Filing Methods

Choose how you file online, in-person, or drop-off so it fits your schedule and comfort level.

Ongoing Support & Guidance

We’re here beyond tax season. From questions about your return to addressing any issues, our experts provide reliable help whenever you need it.

4.7

Client Review

“I was in need of a small loan and was referred to call this new company, Palmetto Financial. I was a little hesitant but the first time I met Miranda and Wendell they treated me just like family. They were both very professional and kind. I’ve never dealt with a company like this one. They are not your average loan company. They are by far the best place to come if you are in need of some extra money.” – W.J. Ford

Frequently Asked

Common Questions Answered

What documents do I need to file my taxes?

We provide a clear checklist to ensure you have everything needed for accurate filing.

Can I apply for a refund advance?

Yes, an optional, interest-free advance is available after IRS acceptance. Terms and eligibility apply.

How long does it take to get my refund?

Timing depends on the IRS processing, but we provide guidance to maximize speed and efficiency.

What is Refund Assurance?

It’s extra support for any issues after filing, giving you peace of mind that you’re covered.

Do you handle both federal and state returns?

Yes, we assist with both federal and state filings.

Can you help with complicated returns?

Absolutely. Our team has experience with various tax situations, including investments, self-employment, and multiple income sources.

Ready to your IF into I DID?
We’re here to help you find a loan that fits your life—quickly, clearly, and with care.
Personal Loans