Business Details
41 Years
experience
Your Trusted Insurance & Tax Services Partner in Santa Ana
Palmer Insurance and Income Tax and Income Tax is a family-owned and operated business that has served the community for 39 years. Our primary focus is delivering exceptional customer service while providing expert insurance and tax preparation solutions. We represent multiple reputable insurance companies across California, enabling us to offer competitive rates for auto, home, health, and business insurance policies. Our certified tax preparers handle everything from simple 1040 filings to complex returns, utilizing electronic filing and direct deposit to expedite refunds. With offices in Santa Ana and Orange, we maintain flexible hours to accommodate client needs. Our team prioritizes education and transparency, ensuring clients make informed decisions about their financial protection.Decades of combined experience allow us to navigate complex insurance markets and tax regulations with precision. We differentiate ourselves through personalized service, including reminder calls for policy deadlines and tailored policy recommendations. Our commitment to accuracy extends to asking detailed questions during consultations to ensure proper coverage or tax compliance. Clients benefit from our longstanding relationships with major insurers and our dedication to finding the most cost-effective solutions. This combination of experience, service excellence, and community focus has earned us consistent client referrals and positive testimonials.
Services
Auto Insurance
Home Insurance
Health Insurance
Business Insurance
Tax Preparation
Details
- Year established: 1985
Highlights and features
- We have 39 years of combined experience in insurance and tax services.
- Our certified tax preparers handle returns from simple to highly complex.
- We offer some of California's lowest insurance rates through multiple carriers.
- Our staff provides personalized policy recommendations based on individual needs.
- We maintain a 24/7 client support system for policy reminders and follow-ups.
What people say
Excellent service
Knowledgeable staff
Best insurance rates
Stress-free experience
Personalized policies
Services
Auto Insurance
We provide comprehensive auto insurance policies tailored to individual driving records and vehicle values. Our agents compare rates from multiple California insurers to find optimal coverage for liability, collision, and comprehensive protection. Clients benefit from personalized risk assessments that consider annual mileage, driving history, and specific vehicle requirements.
Home Insurance
Our home insurance solutions protect residential properties against common risks including fire, theft, and natural disasters. Policies include dwelling coverage, personal property protection, and liability insurance. We specialize in California-specific risks like earthquake coverage and help clients understand policy limits for high-value items.
Health Insurance
We offer ACA-compliant health insurance plans through Covered CA with access to major provider networks. Our certified agents assist with enrollment, subsidy qualification, and policy comparisons. Services include explaining deductible options, prescription coverage tiers, and out-of-pocket maximums to help clients select appropriate plans.
Business Insurance
Our commercial insurance packages protect businesses against liability claims, property damage, and operational disruptions. Policies include general liability, commercial property, and business interruption coverage. We specialize in creating customized packages for small businesses, considering industry-specific risks and regulatory requirements.
Tax Preparation
We prepare federal and state tax returns for individuals and businesses using electronic filing systems. Services include income tax calculation, deduction optimization, and tax credit identification. Our certified preparers handle complex situations like self-employment income, investment gains, and multi-state filings with accuracy and compliance.
People
Michael Palmer
Agent
Michael Palmer specializes in personalized insurance and tax services with over 15 years of experience. He focuses on client education and policy customization, maintaining flexible hours to accommodate working professionals. His approach emphasizes thorough documentation review and proactive client communication.
Danilo
Tax Specialist
Danilo provides expert tax preparation services, handling complex returns for individuals and small businesses. With deep knowledge of California tax codes, he helps clients maximize refunds while ensuring compliance. Clients praise his clear explanations of tax implications and filing requirements.
Questions
What insurance products do you offer?
We provide auto, home, health, and business insurance policies through major California carriers. Our agents help clients select appropriate coverage levels based on individual risk profiles and budget considerations.
How are you different from other agencies?
As a family-owned business since 1985, we combine decades of experience with personalized service. Our agents take time to understand client needs rather than offering generic policies, and we provide reminder calls for policy deadlines.
What tax services do you provide?
We prepare federal and state tax returns for individuals and businesses, including complex situations with investments, self-employment income, or multi-state filings. Electronic filing options deliver refunds in as little as 24 hours.
Do you offer bilingual services?
Yes, we provide full insurance and tax services in Spanish. Our bilingual agents assist with policy explanations, document translations, and return preparation while maintaining complete confidentiality.
How can I request policy changes?
Clients can submit policy change requests through our website form, email, or phone. Please note changes require confirmation from our agency via email or fax to become effective, ensuring proper documentation.
Reviews (4)
Vikings Vikings
May 19, 2021
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Positive:Professionalism
This place is great..always on top of everything and so friendly...u can call them for anything and they will help u out.
This place is great..always on top of everything and so friendly...u can call them for anything and they will help u out.
Jillian Bermudez
Dec 04, 2020
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I've been going to Palmer Insurance for YEARS!!! I wouldn't trust anyone else to do my taxes. Everyone at that office is super friendly and extremely helpful. I would definitely recommend them for all of your tax and insurance needs.
Alex Freeman
Jul 03, 2020
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I have been doing my taxes with Michael Palmer for many years. Top-notch customer service and expertise.
Jonathan Godinez
Jun 17, 2020
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Always great service. Michael always goes above and beyond. Pays attention to important details. You are always in great hands with Michael.
