ABOUT

OUR MISSION

​

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Palomar Tax & Business Management, Inc. is dedicated to meeting these goals with high standards of excellence and professionalism.

 

At Palomar Tax & Business Management, Inc. clients benefit from decades of services with Palomar Tax & Business Management, Inc. at your side for each step of the way.

 ​

Already have an advisor? No problem, we are always happy to take a second look and provide you with helpful insight, allowing you to have the comfort in knowing that you made the correct decision. 

Palomar Tax & Business Management, Inc.

 

In 1984 Larry Lerner established Palomar Tax & Business Management, Inc., for years it has been providing quality, personalized financial guidance to local individuals and businesses. Palomar Tax & Business Management, Inc.'s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

 

Larry's team consists of individuals from different backgrounds within the business world with the ambition to provide industry-leading accounting, consulting, tax and advisory services along with many other services to businesses and individuals in the entertainment and artist industry. In addition they are able to deliver measurable and lasting results that provide financial growth and stability.

 

 

Contact us at info@palomartax.com to find out how Larry's and his team's knowledge and experience can benefit you today. 

OUR TEAM

 

Larry Lerner established Palomar Tax & Business Management, Inc. in 1984, since then it has provided the best possible services and solutions possible to local individuals and businesses. Throughout his countless years of service within the accounting industry, Larry has gone to help thousands of clients and their families live better and more financially stable lives.

​

Larry’s team consists of individuals from different backgrounds within the business world with the ambition to provide industry-leading accounting, consulting, tax and advisory services along with many other services to businesses and individuals. In addition, they are able to deliver measurable and lasting results that provide financial growth and stability.