Miami, Florida
We help you understand what's in the numbers.
PPZ is an accounting and tax firm in Miami. We work with business owners, executives and independent professionals — the people who need an answer, not a report.
Two firms built this one. The Palacio practice has been doing this work in Miami since 1992; Zimmerman, Marconi & Alzate joined it in 2018. The partners are still the ones doing it.
The first conversation is free. Hablamos español.
Our Business is your Business.
The firm in three figures
- Years doing this work in Miami
- 34+Years doing this work in Miami
- Firms merged into one practice
- 2Firms merged into one practice
- Every conversation, in either language
- EN / ESEvery conversation, in either language
What we do
Tax
Business and individual returns, planning through the year, and help when a notice arrives from the IRS or the state.
Accounting
Monthly bookkeeping, reconciliations and clean financial statements you can hand to a bank or an investor.
Fractional CFO advisory
Cash flow, budgets and the numbers behind your next decision, without hiring a full-time CFO.
Who we serve
C corporations
The return, the state filings, and the math that decides how money comes out of the company.
S corporations
Reasonable compensation, shareholder basis and distributions handled correctly every year.
Partnerships and LLCs
K-1s, capital accounts and partner allocations that tie out.
Individuals and small businesses
From the first year of operations through steady growth — and the personal return that has to agree with it.
Estates and trusts
Fiduciary returns, the year of death, and coordination with whoever is administering the estate.
Foreign clients
U.S. filing obligations for owners and investors based outside the country.
Not any of these yet?
If the company does not exist, that is the first thing to fix — and the choice you make in week one is the one that is expensive to undo in year three.
Powered by Clavé™
We built the thing we keep your books on.
Most firms rent their accounting software and hand you the login. We built ours. Clavé™ Books is the platform your monthly close actually runs on, and this firm operates it — the same way it operates the return.
So you are not buying software and you are not learning one. You get what it produces: a workbook where every account is tied out, statements prepared the way the return will be, and a month-end conversation about what the numbers mean. A client-facing view of your own books opens in 2027.
Have a look before you call anybody.
Four things on this site you can use without speaking to us, and without leaving an email address.
The actual documents
Not a description of the work — the work. Open any of our sample deliverables in full and judge the layout, the detail and the tone for yourself.
See what you getEvery deadline that applies to you
Federal, Florida and Miami-Dade, filterable by entity, exportable to Excel. Each date carries its source and the day we last checked it — and the two we could not verify say so instead of guessing.
Open the tax calendarVideos and the handbook
Twelve short walkthroughs of the QuickBooks screens people get wrong, in English and in Spanish, plus the coding handbook we send every new client.
Guides and videosWhat your trade can actually deduct
A guide per industry, each ending in the one thing that trade gets wrong most often — the part your software will not catch and nobody tells you until the return is already filed.
Find your industry
1992
TAX & ADVISORS
Palacio, Palacio & Zimmerman LLC
A Miami firm, run by its partners
Our staff are CPAs, enrolled agents and other tax and accounting professionals. We work in English and in Spanish.
You talk to the person doing the work, and we would rather talk in October than in April.
Put your name down
One email a month. Written by us, about the things that actually moved — not a roundup of somebody else's headlines.
Let's talk about your business.
Call and a person picks up. Send a note and a person reads it. Either way it reaches somebody at the firm, not a queue.