CPA | Accountant | Tax Planning | Bookkeeping | Palma Financial
  • Call : (850) TAX FREE or (850) 829-3733

TAILORED TAX PLANNING, STRATEGIZING, AND SAVINGS

Palma Financial provides you guidance along with experienced, sound knowledge to allow you to manage your business and implement tax savings strategies.

At Palma Financial Services, we specialize in tax planning, tax preparation, and accounting for businesses and individuals.

Our responsibility to you is of the utmost importance to our firm. By working with us, you can rest assured that we will work tirelessly with you to design a tax and financial plan that is customized for your particular situation. Your continued success is paramount to our success. Many of our clients are referrals from our existing client base, and our objective is to continue building more positive and lasting relationships. Palma Financial Services is a bilingual firm that is also active in the Hispanic community, assisting businesses and individuals. As a family-owned business, all who walk through our doors are treated with respect and without judgment.

TAX SAVINGS E-BOOK

We wrote the book on tax planning, every year our team publishes an ebook with over 49 tax-saving strategies.

Do you know the difference between tax planning and tax preparation? Tax planning is a proactive approach that can help you legally lower what you owe in taxes. It involves much more than just preparing the proper tax forms. People often mistakenly believe that their CPA is saving them money when they pay for tax preparation services, but that’s not their job. They’re only preparing your return for IRS compliance, which can cost you more than you realize.

Our tax planning clients, on average, save $38,569 annually. Get our free e-book on Tax Savings Strategies.

We specialize in tax planning, tax advisory, tax preparation, and accounting for individuals and businesses.

Businesses Servicing

Clients Worldwide

Rewards and Accolades

Years in Consulting and Tax Advisory Services

Total taxes saved last year

Talk to a Certified Public Accountant

Are you looking for a qualified CPA? At Palma Financial Services, we can take care of all your tax advisory and preparation, accounting, and CFO needs. In fact, our financial planning firm is backed by a CPA and Certified Personal Financial Specialist (PFS) with over two decades of experience.

Tax Planning

Palma Financial is the tax planning firm…

Tax Preparation

Comprehensive business, individual tax preparation…

Accounting

Our professional Palma Financial team will work…

Bookkeeping

Our bookkeeping service is trustworthy and reliable…

CFO Services

There are plenty of investment gurus…

What our clients say

There are three words that could define Miguel Palma and his work ethic: Professional, Honest and Patient. Now, our business is doing better than ever and we have less stress on our shoulders.

- Armando M

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