A PFS/CPA Firm – Palma Financial Services, Inc. adheres to the AICPA’s strict code of professional conduct and ethics. Learn More

 

Palma Financial Services, Inc.

Since 1998, Palma Financial Services, Inc. has helped countless families and businesses get their finances on track with a wide variety of investment and management strategies. Our team of specialists work directly with you to develop:

  • Tax Resolution
  • Tax Preparation
  • Bookkeeping
  • Tax Planning
  • Financial Planning
  • Life Insurance Solutions
 

Whether you’re a single parent in San Jose trying to put a child through college, a home owner in Dublin with too much tax liability, or a business owner in Tracy who needs to fund a pension plan, our expertise serves the tax and financial planning needs of the Greater East Bay and beyond. Call now or visit our Dublin, CA CPA firm for a consultation.

Plan with Palma
 

Dublin California’s Certified Tax Resolution Specialist. We serve as the middleman between you and the IRS.

Tax Resolution

Our Dublin tax preparation & planning team will develop a minimization strategy tailored for you!

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Learn more about tax resolution with Palma Financial Services, Inc.

7 Secrets the IRS Doesn’t Want You To Know

 
 
 
 

Recent Blogs

If Government Shuts Down Again

Tax Season: What To Expect During Another Government Shutdown

Tax Season: What To Expect During Another Government Shutdown The federal government was partially shut down from December 22-January 25 ...
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New Easy Tax Resolution Service in Dublin CA To help Small to Medium Businesses

New Easy Tax Resolution Service in Dublin CA To help Small to Medium Businesses For Immediate Release Palma Financial Services, ...
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