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:

  • College Planning
  • Tax Minimization
  • Investment Management
  • Wealth Management
  • 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

Learn how to pay less for your children’s education with our College Planning Now seminars and consultation services!

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

7 Secrets the IRS Doesn’t Want You To Know

 
 

Testimonials:

Hablamos Español!
Nuestro equipo esta completamente preparado para atender sus necesidades de impuestos y planificacion financiera en Ingles o Español.

 

ACCOUNTING

Full personal and business accounting services provided by expert CPAs with complete transparency

RETIREMENT PLANNING

Comprehensive and flexible retirement planning, including 412(e)(3) and IRA plans.

 

LIFE INSURANCE

Life Insurance for college planning, supplemental income, pension plans, asset protection, tax free growth, and distributions.

BOOKKEEPING

Our bookkeeping service is trustworthy and reliable – the first step in business tax savings.

 

TAX PREPARATION & PLANNING

Comprehensive business and individual tax preparation and minimization strategies by experirenced CPAs.

COLLEGE PLANNING

College funding plans that cover more than tuition alone. Save time & money as we simplify college planning.

 

TAX RESOLUTION

Serving as the middle-man between you and the IRS while resolving tax issues in your favor.

BUSINESS PLANNING

Full financial planning, incorporation services, trademark registration, and registered agent services.

 
 

Recent Blogs

Important Tax Phone Numbers

IRS Phone Numbers

IRS Phone Numbers It’s time to really start thinking about taxes and setting up a strategy now! We brought together ...
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Palma Financial Ideas

Why Do I Need A Tax Innovator — Not Just A Preparer?

Why Do I Need A Tax Innovator — Not Just A Preparer? Where a preparer organizes and gets something ready, ...
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