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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. Call now or visit our Dublin, CA CPA firm for a free consultation.

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Dublin California’s Certified Tax Resolution Specialist. We serve as the middleman between you and the IRS, providing a clear path for minimizing your taxes.

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

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Recent Blogs

Lower Your Taxes with Palma Financial Services, Inc.

How To Prepare And Minimize Your Taxes Now

2017 Is Almost Over From CNN: With little less than four weeks -- and just 12 scheduled legislative days left ...
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Don't Let This Pass

Trump’s Tax “Reform” Plan Will Hammer Californians

How could any member of the California Congressional Delegation think this plan is good for the Golden State? Here at ...
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About 18 minutes ago from Miguel Palma's Twitter via Hootsuite

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