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.
Nuestro equipo esta completamente preparado para atender sus necesidades de impuestos y planificacion financiera en Ingles o Español.
Full personal and business accounting services provided by expert CPAs with complete transparency
Life Insurance for college planning, supplemental income, pension plans, asset protection, tax free growth, and distributions.
TAX PREPARATION & PLANNING
Comprehensive business and individual tax preparation and minimization strategies by experirenced CPAs.
Serving as the middle-man between you and the IRS while resolving tax issues in your favor.
Request A Consultation
Call: (925) 307-5454
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