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Contact Us FREE CONSULTATION! The financial guidance that your business needs to move
to the next level has arrived Palma Financial is the answer
you need to scale your business and execute your vision.
financial services Dublin, Home CPA, PFS,
Retirement Specialists,
Business Planning
FREE CONSULTATION! Our qualifications put us in the position to be able
to makefinancial recommendations and identify
pitfalls with every decision you make.
financial services Dublin, Home Today’s Challenges Alleviated.
Tomorrow’s Problems
Proactively Solved.
Our holistic approach to wealth planning and tax strategy means
you not only get solutions and ideas that help answer today’s
problems, but also receive recommendations that proactively target
and solve tomorrow’s potential challenges or pitfalls.

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

Our fiduciary responsibility to you is of the utmost importance to our firm. By investing with us you can rest assured that we will work tirelessly with you to design a tax and financial strategy 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, Inc. is a bilingual firm also active in the Hispanic community, assisting individuals, businesses and young entrepreneurs. As a family-owned business, all who walk through our doors are treated with respect and without judgment.


What our clients say

There are plenty of investment gurus that preach investing in 401(k) accounts starting as soon as possible, which is all good if you are in your early to mid-twenties...

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

Miguel is wonderful to work with! He is knowledgeable, efficient, and communicative, and we always feel like we’re in good hands


— Sarah Jebrock

Palma Financial was right there on costs with the others, but I felt the level of experience and service, especially from Greg, was the turning point.


— Ezra Fox

SBA increase Palma

Get Your SBA Increase – Act Now

The Small Business Administration (SBA) is committed to increasing its Economic Injury Disaster Loan limit to $2 million, and the agency hopes to make that change happen over the summer. In an interview with The Business Journals, SBA...

Tax Deductible Palma

Which Business Expenses are Deductible?

Have you missed partying and having business meals with your prospects, customers, and employees? Did you know that you can count these as deductible business expenses? Well, get ready to start again. Soon, COVID-19 will be behind us....

Expert CPA Palma

Your CPA: What Support Do You Need Most?

In these uncertain times, you need a CPA who can help with more than basic tax and accounting issues. You need an expert business adviser to show you the best way forward. Have you heard that congress may dramatically increase the...

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


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Clients Worldwide


Rewards and Accolades


Years in Consulting

Palma Financial

Palma Financial Services Inc
11840 Dublin Blvd
Dublin, CA 94568

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Tel: (925) 307-5454

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