Complete Tax Planning Solutions

We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience.
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Accounting

Full personal and business accounting services provided by expert CPAs with complete transparency. AICPA member with PFS designation.

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Bookkeeping

Our bookkeeping service is trustworthy and reliable – the first step in business tax savings. Rely on us to do it right. We remove the stress.

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Business Planning

Full financial planning, incorporation services, trademark registration, and registered agent services. We protect your business needs.

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College Planning

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

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Life Insurance

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

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Retirement Planning

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

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Tax Audit Protection

Assisting with Federal and State returns. We are here to help with interpretation, guidance, and resolution of tax letters.

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Tax Preparation

Comprehensive business, individual tax preparation and minimization strategies by experirenced CPAs commited to saving you money.

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Tax Resolution

Serving as the middle-man between you and the IRS while resolving tax issues in your favor. Don’t pay more than necessary.

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Palma Financial Services, Inc.

Since 1998, Palma Financial Services, Inc. has successfully led the tax planning strategies and tax minimization solutions for families, entrepreneurs, investors and more in Dublin, CA, the Greater East Bay, Silicon Valley and beyond. Our team of specialists customize the best solutions for each individual client— we are not just another tax mill solution. Palma Financial Services, Inc. is the CPA that CPAs and Wharton MBAs turn to for proactive solutions. When you need an accountant from Dublin, CA look no further than Palma Financial Services, Inc.

CLIENT TESTIMONIAL

Our world is at an inflection point, with technology transforming
our clients, our profession, and society at large.

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

90 +
Business Served
12 k +
Clients Worldwide
72 +
Rewards and Accolades
25 +
Years in Consulting

LATEST BLOGS

Get our latest thinking on the biggest opportunities and most challenging
issues facing managers today.
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A Review of Major Finance Certifications

Whether to give your career that extra push to get a promotion or to increase your pay, you are probably planning to get professional certification for yourself. Good idea! However, the variety of certifications present in the market is confusing you. Which certification can yield the best result? Which certification…
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