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.
Dublin California’s Certified Tax Resolution Specialist. We serve as the middleman between you and the IRS.
Learn how to pay less for your children’s education with our College Planning Now seminars and consultation services!
Testimonials:
Hablamos Español!
Nuestro equipo esta completamente preparado para atender sus necesidades de impuestos y planificacion financiera en Ingles o Español.
Recent Blogs
2017 & 2018 Taxes: Make Sure to Report Your Bitcoin Transactions: $20,000 Threshold
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