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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:

  • Cost Savings
  • Tax Minimization
  • Investment Management
  • Wealth Management Plans
  • 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 CPA firm for a consultation.

Plan Success Now

Become a CTEC Registered Tax Preparer (CRTP) and discover the benefits of starting your own tax business. Learn more about our classes here.

CTEC Training

Download Palma Financial Services’ White paper: 89 Schools that Meet 100% of Financial Needs for students and parents!

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Recent Blogs

Own Your Own Bank R Nelson Nash

Becoming the Bank to Beat the Bank

Why and How Banking in some form has been around for thousands of years. It is responsible for untold wealth ...
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Miguel Palma Founder Palma Financial Services Inc

Tax Planning 2016: Deduct Up to $350K

You've built a successful career. Are you building a successful retirement? If there was a way to legitimately deduct $350,000 ...
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Adapt or Perish. Tax Preparation is not complicated! #Tax & #Financial Planning require human interaction. ln.is/theaustralian.…

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