Call Us
(925) 307-5454
Solutions Meets
Personalized Service
to the next level has arrivedPalma Financial is the answer
you need to scale your business and execute your vision.
Retirement Specialists,
Business Planning
to makefinancial recommendations and identify
pitfalls with every decision you make.
Talk to a Certified Public Accountant
Are you looking for a qualified Dublin CPA? At Palma Financial Services, we can take care of all your wealth management needs. In fact, our financial planning firm is backed by a certified Personal Financial Specialist (PFS) with over two decades of experience.
Accounting
Our professional Palma Financial team will work directly with management to ensure that all of your financial information is processed accurately and in a timely manner.
Life Insurance
There are many types of personal life insurance available, from term life and whole life to universal and variable life policies. Every insurance policy is a uniquely individual contract with availability dependent...
Tax Planning
Palma Financial is the tax planning firm you need to create a solid tax plan built around your goals, with the vision of your business clearly in focus. Tax planning and preparation are a core principle of Palma Financial...
Retirement Planning
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...
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
Are Credit Card Rewards Taxable?
Like most credit card users, you’re probably excited about getting cashback rewards on your purchases. Those rewards can make your card worth keeping and help you build up a credit score. But you might be wondering: are credit...
Don’t Let Your Tax Credit Expire!
Tax credits are a great way to reduce your taxes. The IRS allows people like you to take certain tax deductions every year. Key Point: Remember that your tax credit can expire because you lose them if you don’t use them!...
Tax Deductions: Meals and Entertainment
Tax Deductions 🙂 The meals and entertainment deduction has been tweaked so often that it’s difficult for business owners to know which deductible and disallowed expenses. Here are some meal expense categories you might be...
We specialize in all kinds of Financial Services. Accounting, Tax and Financial Planning for Individuals and Businesses.
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Years in Consulting
Palma Financial
Palma Financial Services
Miguel Palma
111 Deerwood Road, Suite 200
San Ramon, CA 94583
Palma Financial Services
Miguel Palma
931 10th Street Suite 708
Modesto, CA 95354
Call Us
Tel: (925) 307-5454
Email Us
cpa@mpalma.com