A PFS/CPA Firm – Palma Financial Services, Inc. adheres to the AICPA’s strict code of professional conduct and ethics. Learn More

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 and beyond. Call now or visit our Dublin, CA CPA firm for a consultation.

Dublin California’s Certified Tax Resolution Specialist. We serve as the middleman between you and the IRS.

Tax Resolution

Learn how to pay less for your children’s education with our College Planning Now seminars and consultation services!

Learn More!

Testimonials:

“Miguel and his team corresponded with me immediately and ...” (Read More)

“This was the first time I went to an accountant for help ...” (Read More)

“Palma Financial Services is incredibly helpful ...” (Read More)

“I’m so blessed to have met you.” (Read More)

“Palma Financial Services, Inc. was highly recommended to us ...” (Read More)

“Mr. Palma is easy to talk to and very informative.” (Read More)

Hablamos Español!
Nuestro equipo esta completamente preparado para atender sus necesidades de impuestos y planificacion financiera en Ingles o Español.

ACCOUNTING

Full personal and business accounting services provided by expert CPAs with complete transparency

RETIREMENT PLANNING

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

LIFE INSURANCE

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

BOOKKEEPING

Our bookkeeping service is trustworthy and reliable – the first step in business tax savings.

TAX PREPARATION & PLANNING

Comprehensive business and individual tax preparation and minimization strategies by experirenced CPAs.

COLLEGE PLANNING

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

TAX RESOLUTION

Serving as the middle-man between you and the IRS while resolving tax issues in your favor.

BUSINESS PLANNING

Full financial planning, incorporation services, trademark registration, and registered agent services.

Recent Blogs

Business Owners: Learn if a Defined Benefits Plan is Right for You

Business Owners: Learn if a Defined Benefits Plan is Right for You Business owners who want to take advantage of ...
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2017 & 2018 Taxes: Make Sure to Report Your Bitcoin Transactions: $20,000 Threshold

2017 & 2018 Taxes: Make Sure to Report Your Bitcoin Transactions: $20,000 Threshold Bitcoin and Taxes: Coinbase is Complying with ...
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Call: (925) 307-5454

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How [and why] I invest in startups

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