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:

  • Tax Resolution
  • Tax Preparation
  • Bookkeeping
  • Tax Planning
  • 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.

Plan with Palma

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

Tax Resolution

Our Dublin tax preparation & planning team will develop a minimization strategy tailored for you!

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7 Secrets the IRS Doesn’t Want You To Know


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Important Tax Phone Numbers

IRS Phone Numbers

IRS Phone Numbers It’s time to really start thinking about taxes and setting up a strategy now! We brought together ...
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