Call Us
(925) 307-5454
Solutions Meets
Personalized Service
to the next level has arrived Palma 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.
Tomorrow’s Problems
Proactively Solved.
you not only get solutions and ideas that help answer today’s
problems, but also receive recommendations that proactively target
and solve tomorrow’s potential challenges or pitfalls.
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
Employee Vaccinations Make You Eligible For Tax Credits
If you’ve been Googling “tax services near me” to find out your eligibility for tax credits, look no further! Have you or your employees been vaccinated?💉 You may be eligible for tax credits.🤑 The...
CFO Report: COVID EIDL Limit is Now $2 Million
If you’re a CFO, take note: The SBA has quadrupled the COVID-19 EIDL limit to $2 million.The Small Business Administration is officially raising the cap on its Economic Injury Disaster Loan program to $2 million, the agency...
Family Businesses: Hire Family for Double Benefits
Need tax preparation services? We have some great tips to get you started. This simple strategy can help your business and improve your household’s disposable cash flow. In addition, you will generate favorable tax results for...
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 9458
Palma Financial Services
Miguel Palma
931 10th Street Suite 708
Modesto, CA 9535
Call Us
Tel: (925) 307-5454
Email Us
cpa@mpalma.com