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 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, CA CPA firm for a free consultation.
Become a CTEC Registered Tax Preparer (CRTP) and discover the benefits of starting your own tax business. Learn more about our classes here.
Download Palma Financial Services’ White paper: 89 Schools that Meet 100% of Financial Needs for students and parents!
Full personal and business accounting services provided by expert CPAs with complete transparency.
Comprehensive and flexible retirement planning, including 412(e)(3) and IRA plans.
Life Insurance for college planning, supplemental income, pension plans, asset protection, tax free growth, and distributions.
PENSIONS & DEFINED BENEFITS
Full consultations and management of profit sharing, 401Ks, and 412(e)(3) plans.
TAX PREPARATION & PLANNING
Comprehensive business and individual tax preparation and minimization strategies by experirenced CPAs.
College funding plans that cover more than tuition alone. Save time & money as we simplify college planning.
WEALTH BUILDING STRATEGY & TAX DIVERSIFICATION
Complete portfolio development with smart asset diversification, tax offsetting, and risk management.
Request A Consultation
Call: (925) 307-5454
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