Palma Financial Services Inc

Tax Preparation

Palma Financial Services, Inc. is the leading tax planner in Dublin, CA. That’s because we don’t blindly follow the top names in our field, nor do we lump everyone into a few predetermined categories.

Tax Minimization

Honest & Transparent

Friendly Service

Treating You Like Family

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Palma Financial Services, Inc.

Bookkeeping

You and your staff can be free to do the things you do best. Let us do the taxes and bookkeeping.

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Palma Financial Services, Inc.

Since 1998, Palma Financial Services, Inc. has successfully led the tax planning strategies and tax minimization solutions for families, entrepreneurs, investors and more in Dublin, CA, the Greater East Bay, Silicon Valley and beyond. Our team of specialists customize the best solutions for each individual client— we are not just another tax mill solution. Palma Financial Services, Inc. is the CPA that CPAs and Wharton MBAs turn to for proactive solutions.

Wharton MBAs and CPAs turn to us for a reason!

Complete Tax Planning Solutions

Accounting

Full personal and business accounting services provided by expert CPAs with complete transparency. AICPA member with PFS designation.

Bookkeeping

Our bookkeeping service is trustworthy and reliable – the first step in business tax savings. Rely on us to do it right.

Business Planning

Full financial planning, incorporation services, trademark registration, and registered agent services. We protect your business needs.

College Planning

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

Life Insurance

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

Retirement Planning

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

Tax Audit Protection

Assisting with Federal and State returns. We are here to help with interpretation, guidance, and resolution of tax letters.

Tax Preparation

Comprehensive business, individual tax preparation and minimization strategies by experirenced CPAs commited to saving you money.

Tax Resolution

Serving as the middle-man between you and the IRS while resolving tax issues in your favor. Don't pay more than necessary.

We Are Tax Experts

Tax Resolution

Your IRS Defense.

Tax Preparation

Don't pay a dime more to the IRS.

Bookkeeping

Remove the stress with us.

Tax Planning

Tax minimization & proactive approach.

Financial Planning

Personalized solutions.

Life Insurance Solutions

Taking care of your family.

"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.

Latest Blogs

IRS Scam Alert

PSA Scam Alert For Fake Calls from Taxpayer Advocate Service Like clockwork, every tax year, there's a new twist on ...
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Tax Season: What To Expect During Another Government Shutdown

Tax Season: What To Expect During Another Government Shutdown The federal government was partially shut down from December 22-January 25 ...
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