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Contact Us FREE CONSULTATION! The financial guidance that your businessneeds to move
to the next level has arrivedPalma Financial is the answer
you need to scale your business and execute your vision.
financial services Dublin, HomeCPA, PFS,
Retirement Specialists,
Business Planning
FREE CONSULTATION! Our qualifications put us in the position to be able
to makefinancial recommendations and identify
pitfalls with every decision you make.

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

are credit card rewards taxable

Are Credit Card Rewards Taxable?

Like most credit card users, you’re probably excited about getting cashback rewards on your purchases. Those rewards can make your card worth keeping and help you build up a credit score. But you might be wondering: are credit...

tax credit

Don’t Let Your Tax Credit Expire!

Tax credits are a great way to reduce your taxes. The IRS allows people like you to take certain tax deductions every year. Key Point: Remember that your tax credit can expire because you lose them if you don’t use them!...

meals and entertainment deduction

Tax Deductions: Meals and Entertainment

Tax Deductions 🙂 The meals and entertainment deduction has been tweaked so often that it’s difficult for business owners to know which deductible and disallowed expenses. Here are some meal expense categories you might be...

We specialize in all kinds of Financial Services. Accounting, Tax and Financial Planning for Individuals and Businesses.


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Clients Worldwide


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Years in Consulting

Palma Financial

Palma Financial Services
Miguel Palma
111 Deerwood Road, Suite 200
San Ramon, CA 94583

Palma Financial Services
Miguel Palma
931 10th Street Suite 708
Modesto, CA 95354

Call Us

Tel: (925) 307-5454

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