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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
  • 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

Learn how to pay less for your children’s education with our College Planning Now seminars and consultation services!

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Learn more about tax resolution with Palma Financial Services, Inc.

7 Secrets the IRS Doesn’t Want You To Know

 
 
 
 

Recent Blogs

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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Palma Financial Ideas

Why Do I Need A Tax Innovator — Not Just A Preparer?

Why Do I Need A Tax Innovator — Not Just A Preparer? Where a preparer organizes and gets something ready, ...
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