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Contact Us FREE CONSULTATION! The financial guidance that your business needs to move
to the next level has arrived Palma Financial is the answer
you need to scale your business and execute your vision.
financial services Dublin, Home CPA, 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.
financial services Dublin, Home Today’s Challenges Alleviated.
Tomorrow’s Problems
Proactively Solved.
Our holistic approach to wealth planning and tax strategy means
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.

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

palma cfo

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...

tax preparation services

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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Clients Worldwide


Rewards and Accolades


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

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