Call Us
(925) 307-5454
Solutions Meets
Personalized Service
to the next level has arrived Palma Financial is the answer
you need to scale your business and execute your vision.
Retirement Specialists,
Business Planning
to makefinancial recommendations and identify
pitfalls with every decision you make.
Tomorrow’s Problems
Proactively Solved.
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.
Talk to a Certified Public Accountant
Are you looking for a qualified Dublin CPA? At Palma Financial Services, we can take care of all your wealth management needs. In fact, our financial planning firm is backed by a certified Personal Financial Specialist (PFS) with over two decades of experience.
Accounting
Our professional Palma Financial team will work directly with management to ensure that all of your financial information is processed accurately and in a timely manner.
Life Insurance
There are many types of personal life insurance available, from term life and whole life to universal and variable life policies. Every insurance policy is a uniquely individual contract with availability dependent...
Tax Planning
Palma Financial is the tax planning firm you need to create a solid tax plan built around your goals, with the vision of your business clearly in focus. Tax planning and preparation are a core principle of Palma Financial...
Retirement Planning
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...
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
2021 Tax Increases and How Tax Preparation Services Can Help
2021 Tax Increases, Latest Bill, Drafted In The House 2021 will see an increase in taxes, but have no fear: tax preparation services can help you navigate the changes and maximize your benefit. In this article, we’ll...
Bookkeeping News: Senate passes $1 Trillion Infrastructure Bill
The Senate passed a significant $1T Infrastructure Bill that snuck in various provisions that may affect you as a business owner. As a result, now more than ever is a great time to double check your bookkeeping. What This Bill Means...
Bookkeeping News: Senate passes $1 Trillion Infrastructure Bill
We have some bookkeeping news. The Senate passed a significant $1T Infrastructure bill. Some of the provisions included, may affect you as a business owner. Here Are a Few Insights Into What This Bill Means For You: Employee Retention...
We specialize in all kinds of Financial Services. Accounting, Tax and Financial Planning for Individuals and Businesses.
0+
Business Served
0k
Clients Worldwide
0+
Rewards and Accolades
0+
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
Email Us
cpa@mpalma.com