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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 Plans
  • 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. Call now or visit our Dublin, CA CPA firm for a free consultation.

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Become a CTEC Registered Tax Preparer (CRTP) and discover the benefits of starting your own tax business. Learn more about our classes here.

CTEC Training

Download Palma Financial Services’ White paper: 89 Schools that Meet 100% of Financial Needs for students and parents!

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Recent Blogs

Real Estate Investors Utilize Infinite Banking Concept

Real Estate Investors Utilize Infinite Banking Concept Whether using this strategy for down payments or entire property purchases, the infinite ...
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How An S-Corp Can Benefit Your Business

TL;DR Palma Financial Services, Inc. recommends the S Corp (vs C Corp) to avoid self employment and minimize income taxes ...
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