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.
Complete Tax Planning Solutions
We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience. Our world is at an inflection point, with technology transforming our clients, our profession, and society at large.
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
Why would you prefer a Partnership over an S Corp?
Did you know that a partnership gives you a special allocation as a tax planning tool? For example, Partner 1 had a great year. Partner 1 needs losses to offset his/her income. The partnership decides to do a disproportionately large...
Is Your CPA Liable If You’re Audited?
What happens when you get audited and assessed a penalty by the IRS? Can you sue your accountant? Tax Audit Representation: Ask your accountant if you will have to pay an additional fee for audit representation if you get selected for...
Do you own your business as an S-Corporation tax entity?
And you are still overpaying in taxes. Then this will be the most critical free book you will ever read. Most CPAs and Tax Preparers DO NOT HELP their clients utilize S-Corporation benefits, deductions, and tax strategies. They are too...
We specialize in accounting, tax and financial planning for individuals and businesses.
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Business Served
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Clients Worldwide
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Rewards and Accolades
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Years in Consulting
Palma Financial
Palma Financial Services Inc
11840 Dublin Blvd
Dublin, CA 94568
Call Us
Tel: (925) 307-5454
Email Us
cpa@mpalma.com