Call (925) 307-5454 for a Free Consultation!
Palma Financial Services, Inc.
Tax Minimization & Tax Resolution Experts

We are committed to delivering excellence in bookkeeping regardless of your business size.

Tax problems need to be dealt with immediately and efficiently. We stand by your side.

Palma Financial Services, Inc. is the leading tax planner and preparer in Dublin, CA.

What Clients Are Saying
powered by BirdEye
Miguel Palma
Tax Preparation

Palma Financial Services, Inc. is the leading tax planner in Dublin, CA. That’s because we don’t blindly follow the top names in our field, nor do we lump everyone into a few predetermined categories.

Tax Minimization
Honest & Transparent
Friendly Service
Treating You Like Family
Palma Financial Services, Inc.
You and your staff can be free to do the things you do best. Let us do the taxes and bookkeeping.
previous arrow
next arrow

As Seen On

Palma Financial Services, Inc.

Since 1998, Palma Financial Services, Inc. has successfully led the tax planning strategies and tax minimization solutions for families, entrepreneurs, investors and more in Dublin, CA, the Greater East Bay, Silicon Valley and beyond. Our team of specialists customize the best solutions for each individual client— we are not just another tax mill solution. Palma Financial Services, Inc. is the CPA that CPAs and Wharton MBAs turn to for proactive solutions. When you need an accountant from Dublin, CA look no further than Palma Financial Services, Inc.

Wharton MBAs and CPAs turn to us for a reason!

  • Dublin, CA Accountants
  • QuickBooks Pro Advisors
  • CPA, PFS, AICPA, CGMA Designations

Why Choose Us For Tax Relief

The IRS is a financial juggernaut that doesn’t care about the people behind the financial struggles; they simply want their money. At Palma Financial Services, Inc. we help shield our clients from this overbearing government agency to help them overcome financial hurdles and stressful times with years of hands-on tax experience!

Learn More About Tax Relief

Complete Tax Planning Solutions


Full personal and business accounting services provided by expert CPAs with complete transparency. AICPA member with PFS designation.


Our bookkeeping service is trustworthy and reliable – the first step in business tax savings. Rely on us to do it right.

Business Planning

Full financial planning, incorporation services, trademark registration, and registered agent services. We protect your business needs.

College Planning

College funding plans that cover more than tuition alone. Save time & money as we simplify the complexity of college planning.

Life Insurance

Life Insurance for college planning, supplemental income, pension plans, asset protection, tax free growth, and distributions.

Retirement Planning

Comprehensive and flexible retirement planning, including 412(e)(3), IRA plans and other sophisticated options.

Tax Audit Protection

Assisting with Federal and State returns. We are here to help with interpretation, guidance, and resolution of tax letters.

Tax Preparation

Comprehensive business, individual tax preparation and minimization strategies by experirenced CPAs commited to saving you money.

Tax Resolution

Serving as the middle-man between you and the IRS while resolving tax issues in your favor. Don't pay more than necessary.

"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.
Palma Financial Services, Inc. Logo

Latest Blogs

Pick the right credentials

A Review of Major Finance Certifications

Whether to give your career that extra push to get a promotion or to increase your pay, you are probably ...
Read More
5 Tips To Succeed with the CPA Exam

5 Ways to Prepare for the CPA Exam: Best Tips & Tricks

It is harder to pass the Uniform CPA exam than it is to pass the exam to become a doctor ...
Read More

Call (925) 307-5454

We Treat You Like Family

Palma Financial Services, Inc. is the CPA choice for Dublin, Fremont, Hayward, Livermore, Pleasanton, San Ramon, Walnut Creek, The Greater East Bay & Silicon Valley communities.
Close Menu
Translate »
Scroll Up