A PFS/CPA Firm – Palma Financial Services, Inc. adheres to the AICPA’s strict code of professional conduct and ethics. Learn More
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
- 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 and beyond. Call now or visit our Dublin, CA CPA firm for a consultation.
Dublin California’s Certified Tax Resolution Specialist. We serve as the middleman between you and the IRS.
Learn how to pay less for your children’s education with our College Planning Now seminars and consultation services!
Receive A Complimentary E-Book From Us
Learn more about tax resolution with Palma Financial Services, Inc.
Testimonials:
Hablamos Español!
Nuestro equipo esta completamente preparado para atender sus necesidades de impuestos y planificacion financiera en Ingles o Español.
Recent Blogs
Start Your Tax Planning Now For 2018
Read More
Use Cost Segregation To Your Benefit
Read More
Latest Facebook Posts
Our lives are constantly operating at a frenetic pace, and so it’s easy to get caught up in all of the noise and distractions. But if you’re..
