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. We remove the stress.
Full financial planning, incorporation services, trademark registration, and registered agent services. We protect your business needs.
College funding plans that cover more than tuition alone. Save time & money as we simplify the complexity of college planning.
Life Insurance for college planning, supplemental income, pension plans, asset protection, tax free growth, and distributions.
Comprehensive and flexible retirement planning, including 412(e)(3), IRA plans and other sophisticated options.
Assisting with Federal and State returns. We are here to help with interpretation, guidance, and resolution of tax letters.
Comprehensive business, individual tax preparation and minimization strategies by experirenced CPAs commited to saving you money.
Serving as the middle-man between you and the IRS while resolving tax issues in your favor. Don’t pay more than necessary.
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.
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.
Miguel is wonderful to work with! He is knowledgeable, efficient, and communicative, and we always feel like we’re in good hands.
Miguel made me feel at ease and did a great job finishing our taxes quickly and for a fair price. Really appreciated all the care he put into it! Loved that he didn't mind our toddler running around the office also.
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