5 Tax Strategies You (And Your CPA) Are Missing

We are grateful to have helped over 13,000 clients proactively plan for their taxes.

For us, taxes are not something you have to deal with once per year. Taxes are involved when you:

  • Sell something you own
  • Purchase something
  • Hire your next employee
  • Start a company
  • Close down a company
  • Send a gift to relatives
  • Decide to donate to charity
  • Invest in retirement
  • And on and on…

Unfortunately, the IRS has not made it easy for you to identify tax savings opportunities when key major life events happen or when financial decisions need to occur.

That’s where our team comes in. My name is Miguel A. Palma, CPA, and I’m the lead Tax Advisor at Palma Financial Services, Inc.

We specialize in helping our clients plan proactively for their taxes and get ahead of the tax bill with the crucial implementation of tax-saving strategies.

We have an excellent gift for you: An E-Book.

The EBook Reveals five core strategies that most, if not all, my clients utilize day in and day out to save money on taxes.

To get your copy, please reply to this email with (Send me the Tax Savings Ebook), and we will get it to you right away.

After you read the e-book, if you have any questions or would like some help on how a specific strategy can apply to your situation, contact us to arrange for a free consultation with one of our team to help you navigate the complex world of taxes.

P.S. If you got some value from this e-book, please email me at cpa@eastbayaccountant.com.

After you dig into the e-book, if you have any questions or would like some help on how a specific strategy can apply to your situation, please set up a free consultation with one of our team experts to help you navigate the complex world of taxes.

Here is the link to schedule your free consultation today.

Would love to hear from you!