ABOUT MIGUEL PALMA
Miguel Palma served as founding Chairman of the Board of the Greater San Jose Hispanic Chamber, founding Treasurer of the Hispanic Association of Realtors, founding Treasurer and President of the American Association of Hispanic Certified Public Accountants San Francisco and San Jose Chapters, (AAHCPA), respectively and its proud successor the Association of Latino Professionals in Finance and Accountants (ALPFA).
Mr. Palma was chosen to serve on ALPFA’s Executive Committee of the Board of Directors responsible for working together with the CEO and Corporate Advisory Board. Its members work in private industry, public accounting, academia, government and regulatory organizations, especially throughout the significant changes executed by the Association during 2001. As a result of the bold moves initiated and implemented by the Executive Committee, the association officially changed its name to ALPFA, achieved a broader membership of students and professionals, and experienced tremendous growth financially, in active membership and chapters.
During his tenure as Chairman of the Board of the Greater San Jose Hispanic Chamber, he actively worked along with various interest groups (including the White House, U.S. Corporations, and various ambassadors from Central America and the Dominican Republic region) in the lobbying effort to effectively secure the adoption of the United States-Dominican Republic-Central America Free Trade Agreement (CAFTA). On August 5, 2004, the United States signed the U.S- Dominican Republic-Central America Free Trade Agreement (DR-CAFTA) with Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, and the Dominican Republic.
He has also served in leadership positions with the California Association of Certified Public Accountants.
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Len Dempsey
A great place to learn about college planning, Miguel provides excellent service. I highly recommend Palma Financial Services!
Juan Javier Loera
Best CPA… Highly recommend
Henny Lusiana
Love to work with Miguel. Professional and knowledgeable. Teams are friendly and cooperative.
Kirk Harr
The Palma do a great job Financial Services
Luis P
I am a small remodel incorporated business and Mr. Palma has help me take care of all my accounting needs . Being a one man show i found it difficult working in the field and keeping my accounting and books organized . When I met Mr . Palma , off the bat he inspired confidence and knowledge and he knew exactly what to do to help me with my accounting needs and properly filing my business and personal taxes. Mr. Palma has made it easier for me and my business . I highly recommend him
Gema Smith
Miguel Palma is extremely knowledgeable in his field and has always provided excellent service.
Mike Baeta
Palma Financial is the kind of family operated business that people really appreciate in these days of soulless corporations. Proof that being professional doesnt mean a CPA firm can’t be warm and friendly.I dont think I’ve ever looked forward to meeting with CPA’s before!
Zachery Adam
I have known Miguel Palma and his firm personally and professionally for 12 years. In those years he has guided our real estate and financial, and tax adventures with expertise. He has a personalized passion for helping people. I’d highly recommend him and his team. Thank you Miguel!
Luis Zambrana
Miguel is devoted to the financial well being of his clients…
Justin Townsend
My business partner and I came to Miguel at Palma Financial Services, Inc when we were starting our business. He gave us invaluable tax planning, business planning, and some thoughts on setting up defined benefit plans for retirement planning. Thanks again Miguel and the staff. He is the one stop shop for all your financial needs. Don’t hesitate, call him with any question you have.
Edgar A
Very Professional and honest explanation.
Bardia R.
These guys are Legit! They’ve. Already helped my company secure one Loan and a 15k grant that was awarded to us. Thanks #PalmaFinancial for all of your…
Fernando H.
Palma Financial Services have been my accounts for 2 years. They are very professional and are always available to answer my questions. During the pandemic…
Marta M.
I requested a quote on tax services on a simple task of just reading over my taxes. All other tax services (most with very high yelp ratings) were happy to…
Sarah Jebrock
Miguel is wonderful to work with! He is knowledgeable, efficient, and communicative, and we always feel like we’re in good hands. -Ezra Fox and Sarah Jebrock
Isaac Park
Miguel and his team are wonderful. Thank you for helping our business with our finances and taxes. Miguel went out of his way to minimize our taxes as well as resolve our back taxes/IRS problems due to my previous CPA’s errors. I highly recommend Palma Financial Services for their Tax Resolution, Accounting, Bookkeeping, and Financial Planning Services – Thank you Palma Financial team!
Victoria Velasquez Pastran
TenÃa una pregunta financiera internacional y nadie me habÃa podido resolver y en una semana Palma Financial Services me resolvió. Realmente muy eficientes y muy profesionales!
Ian Welham
Professional and a deep bench of expertise. They cover all the needs of individuals and businesses. A great experience in every respect.
Ron C.
I can’t say enough good things about Mr. Palma. He has always been going above and beyond for more than just myself, but my entire family. My parents have…
Edward Blume
Miguel Palma is a thorough financial expert with decades of experience in working for businesses, business owners, and individuals. His tax work and college planning advisory services are excellent, and he delivers his services professionally and with integrity. Highly recommend!