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.
Want to Book Consultation?
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
Love to work with Miguel. Professional and knowledgeable. Teams are friendly and cooperative.
The Palma do a great job Financial Services
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
Miguel Palma is extremely knowledgeable in his field and has always provided excellent service.
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!
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!
Miguel is devoted to the financial well being of his clients…
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.
Very Professional and honest explanation.
I met with Miguel who looked over my financials for my business and personal, after he analyzed everything he helped me get the disaster relief loan Eidl…
He was knowledgeable and really took his time explaining and answering my questions.
Very professional and knowledgeable! Miguel has helped our small business grow through smart decisions and planning! Looking forward to 2021 and growing our business even more. A huge Thank You to the team at Palma Financial!
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…
Palma Financial has exceeded our expectations. We recently on-boarded with Miguel and his team because we needed a reliable CPA and Bookkeeper and we’re so happy we made this decision. They truly care about us, get the job done and we feel good knowing we have a team of professionals to count on.
Palma Financial has exceeded our expectations. We recently on-boarded with Miguel and his team because we needed a reliable CPA and Bookkeeper and we’re so…
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…
I started using Palma Financial Services about 20 years ago. I am more than satisfied With their work. I consider Miguel his staff and his family good…
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…
First and foremost, I want to extend my greatest appreciation to Miguel. As tax season was approaching, I was very concerned that I would be owing money this year. Miguel’s hard work and expertise was able to get me a return! He is amazing at what he does and without a doubt has satisfied another customer. At first I was preparing myself to hear the worse news, but was surprised and very happy with what the outcome was. I will definitely continue to use Miguel’s services and recommend him to all my friends. Thank you Miguel for all your hard work and help!
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
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!
What a great group of professionals. They will work your case, keeping you informed the entire time with amazing results.
Palma Financial leads in customer service and the client is always first!
Victoria Velasquez Pastran
Tenía una pregunta financiera internacional y nadie me había podido resolver y en una semana Palma Financial Services me resolvió. Realmente muy eficientes y muy profesionales!
La oficina del señor Miguel Palma y su personal , es un lugar confiable para llegar a presentar cualquier tipo de problema ya sea financiero o de impuestos. Sus conocimientos y experiencia en la materia te garantizan una solución pronta y efectiva.
Miguel Palma and his team were very professional and resourceful. They help my company saving hundreds of dollars in unnecessary tax liability. We will keep working with PFS for years to come.
Professional and a deep bench of expertise. They cover all the needs of individuals and businesses. A great experience in every respect.
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…
He is very professional and knows his stuff
Miguel and his team are fantastic!!! I’m extremely picky on who handles my personal finances/taxes and I am so grateful to have found such an amazing team. I highly recommend!!
Professional and knowledgeable company. The staff makes you feel like family. Highly recommended.
It’s my first time at his office and they received me as family and that’s important.Everyone was great and friendly and I recommend it for all my friends
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!