Our Mission: Empowering your purpose, providing financial education
Our Vision: Make you feel significant
Ethics & Integrity: Do the right thing
Inspire: Motivate and help others achieve their goals
Educate: Believe in and commit to personal growth development & growth
Lead: Take action & follow through. Persevere & don’t give up. No excuses. How you do anything is how you do everything.
Palma Financial Services, Inc. - A Dublin CPA Firm
At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and closely held businesses. We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience.Our services include:
- College Planning
- Financial Planning
- Incorporation Services
- Life Insurance
- Pension Plans
- Retirement Planning
- SMB Strategy
- Tax Planning
- Tax Preparation
- Wealth Management
Owner and Founder Miguel Palma, CPA/PFS, started the firm in 1998, first in San Jose and currently in Dublin, CA. Miguel and his staff work to exceed the expectations of their clients by addressing their needs as if they were their own.
Miguel devotes much of his practice to serving senior citizens, families, real estate professionals, dentists, independent business owners and real estate investors alike because their needs closely mirror his background and the character of his own business.
With an extensive understanding of what the small to medium and independent business owner needs, Miguel utilizes his professional training and acumen to strive to lead his clients to financial wellness.