About

About Us

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:

  • Annuities
  • Bookkeeping
  • 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.

Miguel Palma, Owner/Founder – Palma Financial Services, Inc.

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.

Our fiduciary responsibility to you is of the utmost importance to our firm. By investing with us you can rest assured that we will work tirelessly with you to design a tax and financial strategy that is customized for your particular situation.

Your continued success is paramount to our success. Many of our clients are referrals from our existing client base, and our objective is to continue building more positive and lasting relationships.

Palma Financial Services, Inc. is a bilingual firm also active in the Hispanic community, assisting individuals, businesses and young entrepreneurs. As a family-owned business, all who walk through our doors are treated with respect and without judgment.

 

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