Business Owners: Learn if a Defined Benefits Plan is Right for You Business owners who want to take advantage of the new 20 percent qualified business income (QBI) deduction under the 2017 tax law may want to consider having not only defined contribution retirement plans, such as 401(k) plans, but also defined benefit plans similar[...]
2017 & 2018 Taxes: Make Sure to Report Your Bitcoin Transactions: $20,000 Threshold Bitcoin and Taxes: Coinbase is Complying with the IRS’s Reporting Requirements. Remember to Report Your Bitcoin Transactions. Tax consequences from the sale and trade of bitcoins vary around the world, U.S. taxpayers must treat bitcoins and other “convertible” virtual currency as capital[...]
Do You Wish Your IRS Problems Would Just Go Away? Have you received a notice from the IRS only to leave it on your kitchen counter, desk, or worse, just hide it under a stack of bills? Are you afraid to even open the letter from the IRS? Unfortunately, those letters from the IRS will[...]
The Tax Reform & Tax Rate Changes You Should Know On December 20, the House approved H.R. 1, the “Tax Cuts and Jobs Act,” the sweeping tax reform measure, by a vote of 224 to 201. The Senate had passed the measure, as revised to address some procedural complications, the night before, and the bill[...]
2018 Tax Reform Outlook The Republicans are coming off a win with the historic year end passage of their Tax Cuts and Jobs Act. However, there won’t be much time for them to rest on their laurels as there is a lot that Congress needs/wants to get done before the inevitable slow-down that will occur[...]
Palma Financial Services, Inc. review summary
5
on Facebook,Jun 11, 2018Cayla
Awesome business! Very helpful!
5on Google,Apr 27, 2018Charles
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
5on Google,Mar 28, 2018Len
A great place to learn about college planning, Miguel provides excellent service. I highly recommend Palma Financial Services!
5on Google,Mar 28, 2018Michael
Very professional and knowledgeable! Miguel has helped our small business grow through smart decisions and planning!
5on Google,Mar 28, 2018Edward
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!
5on Facebook,Mar 10, 2018Len
A great place for your financial needs, Miguel is very knowledgable and was able to solve problems I once thought were insurmountable. Without saying much more I highly recommend Palma Financial.
5on Facebook,Dec 19, 2017Florecita
SON UNA FAMILIA HONORABLE DISPUESTOS A DIRIGIR CUALQUIER NEGOCIO CON HONRADEZ Y TRANSPARENCIA
5on Facebook,Aug 21, 2017Vernon Stephens
Professional, reliable, adjustable financial company that goes above and beyond while maintaining he cordiality of a family run business. Tax needs and all things financial.
5on Facebook,Aug 05, 2017Mayra
Mr. Palma is an excellent CPA and he always help me for any questions I truly recommend his services
5on Facebook,Jul 31, 2017Marlene
5on Google,Jul 27, 2017Global Office Insurance
5on Google,Jul 27, 2017juan
Best CPA... Highly recommend
5on Facebook,Jul 19, 2017Brett
I have had the pleasure of working with Miguel for many years now. He is a great CPA and cares deeply about his clients. I would highly recommend @palmafinancialservices
5on Facebook,Jul 18, 2017Lucy
Mr. Palma is such a professional individual who inspires every business owner to become the best version of oneself. I wish I could have used his services before. I definitely recommend Palma Financial Services for all your financial planning.
5on Google,Jun 28, 2017Henny
Love to work with Miguel. Professional and knowledgeable. Teams are friendly and cooperative.
