Palma Financial Services, Inc.

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Dublin, CA Accountants
QuickBooks Pro Advisors
CPA, PFS, AICPA, CGMA Designations

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Palma Financial Services, Inc. review summary

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5on Google,Jan 17, 2020
Sarah

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

5on Google,Jan 17, 2020
Ezra

Miguel made me feel at ease and did a great job finishing our taxes quickly and for a fair price. Really appreciated all the care he put into it! Loved that he didn't mind our toddler running around the office also.

4on BirdEye,Jan 07, 2020
felipe

Thank you, Miguel for the great customer service that you and your team provide for me and my wife. We will continue to use your services for years to come.

0on Facebook,Dec 27, 2019
Michael

Miguel and his team at Palma Financial have been great. Miguel took the time to listen, actually listen to what my concerns and needs were. Once he understood he lined out and help me implement and execute a viable plan. I am very pleased and thankful.

5on BirdEye,Dec 23, 2019
Amanda

Miguel & his amazing team at Palma Financial Services will help you understand your current financial and tax situation to see how you can save on taxes and grow your business. Very very knowledgeable team and would recommend to anyone thinking of working with Miguel and his team to definitely give him call and see how they can help you!

5on BirdEye,Dec 22, 2019
Alok

Have been working with Miguel for the last 5 years. Some of his best qualities are. 1. Very patient and listens carefully 2. Detailed and responds to each question while quantifying the issue, with this acumen and vast experience. 3. Concise and time conscious at the same time, leaving no stone un-turned. 4. Reliable, trust worthy and always available for any tax related advice. I referred a few of my colleagues and he never disappoints any of us.

5on BirdEye,Dec 19, 2019
Javier

I walked into Miguel Palma office, feeling hopeless. After talking to him, I felt educated and confident. He then helped me settle my 30k debt with the IRS for only 3k. I owe this man a lot. Thank you, Miguel.

0on Facebook,Sep 10, 2019
Makieh

Loved working with Palma Financial. I suggest paying them a visit with all your accounting business consulting and tax needs!

5on Google,Aug 07, 2019
Isaac

Miguel and his team are wonderful. Thank you for helping our business with our finances and taxes. Miguel went out of his way to provide minimize our taxes as well as resolved 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!

0on Facebook,Aug 03, 2019
Damien

Got a question about taxes for internacional transfres and Palma Financial Serives, Inc cleared all my question and concerns, that was really helpful information for my business, I truly recommend their services

5on Google,Aug 02, 2019
Cejay

What a great group of professionals. They will work your case, keeping you informed the entire time with amazing results.

0on Facebook,Jul 15, 2019
Bryan

In an industry where most professional advisors are backwards looking - reporting on the past, Palma Financial differentiates themselves by proactively helping their clients get to where they are going and achieve their goals.

5on Google,Jul 11, 2019
sal

Palma Financial leads in customer service and the client is always first!

5on Google,Jul 08, 2019
Victoria

"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!"

0on Facebook,Jul 07, 2019
Melanie

Very reliable and accessible, we loved the service that it was provided to us. Excellent