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Plan Life's Journey

Life’s Journey

Let’s plan the journey together!

Palma Financial Services, Inc. is a Dublin CPA firm with a strong client satisfaction focus. We average 4.9/5 star reviews because of our team efforts to exceed our clients’ expectations. Our services include:

  • Accounting
  • Bookkeeping
  • Business Planning
  • College Planning
  • Cost Segregation
  • Life Insurance
  • Retirement Planning
  • Tax Planning
  • Tax Resolution
  • Financial Seminars
  • and more

Pick a service here:


How To Prepare And Minimize Your Taxes Now

2017 Is Almost Over

From CNN:

With little less than four weeks — and just 12 scheduled legislative days left — and the 2018 midterm elections looming, Republicans must not only pass their contentious tax overhaul and avert a government shutdown, but also reauthorize other federal programs that are fraught with politics.

Here at Palma Financial Services, Inc., we pay attention to this stuff so you don’t have to. And when (if) something gets actually passed, we’ll be right here to help you weed through what it might mean for you, your family, and your taxes.


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Trump’s Tax “Reform” Plan Will Hammer Californians

How could any member of the California Congressional Delegation think this plan is good for the Golden State?

Here at Palma Financial Services, Inc., we are mostly concerned about the proposed elimination of deductions for state and local income taxes, the capping of property tax deductions at $10,000.00 and the House plan’s limits on mortgage interest deductions. The write-offs are common in high-tax regions, such as the greater San Francisco, Bay Area.


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College Planning Seminar – Nov 9th OR Nov 14 2017

7:30 PM

Free Parking & Light Refreshments

At our complementary seminar, you will learn about:

  • Avoiding scams
  • Doubling or Tripling eligibility for FREE grant money
  • High Income Parents getting tens of thousands of free grant money
  • Avoiding the ONE single costly mistake 91% of parents make
  • Learn the secrets on how admissions officers accept students
  • Learn how to position your child to get accepted
  • How to choose schools offering the BEST financial aid
  • Why an expensive Private University can cost less out-of-pocket than a State College
  • The importance of filing your FAFSA – without a rejection
  • How to increase your college-related tax deductions and tax credits
  • Securing Free Money regardless of net worth or income – 100% Guaranteed


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