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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

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Miguel A. Palma’s “Real World” Business Strategy For Rewarding Employees

Getting The Ball Moving And Hitting A Reward

“Great things are not done by impulse, but by a series of small things brought together.” -Vincent van Gogh

Early in my career as a manager, I discovered that when one employee receives a reward or bonus, some coworkers could respond with a little resentment or skepticism.

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Tax Planning 2016: Deduct Up to $350K

You’ve built a successful career. Are you building a successful retirement? If there was a way to legitimately deduct $350,000 or more per year from your taxes while funding your secure retirement, would you want to take a look? A Defined Benefit Pension Plan provides for large current tax deductions and very high income in retirement. The business contributes enough money to create a guaranteed income stream for each participant during retirement.

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