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Financial Planning Questionnaire for Individuals and Business Owners

For most of us, tax year 2011 is now history. As we move into tax year 2012 we know that the earlier we start planning the more effective we can be. Whether you’re an individual or a business owner please ask yourselves the following questions regarding your financial future:

1) Did you feel like you overpaid your taxes this year?

2) Did you feel like your accountant could have done a better job for you?

3) Does your CPA not return your calls promptly?

4) Does your CPA disappear for long periods of time?

5) Do you only see your CPA during tax season?

6) Do you wish your CPA was proactive in minimizing your income taxes?

7) Is your accountant or tax preparer not a CPA and Financial Planner?

8) Should your CPA be a key member of your business advisory team (Attorney, Banker and Financial Advisor)?

9) Should your CPA direct and coordinate your financial strategies to achieve your tax minimization and wealth building goals?

10) Is it time for a change?

If you answer “YES” to any of these questions above, then you should give us a call immediately. Our initial consultation is FREE. We can arrange to meet at our office at a time that is convenient for you.

Palma Financial Services, Inc is a Full-Service, Year-Round CPA/PFS firm. Founded in 1998, we are located in the East Bay city of Dublin, CA, 94568. We are committed to providing quality services to our clients in a proactive and timely fashion at an affordable cost.

Whether you need accounting, tax planning, financial planning, entity selection, bookkeeping, we can tailor our services into a custom-package that meets your needs. We pride ourselves on our flexibility and our availability, as you should expect from your CPA.

Our Monthly/Quarterly Fixed Fee CPA/ PFS Special Business Owner Package includes:

Financial Planning and Advisory Services

Complete bookkeeping & financial statements (internal use)

Unlimited consultation by email, phone or in our office

Payroll (ADP)

Business income tax returns (Corporation, Partner, Sole Proprietorship or LLC)

Individual income tax returns at FIXED reduced cost

For a No Pressure, No Obligation FREE Initial consultation appointment, please call today at (925) 307-5454.

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