by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 18, 2023 | Webinar, Accounting Services, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy
In just 1 hour, we’re going live with our webinar, “Is Your Tax Bill Bigger than Your Christmas List? Tax Planning Strategies to Implement Before December 31.” Don’t miss out on these: Last-minute tactics to reduce your 2023 tax bill in the...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 17, 2023 | Accounting Services, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy, Webinar
My name’s Miguel Palma, and I’m pulling out all the stops for this final event of the year: “Is Your Tax Bill Bigger than Your Christmas List? Tax Planning Strategies to Implement Before December 31.” But before we dive into the...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 11, 2023 | Webinar, Accounting Services, Financial Services, Tax Assessment, Tax Deductions, Tax Planning, Tax Strategy
Did your CPA just tell you, “2023 taxes are toast?” Please don’t believe it! We just helped a client who signed with us in the first week of December to save $39,000 in taxes. It took a lot of effort and teamwork, but it was possible!Β YOU can be...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 24, 2023 | Accounting Services, Tax Strategy
Miguel Palma CEO, CPA, PFS, CGMA, Tax Advisor & Founder of Palma Financial Services Miguel’s accounting journey began at 18, and he quickly climbed the ranks at firms like Deloitte, PwC, and Levi Strauss & Co. His goal? To help folks like you save income...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 2, 2023 | Accounting Services, Tax Planning
We want to explain the essential practice of guardianship accounting. It’s all about managing the money for people who can’t do it themselves, like those who are too young or unable to care for their finances. Guardianship accounting means keeping detailed...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 14, 2023 | Tax Assessment, Accounting Services
π·ππ©βπ§βπ¦Β This Mother’s Day, we want to express our heartfelt appreciation for the love, care, and sacrifices you make every day.Β π©βπ§βπ¦ππ· Our firm is privileged to have mothers who bring a unique perspective and invaluable experience to our workplace. We...