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From humble beginning to the CPA that CPAs and Wharton MBAs turn to.

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CPAs and Wharton MBAs Turn To Us

Certified Public Accountant “CPA” and Personal Financial Specialist “PFS”

Providing a full spectrum of financial management services, ranging from simple bookkeeping and tax preparation to more sophisticated tax structures.

Miguel & Michael Palma - wealth managers in Dublin CA
The reception desk with small business planning materials

Accomplished

Miguel’s passion, knowledge and education have parlayed into the earning of the Personal Financial Specialist (PFS) designation; a credential awarded by the American Institute of Certified Public Accountants recognizing “CPA’s with considerably professional experience in financial planning.”

You Are Family

Call (925) 307-5454 and see why we are the CPA choice for financial success.

Our family of Dublin accountants & financial managers

Searching for financial wellness? It is one thing to ponder this age-old quest but quite another to seek out its resolve. This is the core focus each day in the office of Miguel Angel Palma, Certified Public Accountant “CPA” and Personal Financial Specialist “PFS”. Palma Financial Services, Inc. provides a full spectrum of financial management services, ranging from simple bookkeeping and tax preparation to more sophisticated tax structures.

Miguel Palma

Starting out with a thorough interview to determine what a prospective client wants and considers a measure of success, Miguel then utilizes this information to begin establishing a client relationship centered on reaching short and long term goals. With a strong specialization in niche markets, Miguel uses a host of plans and solutions designed for creating and preserving asset accumulation through tax minimization and asset strategies, pension and life insurance acquisition. Miguel avails himself to his clients with the intent to make them feel as if they have a full-time CEO on staff.

The CPA that CPAs and Wharton MBAs turn to!

Miguel’s financial convictions are so strong that he leads by example. As a result of the real estate tsunami the majority of the real estate industry in Northern California experienced significant financial setbacks, as one can expect the firm’s revenue were adversely impacted as well. Despite the financial setback his firm was able to survive and eventually thrive during the challenging economic times, as a result of his own financial planning and conservative approach to business. Surprisingly, most of his clients that follow his simple strategy to incorporate, draw a regular salary, pay payroll taxes, establish an emergency reserve, fund a retirement plan and live within their means were able to preserve some wealth and most importantly provide for their family during the recession.

Miguel practices what he preaches by following the same steps he advocates for his clients.

Palma Financial Services Proactive Tax Approach

As a young immigrant, Miguel arrived in the U.S. from Nicaragua at the tender age of 11. An astute child, he quickly noted that the pursuit of a higher education would be the ticket to his accomplishment. Despite the many obstacles Miguel faced as an adolescent he did what was required to attain his degree and professional credentials, often working multiple jobs and attending college in the evenings and on weekends.

Following graduation and passing of the CPA examination Miguel went to work with such well-known national accounting firms as Price Waterhouse and Deloitte & Touche. He also worked with local giant Levi Strauss as one of their top financial team members. The experience Miguel gained during those years became part of his strategy for success in advising his clients today. He employs similar strategies normally used by corporate American and scales them to service the independent, small and medium size company. Miguel teaches his clients and in the appropriate situations, encourages the use of his financial pillars: incorporation, Defined Benefit Retirement Plans, and after careful consideration a real estate investment component could serve as a hedge to round up a client’s investment portfolio.

We treat our clients like family!

Miguel’s passion, knowledge and education have parlayed into the earning of the Personal Financial Specialist (PFS) designation; a credential awarded by the American Institute of Certified Public Accountants recognizing “CPA’s with considerably professional experience in financial planning.” Miguel’s educational fervor translates to his practice daily. You will often find Miguel in his greatest element while conducting consultations with clients or delivering an instructional class, professing, “Whether you are a large international corporation or a Realtor, you need to make your money work for you and boost your financial performance.” Miguel believes that an educated consumer will normally make the wisest decisions, therefore more likely to result in the desired outcome. Miguel routinely hosts seminars and is frequently called upon by the media, both print and radio because of his expertise and bilingual proficiency in insurance, annuities, retirement planning, corporate structures, real estate and tax matters. He prides himself in his ability to reach out and assist the Hispanic consumer, which is fast becoming a large consumer in North America.

Dublin accountants and personal wealth managers in the reception room

Call (925) 307-5454 Today!

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