Questionnaire - Palma Financial


  • Please provide us with the following information for the preparation of your annual income tax review:
  • MM slash DD slash YYYY
  • Upon submission of this questionnaire, you will be requested to upload a current backup of your accounting system if we do not handle this for you and your most current pay stubs for the year. Please have these files prepared for upload. If you need assistance with this task please complete the information below and contact our office for assistance.
  • If you need to upload files, you will be directed to ShareFile. ShareFile guarantees files are encrypted and that they utilize SSL/TLS protocols. Please visit for details on their security measures
  • Thank you for your assistance in this process. Please contact the office at (704) 544-7600 with any questions you have about the information requested.