Reviews

Dev Mo

There’s a reason so many people love Miguel and his staff. Truly one resource for expert advice and help with all your financial needs. The thorough process and details are what impressed me the most. Miguel is so easy to talk to and explaining very complicated concepts in a way even my nephew could understand !! Simply remarkable. Miguel, Ashley and the entire staff make you feel like you're family and approach them with anything that is on your mind. Where else can you go to answer any and all questions regarding taxes, retirement planning, and other expert advice ?

Make you feel like family
Palma Financial Services, Inc.
CA
Dublin

At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and closely held businesses. We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience.

Here To Serve You
Nikki W.
CA
San Ramon

I am new to business finance; 2013 was my my first year as an independent distributor so I felt lost trying to do my taxes. I was clueless about where to start, stressed out and on top of it all have VERY limited time… I was a mess.

The entire Palma financial team made this process easy and so comfortable! From the moment I walked in the door I felt very welcome and at ease (uncommon). The team was professional, considerate and accommodating of my time. They were straight forward, to-the-point and still able to teach me a ton about managing my finances. They cleaned me up and sent me on my merry way. The weight of taxes had been lifted!

I’m a really picky person. Based on my time and experience there, Palmer Financial have locked themselves in as my go-to CPA.

THANK YOU TEAM PALMA!

Yelp 5 Star

Professional, Considerate & Accommodating
Jane B.
CA
Hayward

I went to see Mr. Palma about a tax concern I had regarding the sale of my primary residence. He was very knowledgable and was able to answer all of my questions in a very personable and friendly manner. I left his office feeling secure and relieved about my tax situation. Mr Palma is the exception, I agree with the other post about most accountants being dry and cold. Mr. Palma is hospitable and warm and makes you feel that you matter. I highly recommend him to anyone looking for a financial planner or accountant.

Yelp 5 Star

Feels Like You Matter
Teresa H.
CA
Castro Valley

Excellent service and customer service. Miguel is very knowledgeable and he incorporates his tax experience with financial planning. I felt very welcomed and comfortable, and trusting of his expertise. I already have an accounting and finance background, but do not understand some aspects of real estate planning and tax consequences. Miguel was able to walk me through the calculations and gave me options in next steps, as he incorporated his tax expertise with financial planning. I know many CPA’s and I can tell you– Miguel is one of the good ones.

Yelp 5 Star

Excellent Customer Service
Ingrid P.
CA
Walnut Creek

My husband and I hired Mr. Palma for College planning and financial services. He walked us through all the applications and strategies to apply to some of the best colleges and went over a financial plan. He made the whole complicated process go seamlessly and always had time for us for any questions we had. I am proud to say our son got in to one of his top pick colleges and I feel this is due to Mr. Palma’s advice and mentoring. Thank you.

Yelp 5 Star

Seamless
Leonora C.
CA
San Jose

I’m with the Palma tax services since 2005. Customer service is a plus. They do bookkeeping
for me…they are very helpful. He also recommended a tool to incorporate my business to save money…Financial background professional he is the man. As professional in tax matters to share the insurance point of view in his business helps how to leverage the tool for security. Thankful that he is all around the financial biz this will help the people he serves to save more for their own good.

Yelp 5 Star

Customer Service is a Plus
Shirley M.
CA
San Jose

Palma Finantial Services Inc. is a great company. Miguel and his wonderful team are very professional and friendly. The advice and service they provide is the best. I highly recommend this firm to any business or person who needs financial consulting.

Yelp 5 Star

Great Company
Steven C.
CA
Pleasanton

Miguel and his staff are so thorough and pleasant to work with. He helped us with our taxes and did an excellent job with them. His practice is really family friendly. We felt very welcomed and trusted his knowledge in finance. We would definitely refer our friend to him.

Yelp 5 Star

Thorough and Pleasant to Work With
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Reviews

 
 

What some are saying about Palma Financial Services, Inc.

We proudly service the financial needs of the Greater East Bay and Silicon Valley.

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If you have worked with our team for your financial needs, we would love to hear from you. Please take a moment to visit us on your preferred review platform, or send us an email.

 

Steven C. – Pleasanton, CA

Miguel and his staff are so thorough and pleasant to work with. He helped us with our taxes and did an excellent job with them. His practice is really family friendly. We felt very welcomed and trusted his knowledge in finance. We would definitely refer our friend to him.

More on Yelp
 

Shirley M. – San Jose, CA

Palma Finantial Services Inc. is a great company. Miguel and his wonderful team are very professional and friendly. The advice and service they provide is the best. I highly recommend this firm to any business or person who needs Finantial consulting.

More on Yelp
 

Leonora C. – San Jose, CA

I’m with the Palma tax services since 2005. Customer service is a plus. They do bookkeeping
for me…they are very helpful. He also recommended a tool to incorporate my business to save money…Financial background professional he is the man. As professional in tax matters to share the insurance point of view in his business helps how to leverage the tool for security. Thankful that he is all around the financial biz this will help the people he serves to save more for their own good.

More on Yelp
 

Ingrid P. – Walnut Creek, CA

My husband and I hired Mr. Palma for College planning and financial services. He walked us through all the applications and strategies to apply to some of the best colleges and went over a financial plan.He made the whole complicated process go seamlessly and always had time for us for any questions we had. I am proud to say our son got in to one of his top pick colleges and I feel this is due to Mr. Palma’s advice and mentoring. Thank you.

More on Yelp
 

Teresa H. – Castro Valley, CA

Excellent service and customer service. Miguel is very knowledgeable and he incorporates his tax experience with financial planning. I felt very welcomed and comfortable, and trusting of his expertise. I already have an accounting and finance background, but do not understand some aspects of real estate planning and tax consequences. Miguel was able to walk me through the calculations and gave me options in next steps, as he incorporated his tax expertise with financial planning. I know many CPA’s and I can tell you– Miguel is one of the good ones.

More on Yelp
 

Jane B. – Hayward, CA

I went to see Mr. Palma about a tax concern I had regarding the sale of my primary residence. He was very knowledgable and was able to answer all of my questions in a very personable and friendly manner. I left his office feeling secure and relieved about my tax situation. Mr Palma is the exception, I agree with the other post about most accountants being dry and cold. Mr. Palma is hospitable and warm and makes you feel that you matter. I highly recommend him to anyone looking for a financial planner or accountant.

More on Yelp
 

Nikki W. – San Ramon, CA

I am new to business finance; 2013 was my my first year as an independent distributor so I felt lost trying to do my taxes. I was clueless about where to start, stressed out and on top of it all have VERY limited time… I was a mess.
The entire Palma financial team made this process easy and so comfortable! From the moment I walked in the door I felt very welcome and at ease (uncommon). The team was professional, considerate and accommodating of my time. They were straight forward, to-the-point and still able to teach me a ton about managing my finances. They cleaned me up and sent me on my merry way. The weight of taxes had been lifted!

I’m a really picky person. Based on my time and experience there, Palmer Financial have locked themselves in as my go-to CPA.

THANK YOU TEAM PALMA!
More on Yelp