Reviews | Palma Financial Services Inc | Dublin, CA


Len Dempsey

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A great place to learn about college planning, Miguel provides excellent service. I highly recommend Palma Financial Services!

Juan Javier Loera

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Best CPA… Highly recommend

Henny Lusiana


Love to work with Miguel. Professional and knowledgeable. Teams are friendly and cooperative.

Kirk Harr


The Palma do a great job Financial Services

Luis P


I am a small remodel incorporated business and Mr. Palma has help me take care of all my accounting needs . Being a one man show i found it difficult working in the field and keeping my accounting and books organized . When I met Mr . Palma , off the bat he inspired confidence and knowledge and he knew exactly what to do to help me with my accounting needs and properly filing my business and personal taxes. Mr. Palma has made it easier for me and my business . I highly recommend him

Gema Smith


Miguel Palma is extremely knowledgeable in his field and has always provided excellent service.

Mike Baeta


Palma Financial is the kind of family operated business that people really appreciate in these days of soulless corporations. Proof that being professional doesnt mean a CPA firm can’t be warm and friendly.I dont think I’ve ever looked forward to meeting with CPA’s before!

Zachery Adam

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I have known Miguel Palma and his firm personally and professionally for 12 years. In those years he has guided our real estate and financial, and tax adventures with expertise. He has a personalized passion for helping people. I’d highly recommend him and his team. Thank you Miguel!

Luis Zambrana


Miguel is devoted to the financial well being of his clients…

Justin Townsend

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My business partner and I came to Miguel at Palma Financial Services, Inc when we were starting our business. He gave us invaluable tax planning, business planning, and some thoughts on setting up defined benefit plans for retirement planning. Thanks again Miguel and the staff. He is the one stop shop for all your financial needs. Don’t hesitate, call him with any question you have.

Edgar A

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Very Professional and honest explanation.

Angela H.

I met with Miguel who looked over my financials for my business and personal, after he analyzed everything he helped me get the disaster relief loan Eidl…


He was knowledgeable and really took his time explaining and answering my questions.

Michael Rose

Very professional and knowledgeable! Miguel has helped our small business grow through smart decisions and planning! Looking forward to 2021 and growing our business even more. A huge Thank You to the team at Palma Financial!

Bardia R.


These guys are Legit! They’ve. Already helped my company secure one Loan and a 15k grant that was awarded to us. Thanks #PalmaFinancial for all of your…

Luke Montoya

Palma Financial has exceeded our expectations. We recently on-boarded with Miguel and his team because we needed a reliable CPA and Bookkeeper and we’re so happy we made this decision. They truly care about us, get the job done and we feel good knowing we have a team of professionals to count on.

Luke M.

Palma Financial has exceeded our expectations. We recently on-boarded with Miguel and his team because we needed a reliable CPA and Bookkeeper and we’re so…

Fernando H.

ms (1)

Palma Financial Services have been my accounts for 2 years. They are very professional and are always available to answer my questions. During the pandemic…

Benny G.

I started using Palma Financial Services about 20 years ago. I am more than satisfied With their work. I consider Miguel his staff and his family good…

Marta M.

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I requested a quote on tax services on a simple task of just reading over my taxes. All other tax services (most with very high yelp ratings) were happy to…

Joy Cardenas

First and foremost, I want to extend my greatest appreciation to Miguel. As tax season was approaching, I was very concerned that I would be owing money this year. Miguel’s hard work and expertise was able to get me a return! He is amazing at what he does and without a doubt has satisfied another customer. At first I was preparing myself to hear the worse news, but was surprised and very happy with what the outcome was. I will definitely continue to use Miguel’s services and recommend him to all my friends. Thank you Miguel for all your hard work and help!

Sarah Jebrock

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Miguel is wonderful to work with! He is knowledgeable, efficient, and communicative, and we always feel like we’re in good hands. -Ezra Fox and Sarah Jebrock

Isaac Park

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Miguel and his team are wonderful. Thank you for helping our business with our finances and taxes. Miguel went out of his way to minimize our taxes as well as resolve our back taxes/IRS problems due to my previous CPA’s errors. I highly recommend Palma Financial Services for their Tax Resolution, Accounting, Bookkeeping, and Financial Planning Services – Thank you Palma Financial team!

Cejay Churchwell

What a great group of professionals. They will work your case, keeping you informed the entire time with amazing results.

sal mendoza

Palma Financial leads in customer service and the client is always first!

Victoria Velasquez Pastran

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Tenía una pregunta financiera internacional y nadie me había podido resolver y en una semana Palma Financial Services me resolvió. Realmente muy eficientes y muy profesionales!

Maria Ramos

La oficina del señor Miguel Palma y su personal , es un lugar confiable para llegar a presentar cualquier tipo de problema ya sea financiero o de impuestos. Sus conocimientos y experiencia en la materia te garantizan una solución pronta y efectiva.

Daniel Chavarria

Miguel Palma and his team were very professional and resourceful. They help my company saving hundreds of dollars in unnecessary tax liability. We will keep working with PFS for years to come.

Ian Welham

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Professional and a deep bench of expertise. They cover all the needs of individuals and businesses. A great experience in every respect.

Ron C.

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I can’t say enough good things about Mr. Palma. He has always been going above and beyond for more than just myself, but my entire family. My parents have…

Jaime Mejia

He is very professional and knows his stuff


Miguel and his team are fantastic!!! I’m extremely picky on who handles my personal finances/taxes and I am so grateful to have found such an amazing team. I highly recommend!!

Zephrina Harris

Professional and knowledgeable company. The staff makes you feel like family. Highly recommended.

Charles Gyamfi

It’s my first time at his office and they received me as family and that’s important.Everyone was great and friendly and I recommend it for all my friends

Edward Blume

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Miguel Palma is a thorough financial expert with decades of experience in working for businesses, business owners, and individuals. His tax work and college planning advisory services are excellent, and he delivers his services professionally and with integrity. Highly recommend!

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