Services - Palma Financial

SERVICES

Tax Advisory + Client Accounting Services

  • Bank Reconciliations & Month End Closed
  • Review AP, AR, Payroll, Expense Tracking
  • Ongoing Meeting Cadences
  • Onboarding & Transition
  • Tax Plan For The Current Tax Year
  • Deduction Review & Strategy Planning
  • Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
  • Retirement Options & Plan To Hit An Extra 1M By Retirement
  • Insurance Review To Protect Assets & Reduce Taxes
  • TCJA, FFCRA, CARES, ARP COVID Relief Bill, BIDEN’S IRA Review For Liability Minimization
  • Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
  • IRS & Court Case References Support Positions
  • Core Strategy Implementation
  • Business Tax Preparation
  • Individual Tax Preparation
  • Quarterly Estimated Payments
  • Quarterly Core Tax Planning & Implementation
  • Quarterly One-on-One Review Tax Position

Tax Advisory Services

  • Tax Plan For The Current Tax Year
  • Deduction Review & Strategy Planning
  • Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
  • Retirement Options & Plan To Hit An Extra 1M By Retirement
  • Insurance Review To Protect Assets & Reduce Taxes
  • TCJA, FFCRA, CARES, ARP COVID Relief Bill, BIDEN’S IRA Review For Liability Minimization
  • Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
  • IRS & Court Case References Support Positions
  • Core Strategy Implementation
  • Business Tax Preparation
  • Individual Tax Preparation
  • Quarterly Estimated Payments
  • Quarterly Core Tax Planning & Implementation
  • Quarterly One-on-One Review Tax Position

Client Accounting Services

  • Bank Reconciliations & Month End Closed
  • Review AP, AR, Payroll, Expense Tracking
  • Ongoing Meeting Cadences
  • Onboarding & Transition