Complete Tax Planning Solutions

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.
05_Home-Page

Accounting

Full personal and business accounting services provided by expert CPAs with complete transparency. AICPA member with PFS designation.

Read more
s_1

Bookkeeping

Our bookkeeping service is trustworthy and reliable – the first step in business tax savings. Rely on us to do it right. We remove the stress.

Read more
sv-2

Business Planning

Full financial planning, incorporation services, trademark registration, and registered agent services. We protect your business needs.

Read more
college_planning_banner

College Planning

College funding plans that cover more than tuition alone. Save time & money as we simplify the complexity of college planning.

Read more
sv-3

Life Insurance

Life Insurance for college planning, supplemental income, pension plans, asset protection, tax free growth, and distributions.

Read more
sv-5

Retirement Planning

Comprehensive and flexible retirement planning, including 412(e)(3), IRA plans and other sophisticated options.

Read more
audit-protection_1_1

Tax Audit Protection

Assisting with Federal and State returns. We are here to help with interpretation, guidance, and resolution of tax letters.

Read more
tax-preparation-service-500x500

Tax Preparation

Comprehensive business, individual tax preparation and minimization strategies by experirenced CPAs commited to saving you money.

Read more
tax-resolution

Tax Resolution

Serving as the middle-man between you and the IRS while resolving tax issues in your favor. Don’t pay more than necessary.

Read more

REQUEST A CALL BACK

Thank you for your interest in Palma Financial Services. Please fill out the
form below to ask a question. We will get back to you
with 1-2 business days.