SERVICES - Palma Financial


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.


Full personal and business accounting services provided by expert CPAs


Our bookkeeping service is trustworthy and reliable

Business Planning

Full financial planning, incorporation services, trademark registration

College Planning

College funding plans that cover more than tuition alone.

Life Insurance

Life Insurance for college planning, supplemental income

Retirement Planning

Comprehensive and flexible retirement planning, including 412(e)(3)

Tax Audit Protection

Assisting with Federal and State returns.

Tax Preparation

Comprehensive business, individual tax preparation and minimization

Tax Resolution

Our bookkeeping service is trustworthy and reliable

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