Tax Preparation San Jose | Palma Financial Services Inc.
  • Call : (850) TAX FREE or (850) 829-3733

INCOME TAX PREPARATION

Scale your vision and put your business into high gear.
Palma Financial is in your corner. Let’s plan for your future, together.

maximize your tax reduction

If you need income tax services and are looking to get the most possible refund you can from your taxes, then Palma Financial is the place you need. Our clients know they are working with income tax specialists because they get the absolute maximum savings when we do their returns, and it’s all 100% legal!

minimize your liability

Stop paying Uncle Sam more than you have to! We are the premier tax preparation, CPA firm. I take care of my clients when preparing their taxes and make sure they pay the least amount possible! Go on vacation, buy that new car finally, or just put more money in your savings; all of these become possible when you work with us for income tax services.

plan for the year ahead

Income tax preparation must be done every year and it must be done correctly. This means regular quarterly meetings. When I meet with my clients, I coach them on way to meet their financial goals as we talk about how to keep tax bills low and tax refunds high.

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how can Palma Financial help me?

There are numerous ways of ensuring that you stay ahead of the IRS, proactively avoid any potential audits, and strategically position your assets so that moving forward your tax liability REMAINS low, keeping more of your hard-earned cash in your pocket.

BUSINESS & PERSONAL TAXES

We are income tax specialists. That means we don’t just do personal tax returns. We have the capability of preparing and filing even the most complex business tax returns.

PREPARE FINANCIAL STATEMENTS

Accurate and timely financial statements that you can rely on to make future planning decisions. If you don’t know your financial statements, you are wandering in the dark.

AUDIT REPRESENTATION

We are uniquely qualified to represent you should the IRS decide an audit is required. This means you don’t have to worry; we will do all the work!

FUTURE TAX PLANNING

What are you going to do next year about your tax situation? Have you thought about how to proactively lower your tax liability? With Palma by your side, these questions are answered.

ACCOUNTING & BOOKKEEPING

We offer remote bookkeeping services that are flexible enough to meet all of your professional accounting needs.

“For years I looked for a CPA that I could trust and who would look for ways to get my taxes done fast and accurately. When I finally found Miguel Palma, from Palma Financial, I knew my search was over. I’ve been going back for the last 10 years since then!”

Maria Hernandez