Our client’s cash flows went through the roof and reached new heights, increasing by 33%! On average, we saved clients anywhere from $37K-875K, which resulted in 2022 a staggering total savings of over:

$36,559,180

Palma Financial is the advisory and proactive tax planning firm you need to build a solid tax plan around your goals to stop overpaying the IRS, with the vision of your business clearly in focus. Proactive Tax planning and advisory are core principles of Palma Financial. We proactively work with you to ensure you take advantage of over 1700 tax deductions, credits, and tax-saving strategies in compliance with the IRS, state, and local tax laws.

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Services We Provide

Tax Planning/ Tax Advisory

Create a custom tax plan expertly tailored to suit your specific needs.

Income Tax Preparation

Ensure your tax returns reflect your actual tax situation.

Accounting

Remote bookkeeping services to meet your professional accounting needs.

Tax Audit Protection

We stand behind our work and provide you peace of mind with our audit protection services.

CFO Services

Hiring a seasoned CFO provides the financial guidance your company needs at every stage.

Save Money With A Tax plan

Your virtual CFO, we help you create a custom tax and financial plan that is expertly tailored to suit your needs. Our services will help you save on taxes, build wealth, and coach you to cut your income taxes and keep more of your income right where it belongs with you.

Tax Advantages for Greater Savings

How often have you asked yourself, “How can I only pay $725 in taxes?!” our experts have the tools to answer this and all your questions.

How can Palma Financial help me?

It can be excruciatingly painful to deal with the IRS. When you hire Palma Financial to build a holistic and proactive tax plan, you are letting an experienced firm relieve you of these duties, so you can get back to focusing on what you do best; running your company. A tax plan with Palma Financial will help you stop you from paying the IRS.

Schedule Your Free Tax Assessment

Representing you with the IRS

Facing the IRS? Let us be your advocates! We’ll strategically and aggressively fight to get the best outcome with your tax situation. Don’t wait – act now!

Here are some of the areas in which we can help:

LOWERING TAX LIABILITIES

A solid tax plan will lower your tax liabilities while staying compliant and proactively ensuring your tax bill stays as low as possible.

RECORD REPORTING AND RETENTION

We submit your income tax returns to the IRS securely. We keep copies of your final tax returns in our secure portal for easy access year round. Our firms keeps your tax records and important documents in our portal should should you ever need them for a loan or an audit.

UNDERSTANDING YOUR TAX BRACKET

The laws around individual and business income taxes change frequently, and we stay up to date with changes in the federal code, all 50 states and US territories, to find the loopholes and keep you compliant.

UNDERSTANDING COMMON MISTAKES

Taxpayers leave millions of dollars on the table yearly because of simple and common mistakes, missing tax deductions, lack of proactive tax planning and most importantly filing income taxes that do not truly reflect their tax situation. We fix this for you to keep you from overpaying the IRS.

DEDUCTIONS VS. CREDITS

Many business owners and wealthy individuals fail to take advantage of over 1500 available credits or deductions when doing their taxes. We will ensure you benefit from all the tax benefits and credits at your disposal.

ITEMIZATION VS STANDARD DEDUCTION

When should you itemize your tax return? When should you take the standard deduction? We take the guesswork out of your taxes and plan accordingly.

“A tax plan doesn’t just help you save money on taxes now; it helps you better plan for the most tax-efficient future possible. You don’t realize how much you need this. Call Palma Financial today. You’re not going to regret it!”