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:
Services We Provide
Tax Planning/ Tax Advisory
Create a custom tax plan expertly tailored to suit your specific needs.
Income Tax Preparation
Remote bookkeeping services to meet your professional accounting needs.
Tax Audit Protection
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.
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
UNDERSTANDING YOUR TAX BRACKET
UNDERSTANDING COMMON MISTAKES
DEDUCTIONS VS. CREDITS
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!”