Complimentary Tax Planning Consultation
2018 Tax Reform & Financial Planning Package
Thank you! We will contact you shortly to schedule your complimentary tax consultation for our 2018 Tax Reform & Financial Planning Package.
Tel 1: (925) 307-5454
Tel 2: (408) 295-4963
Financial Planning Package
- 2017 Income Tax Preparation
- Unlimited phone consultations
- Financial Planning
- Retirement Planning
- College Planning
- Business Tax Planning
- Tax Diversification Strategy
- Individual Income Tax Planning
$799 annual fee
Success rarely happens by luck, rather, planning and preparation are two key components necessary toward realizing a prosperous outcome. When it comes to taxes, we measure success by minimizing or eliminating your income taxes!
Palma Financial Services, Inc. was founded around the principle of using a proactive approach to tax planning.
At Palma Financial Services, Inc. we:
- find your wasted tax dollars
- educate you on the cost of mistakes and missed opportunities
- create tax savings for you by implementing IRS-approved strategies.
We start with a thorough review of past tax filings, current financial statements, and future. Any mistakes and missed opportunities are identified, and then a plan to rectify and take full advantage of every possible tax strategy relevant to each client’s unique situation is presented.
We discuss the pros and cons of each idea or recommendation and decide which strategies to implement and when. When we’re done, you walk away with both a clear expectation for your future tax liabilities (we hate tax surprises as much as you do!), as well as documented tax savings that result from our proactive planning process.
If you’re ready to take the guesswork out of your taxes, and save money along the way, then our tax planning services are what you need.
Enjoy peace-of-mind for a low annual fee of: