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Tax Planning Proactive Approach

Tax Planning Designed To Minimize Your Taxes

Tax Preparation


Our Dublin tax preparation & planning team will develop a minimization strategy tailored for you or your company’s goals for years to come.

Michael Palma, financial advisor in Dublin

Tax Planning Leader

Palma Financial Services, Inc. is the leading tax planner in Dublin, CA. That’s because we don’t blindly follow the top names in our field, nor do we lump everyone into a few predetermined categories.

The truth is, most financial institutions push their CPAs and Personal Finance Specialists to emphasize the funding of today’s “tax write-off” retirement plans. We don’t do this. Our tax planning professionals are more interested in looking at tax class diversification and planning for the uncertainty of the global economic future.

Proactive Guide

As financial planners, we should be educating our clients about what the financial realities of tax deferred investments and how the instant gratification of tax deferment is actually a dangerous investing tool used to seduce some investors.

Our financial planning team works harder to help you understand the full implications of your tax planning decisions, so you can always choose the plan of action that will serve you the best down the road, and for years to come.

Contact the professionals at Palma Financial Services, Inc. to take advantage of our unique approach to retirement funding and avoid a future tax bomb. We offer annual fixed fee packages with full service, year-round, tax, accounting and financial planning services. Book a consultation today

We treat you like family

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