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Why You Need
Palma Financial Services, Inc.

Not just CPAs - We Are Trusted Advisors

Trustworthy Relationship

Palma Financial is best known for being responsive and following through for clients. Our goal is to make it as easy as possible for clients to get the advice and counsel needed, so they can focus on what matters most to them.

We began serving clients 20 years ago with an entrepreneurial spirit, high standards, and solution oriented expertise. we believe that clients benefit the most by having a trusting working relationship with an accountant who provides an independent view to enable better decision making.

Miguel Palma

Easy As Possible

Diversity

Clients come to us, not just from California, but from across the U.S. and around the world. Our client base is diverse, ranging from mature businesses to small, entrepreneurial and growth-oriented companies.

We have earned long-standing, loyal clients among construction companies, high tech startups, real estate investors, concrete companies, manufacturers, health care organizations, real estate firms, family-owned businesses and more.

Going the Extra Mile

Your long-term success matters to us.

The Palma Financial CPA team carefully plans each engagement with you to ensure that you get proven, practical strategies and tactics.

Then we go beyond the typical accounting or tax engagement. We get to know the details of your business, as well as your goals so that we can help you succeed in the longer term.

See how we go that extra mile.

Michael Palma, financial advisor in Dublin

Forward Looking

We are forward looking unlike the backwards looking approach of typical advisors. If you’re ready to work with CPA’s and advisors who will take a real interest in your success, then contact us today.

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