Palma Financial Services

Dedicated Tax Planning & Financial Guidance

Palma Financial Services empowers individuals and businesses to achieve financial security through personalized tax planning, accounting, and financial advisory services. Founded on the principles of integrity, transparency, and collaboration, we are passionate about helping our clients maximize their financial potential and navigate the complexities of the ever-changing financial landscape.

Tax Planning & Advisory

• Develop customized tax strategies to minimize your tax burden and maximize your savings.
• Identify tax-advantaged opportunities through income diversification and asset allocation.
• Navigate state and federal tax regulations with confidence.

Tax Preparation

• Personalized income tax preparation for individuals and businesses.
• Comprehensive review of your financial situation to ensure accuracy and completeness.
• Electronic filing for maximum efficiency and security.

Accounting & Financial Services

• Comprehensive accounting services for businesses, including bookkeeping, financial statements, and budgeting.
• CFO services to help you manage your finances, assess financial health, and make strategic decisions.

Our Clients

Palma Financial Services serves a diverse clientele, including individuals, entrepreneurs, small businesses, and multinational corporations. We understand the unique financial needs of each client and tailor our services accordingly.

Leadership & Expertise

Our founder, Miguel A. Palma, is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with over two decades of experience in accounting, taxation, and finance. His expertise and leadership have earned the trust and loyalty of clients across Northern California.

Our Commitment

We are committed to:

• Providing personalized and responsive client service.
• Maintaining the highest ethical standards and confidentiality.
• Delivering practical and actionable financial solutions.
• Building trusted and lasting relationships with our clients.

Contact Us Today

To explore how Palma Financial Services can help you achieve your financial goals, contact us today for a complimentary consultation. We look forward to partnering with you on your journey to financial success!