Palma Financial Services is a bilingual, full-service CPA, tax, and accounting firm providing financial planning services to individuals, corporations, and small businesses in the Dublin area. We've been in business since 1998, and whether you’re a single parent in San Jose trying to put a child through college, a home owner in Dublin with a significant tax liability, or a business owner in Pleasanton who needs to fund a pension plan, our expertise will help you navigate a course to financial success. Call now or visit us at our office ... Palma Financial Services is a bilingual, full-service CPA, tax, and accounting firm providing financial planning services to individuals, corporations, and small businesses in the Dublin area. We've been in business since 1998, and whether you’re a single parent in San Jose trying to put a child through college, a home owner in Dublin with a significant tax liability, or a business owner in Pleasanton who needs to fund a pension plan, our expertise will help you navigate a course to financial success. Call now or visit us at our office in Dublin for a zero obligation consultation.
“very happy with Knowledge and the staff able to follow up with us on questions”
R
Reviewer231
Recommended on Jan 31, 2017 9:02 pm
“Great experience, would recommend”
V
Vernon S
Recommended on Dec 14, 2016 6:27 pm
“Miguel and crew have a great knowledge base and educate clients on how to really get the most for their investment dollars.”
A
Alex P
Recommended on Nov 2, 2016 9:26 am
“My junior year in highschool, my father and I were worried about how to pay for college. We went to Mr. Palma and he truly went above and beyond. He helped package our financials so college for me and my siblings was much more financially viable, he set me up with a college planning network to help me personally, and he gave me the opportunity to meet people in my potential field of profession. The customer service was very good, every body at the office was a joy to see every time we went for an appointment. I would definitely recommend Mr. Palma.”
E
Esteban M
Recommended on Sep 29, 2016 4:35 pm
“Most professional, personalized, unbiased advice for my business as well as my financial planning.”
J
Jody T
Recommended on Aug 28, 2016 7:31 pm
“I had been trying to get my old accountant to do an amended return and he kept blowing me off. Mr. Palma got it out same day. Amazing.”
R
Reviewer808
Recommended on Jul 1, 2016 2:38 pm
“Miguel helped us when no other CPA could. We were buying a home, and were required to acquire some expert CPA financial analysis and documentation to ensure our loan was approved. Miguel stepped in and accomplished everything we needed - he was professional, set expectations appropriately so everyone was very clear on expected outcomes - including our bank and loan office - and when he said he would deliver, he did. This included working late hours to meet the deadlines that were so important to us - thank you again to you and your entire team, Miguel! Everyone was incredible!
-- Josh”
R
Reviewer732
Recommended on Jun 16, 2016 5:27 pm
“Miguel, Ashley, and Oscar are absolutely amazing! I walked in looking to file my taxes, and walked out with a much better and cheaper auto/home insurance, a great tax preparation, and even an outstanding life insurance policy! Highly recommend this guys! They will blow you away with their professionalism and ability to help!”
L
Leonardo M
Recommended on May 23, 2016 9:30 pm
“This was the first time I went to an accountant for help with my taxes and he didn’t disappoint. Miguel was so patient and he took all the time to understand my situation and then he provided good advice, tips and guidance.
He and his staff are very courteous and friendly.
I highly recommend Miguel Palma.”
J
Joshua T
Recommended on Apr 21, 2016 11:10 am
“Miguel is a great guy! Gave us fantastic input about his practice for a graduate thesis project.”
R
Reviewer204
Recommended on Apr 9, 2016 1:22 pm
“You feel welcomed with the great energy you experience as soon as you enter the office, good people and oh yes they know what they are doing, 3 years straight of doing business with them and never have I been disappointed, they always go above and beyond with me and the clients have referred to them”
R
Reviewer934
Recommended on Mar 26, 2016 7:19 am
“Everybody was friendly!”
R
Ricardo T
Recommended on Feb 24, 2016 6:45 am
“Miguel has taken care of my family for years and has been tremendous. He and his team is extremely knowledgeable and take care of the relationships they build with their clients.”
Palma Financial Services
11840 Dublin Blvd Dublin, CA94568
(925) 241-5161
Palma Financial Services is a bilingual, full-service CPA, tax, and accounting firm providing financial planning services to individuals, corporations, and small businesses in the Dublin area. We've been in business since 1998, and whether you’re a single parent in San Jose trying to put a child through college, a home owner in Dublin with a significant tax liability, or a business owner in Pleasanton who needs to fund a pension plan, our expertise will help you navigate a course to financial success. Call now or visit us at our office ... Palma Financial Services is a bilingual, full-service CPA, tax, and accounting firm providing financial planning services to individuals, corporations, and small businesses in the Dublin area. We've been in business since 1998, and whether you’re a single parent in San Jose trying to put a child through college, a home owner in Dublin with a significant tax liability, or a business owner in Pleasanton who needs to fund a pension plan, our expertise will help you navigate a course to financial success. Call now or visit us at our office in Dublin for a zero obligation consultation.