Palma Financial Services, Inc. | San Ramon, CA

  • Service Area: San Ramon, CA
  • Team Size: 9 employees
  • Business Duration: 27 years
  • Call-Out Fee: $500
Palma Financial Services, Inc.

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Credit Card
  • PayPal
  • Zelle

Services Offered

Service needed

  • Annual tax filing
  • Other tax consultation
  • Quarterly tax filing

Filing status

  • Sole proprietorship
  • Partnership
  • C-Corp / Corporation
  • S-Corp
  • Tax-exempt

Annual revenue

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M

Work location

  • I work remotely (phone or internet)
  • My customers travel to me
  • I travel to my customers

About

Since 1998, we've been more than just tax preparers and accountants—we're specialists in Tax Planning that goes beyond mere compliance, strategically maximizing your savings. Our expertise has saved clients anywhere from $37K to $875K+ annually. We stand by our results: if we don't save you 2-3x your investment, we won't take you on as a client. No matter your location, industry, or whether you're a business owner or an individual, we're here to help you navigate your tax challenges. And if you simply need individual, business tax preparation, or comprehensive accounting services, we've got you covered there, too.

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License

    • License Holder: Miguel Palma
    • License Type: CPA – Certified Public Accountant (CA)
    • License number: #69684
    • License verified on 8/9/2024
    • Valid through 9/30/2025

Verification

  • Background Check
    • Miguel Palma
    • Completed on 8/8/2024

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