Palma Financial Services is a trusted tax planning and accounting firm located in San Ramon, CA. With a team of experienced professionals, they provide tailored tax strategies and financial planning services to both businesses and individuals, helping them save money and achieve their financial goals.
As a bilingual firm actively involved in the Hispanic community, Palma Financial Services prides itself on treating every client with respect and without judgment. With a focus on proactive tax planning and comprehensive tax preparation, their clients have saved an average of $38,569 annually. Backed by a Certified Public Accountant (CPA) and Certified Personal Financial Specialist (PFS), Palma Financial Services is dedicated to ensuring the continued success of their clients.
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