Business Details
Your Trusted Partner for Tax and Financial Solutions
At Palma Financial Services, we specialize in tax planning, tax preparation, and accounting for businesses and individuals. Our commitment to clients is rooted in over two decades of experience, delivering tailored financial strategies that prioritize tax savings and long-term success. As a bilingual firm, we serve diverse clients, including the Hispanic community, and emphasize respect, transparency, and personalized service. Our team, led by a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), combines deep expertise with a family-owned ethos to build lasting client relationships.We focus on proactive tax planning, IRS compliance, and financial education, empowering clients to make informed decisions. Our track record includes significant tax savings for clients, averaging $38,569 annually, and recognition through client referrals and industry leadership roles. We pride ourselves on accessibility, offering remote services and flexible solutions to meet the evolving needs of individuals and businesses worldwide.
Services
Tax Planning
Tax Preparation
Accounting
Bookkeeping
CFO Services
Tax Audit Protection
Business Tax Services
Individual Tax Services
Financial Planning
Tax Savings Strategies
Highlights and features
- We offer over 20 years of experience in tax and financial planning.
- Our team includes a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
- We provide bilingual services for English and Spanish-speaking clients.
- Our tax planning clients save an average of $38,569 annually.
- We prioritize personalized service and long-term client relationships.
What people say
Professional and knowledgeable
Save thousands in taxes
Friendly and cooperative team
Personalized financial guidance
Highly recommend
Services
Tax Planning
Our tax planning service designs proactive strategies to legally minimize tax liabilities. We analyze your financial situation, optimize deductions, and structure plans tailored to business and personal goals. Clients save an average of $38,569 annually through customized approaches.
Tax Preparation
We handle complex business and individual tax returns with precision. Our team ensures compliance while maximizing refunds through thorough documentation review and strategic filing. Services include quarterly estimated payments and audit-ready reporting.
Accounting
Our accounting services provide accurate financial statements, bank reconciliations, and month-end closing support. We offer remote bookkeeping, payroll processing, and reporting tools to help businesses maintain compliance and make data-driven decisions.
CFO Services
As virtual CFOs, we deliver strategic financial guidance for growth. Services include tax optimization, asset protection, and performance monitoring across revenue, profit, and net worth metrics. We help businesses implement long-term wealth-building strategies.
Tax Audit Protection
We provide comprehensive audit representation and defense for federal and state returns. Our team handles IRS correspondence, resolves disputes, and ensures compliance while minimizing financial exposure during audits.
People
Miguel A. Palma
CPA, PFS
Miguel Palma is a Certified Public Accountant and Personal Financial Specialist with over 20 years of experience. He founded Palma Financial Services in 1998 after working at Deloitte & Touche and Price Waterhouse. He specializes in tax planning, financial strategy, and serving the Hispanic community.
Jasmine Ceja
Onboarding and Engagement Specialist
Jasmine Ceja oversees client onboarding and daily project management at Palma Financial Services. With a background in retail visual merchandising, she brings organizational expertise and client-focused support to tax and accounting engagements.
Gabriel Pineda
Executive Support Specialist
Gabriel Pineda provides client support and tax process assistance at Palma Financial Services. Prior to joining, he worked in Microsoft product customer care and brings a passion for client service and technical problem-solving.
Olga Moreira
Marketing Specialist
Olga Moreira manages marketing initiatives and client communications for Palma Financial Services. She specializes in digital outreach, webinar coordination, and developing educational content to enhance client financial literacy.
Pedro Moreira
Client Success Specialist
Pedro Moreira supports tax planning and client portal operations at Palma Financial Services. He specializes in U.S. tax law and provides technical assistance while ensuring clear communication and report preparation for clients.
Questions
What tax planning services do you offer?
We provide customized tax planning strategies to minimize liabilities, including deduction optimization, entity structuring, and retirement planning for individuals and businesses.
Do you handle both business and individual tax preparation?
Yes, we prepare complex tax returns for businesses and individuals, including quarterly filings, estimated payments, and audit-ready documentation.
What accounting services are included?
Our accounting services include bookkeeping, bank reconciliations, payroll processing, financial reporting, and month-end closing support for businesses of all sizes.
How does your CFO service benefit businesses?
Our virtual CFO service offers strategic financial planning, tax optimization, and performance monitoring to help businesses grow revenue, profit, and net worth.
Do you offer audit protection and representation?
Yes, we provide full audit defense services for federal and state tax returns, including IRS correspondence handling and dispute resolution.
Are your services available remotely?
All our services are available remotely, allowing us to serve clients nationwide through secure digital platforms and virtual consultations.
