Palma Financial Services, Inc.
Introduction
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.
Projects and media
5 photos
Projects and media
5 photos
Reviews
Good 4.1
40 reviews
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Read reviews that mention:
Past Customer
Jul 23, 2024
·
From Google
From Google
I have been working with Miguel, Pedro, and Jasmine at Palma Financial Services for the past year to get my taxes caught up. I was in a difficult spot being three years behind on filing, but this team stepped up to tackle the job. Miguel led the way as my CPA, but it was Pedro and Jasmine who really rolled up their sleeves to get me organized and file everything.They took the time to understand my full financial situation and recommend the best strategies. Pedro and Jasmine were so knowledgeable - they anticipated any questions from the IRS and knew exactly how to position things on my returns. Getting three years of taxes done in a single year was no small feat, but this team at Palma Financial Services made it seamless. They communicated every step of the way and were always available by phone or email.I can't recommend Miguel, Pedro, and Jasmine at Palma Financial Services enough. If you need expert help getting your taxes or business finances in order, this is the team to trust. Their talent and dedication to customer service is second to none. They freed me from a stressful tax situation and have given me peace of mind moving forward. I know my financial future is in great hands with Palma Financial Services.
Past Customer
Dec 23, 2023
·
From Google
From Google
A polished, polite and professional organized team.I was thankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year.They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldnt remember the last time I got a refund! I always owed something when working with other financial professionals.Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of managing these aspects of my business.If you own a business and have your financial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.
Palma Financial Services, Inc.'s reply
Frank, we're so glad we could be there for you when other firms were booked solid. Stories like yours remind us why we love what we do—helping businesses like yours thrive.
It sounds like all those strategy sessions and late-night number crunching really paid off! Seeing you get a tax refund after always owing is the kind of win that makes us happy. We wish you all the best in your future endeavors.
Past Customer
Apr 4, 2024
·
From Google
From Google
I have been working with Palma Financial for years now and had nothing but a great experience. Their team is very knowledgeable and responsive. Thanks for all your hard work guys!
Palma Financial Services, Inc.'s reply
Kyler, it makes our day to hear you've had nothing but great experiences with us over the years. Your kind words about our team's knowledge and responsiveness are truly appreciated! We're especially grateful to have been a part of your personal and business growth during this time. Your success is our success! We look forward to continuing to provide you with exceptional service for years to come!
Past Customer
Sep 16, 2021
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From Google
From Google
He was knowledgeable and really took his time explaining and answering my questions
Palma Financial Services, Inc.'s reply
Thank you so much for your kind words. We really appreciate you taking the time out to share your experience with us. We count ourselves lucky for customers like you. We look forward to working with you again in the future!
Past Customer
Jul 4, 2023
·
From Google
From Google
Relentless e-mail spammers. I have no affiliation with this company, yet I received numerous e-mails from "Miguel from Palma Financial Services" (verbatim of FROM field) containing slimy marketing solicitiations. Avoid this company!
Credentials
License
License Type: CPA – Certified Public Accountant (CA)
License verified on 8/9/2024
Background Check
Miguel Palma