Palma Financial Services, Inc. - San Ramon, California

Aaron D.

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.

FRANK N.

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 couldn’t 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.

Joy C.

First and foremost, I want to extend my greatest appreciation to Miguel. As tax season was approaching, I was very concerned that I would be owing money this year. Miguel's hard work and expertise was able get me a return! He is amazing at what he does and without a doubt has satisfied another customer.

At first I was preparing myself to hear the worse news, but was surprised and very happy with what the outcome was. I will definitely continue to use Miguel's services and recommend him to all my friends. Thank you Miguel for all your hard work and help!

Luke M.

Palma Financial has exceeded our expectations. We recently on-boarded with Miguel and his team because we needed a reliable CPA and Bookkeeper and we're so happy we made this decision. They truly care about us, get the job done and we feel good knowing we have a team of professionals to count on.

Isaac P.

Miguel and his team are wonderful. Thank you for helping our business with our finances and taxes. Miguel went out of his way to provide minimize our taxes as well as resolved our back taxes/IRS problems due to my previous CPA's errors.

I highly recommend Palma Financial Services for their Tax Resolution, Accounting, Bookkeeping, and Financial Planning Services - Thank you Palma Financial team!

Zachery A.

I have known Miguel Palma and his firm personally and professionally for 12 years. In those years he has guided our real estate and financial, and tax adventures with expertise. He has a personalized passion for helping people. I'd highly recommend him and his team. Thank you Miguel!

Michael R.

Very professional and knowledgeable! Miguel has helped our small business grow through smart decisions and planning! Looking forward to 2021 and growing our business even more. A huge Thank You to the team at Palma Financial!

Edward B.

Miguel Palma is a thorough financial expert with decades of experience in working for businesses, business owners, and individuals. His tax work and college planning advisory services are excellent, and he delivers his services professionally and with integrity. Highly recommend!