Miguel A. Palma

Our Story

At Palma Financial Services, we're dedicated to providing personalized financial guidance to individuals and businesses, helping them achieve their goals and succeed in a rapidly changing global economy. Our story began decades ago, when our founder, Miguel A. Palma, a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), recognized the need for a more innovative and client-centered approach to financial services.

Our Services

With over two decades of experience in tax planning, tax advisory, and accounting, our team has developed a unique approach to helping our clients navigate the complexities of their financial lives. We specialize in:

• Tax Planning: We create personalized tax plans that minimize tax liabilities and maximize financial savings. Our tax planning strategies have helped our clients save an average of $38,569 annually.
• Tax Preparation: Our experienced team prepares accurate and compliant tax returns for individuals and businesses, ensuring compliance with IRS regulations.
• Accounting: We provide comprehensive accounting services, including financial statement preparation, budgeting, and financial analysis.
• CFO Services: We offer expert financial guidance, providing strategies and solutions for businesses and individuals to manage their finances effectively.
• Bookkeeping: Our reliable and trustworthy bookkeeping services ensure accurate financial record-keeping and Reporting.

What Sets Us Apart

At Palma Financial Services, we're committed to excellence, integrity, and personalized service. Our team is dedicated to building long-term relationships with our clients, providing customized solutions to meet their unique financial needs. We're passionate about helping our clients achieve their financial goals, and we're proud to have served a diverse range of clients, from individuals and small businesses to large corporations and non-profit organizations.

Our Team

Our team consists of experienced professionals, including certified public accountants, certified financial planners, and financial analysts. We're experts in financial planning, tax planning, and accounting, with a deep understanding of the ever-changing financial landscape. Our team is dedicated to staying up-to-date on the latest tax laws, financial regulations, and industry best practices to ensure our clients receive the best possible results.

Our Mission

Our mission is to empower our clients to make informed financial decisions, providing the expertise, guidance, and support necessary to achieve their financial goals. We strive to deliver exceptional service, building long-term relationships and fostering trust through open communication, integrity, and professionalism.