About Miguel Palma

Miguel Palma

Miguel A. Palma is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who has had his own practice in the Northern California (Dublin & San Jose) area since 1998. After graduating from college, he spent six years as an accountant with the national accounting firms of Deloitte & Touche and Price Waterhouse. In private practice, Palma assisted Levi Strauss and Company and their team of accountants through a series of private debt offerings and a restructuring of their worldwide operations.

Miguel Palma served as founding Chairman of the Board of the Greater San Jose Hispanic Chamber, founding Treasurer of the Hispanic Association of Realtors, founding Treasurer and President of the American Association of Hispanic Certified Public Accountants San Francisco and San Jose Chapters, (AAHCPA), respectively and its proud successor the Association of Latino Professionals in Finance and Accountants (ALPFA).

Mr. Palma was chosen to serve on ALPFA's Executive Committee of the Board of Directors responsible for working together with the CEO and Corporate Advisory Board. Its members work in private industry, public accounting, academia, government and regulatory organizations, especially throughout the significant changes executed by the Association during 2001. As a result of the bold moves initiated and implemented by the Executive Committee, the association officially changed its name to ALPFA, achieved a broader membership of students and professionals, and experienced tremendous growth financially, in active membership and chapters.

 ASTPS

During his tenure as Chairman of the Board of the Greater San Jose Hispanic Chamber, he actively worked along with various interest groups (including the White House, U.S. Corporations, and various ambassadors from Central America and the Dominican Republic region) in the lobbying effort to effectively secure the adoption of the United States-Dominican Republic-Central America Free Trade Agreement (CAFTA). On August 5, 2004, the United States signed the U.S- Dominican Republic-Central America Free Trade Agreement (DR-CAFTA) with Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, and the Dominican Republic.

He has also served in leadership positions with the California Association of Certified Public Accountants.

Customer Reviews

I requested a quote on tax services on a simple task of just reading over my taxes. All other tax services (most with very high yelp ratings) were happy to...
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!
Joy Cardenas
Joy Cardenas
Miguel is wonderful to work with! He is knowledgeable, efficient, and communicative, and we always feel like we’re in good hands. -Ezra Fox and Sarah Jebrock
Sarah Jebrock
Sarah Jebrock
Loved working with Palma Financial. I suggest paying them a visit with all your accounting business consulting and tax needs!
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!
Isaac Park
Isaac Park
Tenía muchas preguntas sobre las transferencias internacionales las tarifas y los impuestos a pagar y gracias a palma financial services logre todo mis objetivos me siento muy sastifecho y los puedo recomendar para cualquier consulta
Got a question about taxes for international transfres and Palma Financial Serives, Inc cleared all my questions and concerns, that was really helpful information for my business, I truly recommend their services
What a great group of professionals. They will work your case, keeping you informed the entire time with amazing results.
Cejay Churchwell
Cejay Churchwell
In an industry where most professional advisors are backwards looking - reporting on the past, Palma Financial differentiates themselves by proactively helping their clients get to where they are going and achieve their goals.
Palma Financial leads in customer service and the client is always first!
sal mendoza
sal mendoza
"Tenía una pregunta financiera internacional y nadie me había podido resolver y en una semana Palma Financial Services me resolvió. Realmente muy eficientes y muy profesionales!"
Victoria Velasquez Pastran
Victoria Velasquez Pastran
Very reliable and accessible, we loved the service that it was provided to us. Excellent
Tenía una pregunta financiera internacional y nadie me había podido resolver y en una semana Palma Financial Services me resolvió. Realmente muy eficientes y muy profesionales!
La oficina del señor Miguel Palma y su personal , es un lugar confiable para llegar a presentar cualquier tipo de problema ya sea financiero o de impuestos. Sus conocimientos y experiencia en la materia te garantizan una solución pronta y efectiva.
Maria Ramos
Maria Ramos
Miguel Palma and his team were very professional and resourceful. They help my company saving hundreds of dollars in unnecessary tax liability. We will keep working with PFS for years to come.
Daniel Chavarria
Daniel Chavarria
Professional and a deep bench of expertise. They cover all the needs of individuals and businesses. A great experience in every respect.
Ian Welham
Ian Welham
I can't say enough good things about Mr. Palma. He has always been going above and beyond for more than just myself, but my entire family. My parents have...
He is very professional and knows his stuff
Jaime Mejia
Jaime Mejia
Miguel and his team are fantastic!!! I’m extremely picky on who handles my personal finances/taxes and I am so grateful to have found such an amazing team. I highly recommend!!
S P
S P
Professional and knowledgeable company. The staff makes you feel like family. Highly recommended.
Zephrina Harris
Zephrina Harris
This man really knows his stuff and it's hard to find a better accountant and team.
Thank you so much Miguel.
Awesome business! Very helpful!
It’s my first time at his office and they received me as family and that’s important.Everyone was great and friendly and I recommend it for all my friends 👍
Charles Gyamfi
Charles Gyamfi
Very professional and knowledgeable! Miguel has helped our small business grow through smart decisions and planning!
Michael Rose
Michael Rose
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!
Edward Blume
Edward Blume
A great place to learn about college planning, Miguel provides excellent service. I highly recommend Palma Financial Services!
Len Dempsey
Len Dempsey
A great place for your financial needs, Miguel is very knowledgable and was able to solve problems I once thought were insurmountable. Without saying much more I highly recommend Palma Financial.
SON UNA FAMILIA HONORABLE DISPUESTOS A DIRIGIR CUALQUIER NEGOCIO CON HONRADEZ Y TRANSPARENCIA
Professional, reliable, adjustable financial company that goes above and beyond while maintaining he cordiality of a family run business. Tax needs and all things financial.
Mr. Palma is an excellent CPA and he always help me for any questions I truly recommend his services
I have had the pleasure of working with Miguel for many years now. He is a great CPA and cares deeply about his clients. I would highly recommend @palmafinancialservices
Best CPA... Highly recommend
juan javier loera
juan javier loera
Love to work with Miguel. Professional and knowledgeable. Teams are friendly and cooperative.
Henny Lusiana
Henny Lusiana
Very attractive Facebook ad. Hope someday you have a need for our business and investment valuation services. John O'Scanlon, www.EVAValue.ocm.
Very professional and efficient. Fully prepared for any type of questions regarding my taxes and quick answers.
The Palma do a great job Financial Services
Kirk Harr
Kirk Harr
My husband and I felt that Miguel's recommendations and advise comes from a wealth of experience. Most importantly he conveys good values and genuinely wants what is best for us.
I am a small remodel incorporated business and Mr. Palma has help me take care of all my accounting needs . Being a one man show i found it difficult working in the field and keeping my accounting and books organized . When I met Mr . Palma , off the bat he inspired confidence and knowledge and he knew exactly what to do to help me with my accounting needs and properly filing my business and personal taxes. Mr. Palma has made it easier for me and my business . I highly recommend him
Luis P
Luis P
Miguel Palma is extremely knowledgable in his field and has always provided excellent service.
Gema Smith
Gema Smith
Palma Financial is the kind of family operated business that people really appreciate in these days of souless corporations. Proof that being professional doesnt mean a CPA firm can't be warm and friendly.I dont think I've ever looked forward to meeting with CPA's before!
Mike Baeta
Mike Baeta
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!
Zachery Adam
Zachery Adam
Miguel is devoted to the financial well being of his clients...
Luis Zambrana
Luis Zambrana
Miguel is Awesome!! Lots of experience and always trying to do what's best for his clients.
My business partner and I came to Miguel at Palma Financial Services, Inc when we we starting our business. He gave us invaluable tax planning, business planning, and some thoughts on setting up defined benefit plans for retirement planning. Thanks again Miguel and the staff. He is the one stop shop for all your financial needs. Don't hesitate, call him with any question you have.
Justin Townsend
Justin Townsend

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