Scale your vision and put your business into high gear. Palma Financial is in your corner. Let's plan for your future, together.
Maximize Your Tax Reduction
Minimize Your Liability
Plan For The Road Ahead
How Can Palma Financial Help Me?
There are numerous ways of ensuring that you stay ahead of the IRS, proactively avoid any potential audits, and strategically positioning your assets so that moving forward your tax liability REMAINS low, keeping more of your hard earned cash in your pocket.
Business & Personal Taxes
We are income tax specialists. That means we don’t just do personal tax returns. We have the capability of preparing and filing even the most complex business tax returns.
Prepare Financial Statements
Accurate and timely financial statements that you can rely on to make future planning decisions. If you don’t know your financial statements, you are wandering in the dark.
We are uniquely qualified to represent you should the IRS decide an audit is required. This means you don’t have to worry, we will do all the work!
Valuate Your Business
We also have the qualifications to be able to valuate your business accurately, should you decide you want to sell your business, or for the purpose of attaining credit.
Future Tax Planning
What are you going to do next year about your tax situation? Have you thought about how to proactively lower your tax liability? With Palma by your side, these questions are answered.
Accounting & Bookkeeping
We can also offload your accounting and bookkeeping needs! As a truly one stop shop, you will never have to worry about the finances of your business ever again!
"For years I looked for a CPA that I could trust and who would look for ways to get my taxes done fast and accurately. When I finally found Miguel Palma, from Palma Financial, I knew my search was over. I’ve been going back for the last 10 years since then!”