
Miguel Palma is not your ordinary CPA or financial advisor. Miguel works to exceed the expectations of his clients by addressing their needs as if they were his own. He devotes much of his practice to serving real estate professionals, investors and brokers s alike because their needs closely mirror his background and the character of his own business. With an extensive understanding of what the small to medium and independent business owner needs, Miguel utilizes his professional training and acumen to strive to lead his clients to financial wellness. Since 1998, Palma Financial Services, Inc. has helped countless families and businesses get their finances on track with a wide variety of investment and management strategies. Our team of specialists works directly with you: ✔Cost Savings ✔Pay less on taxes ✔Investment and Wealth Management Strategies Miguel A. Palma, CPA, PFS, CGMA 925-307-5454 408-295-4963 http://mpalma.com Recent Media Appearances: San Francisco CBS Local KPIX5 http://sanfrancisco.cbslocal.com/video/3353290-super-bowl-players-face-steep-state-jock-tax/ CBS KPIX5 http://sanfrancisco.cbslocal.com/video/3353290-super-bowl-players-face-steep-state-jock-tax/
nationallife.com
deloitte.com
bpm.com
pennmutual.com
San Francisco Bay Area
Chief Tax Planning Strategies and Virtual CFO
Palma Financial Services, Inc.
• www.linkedin.com/company/palma-financial-services-inc.
• Self-employed
Apr 1998 - Present
San Francisco Bay Area
Founder
Palma Financial Services, Inc.
• www.linkedin.com/company/palma-financial-services-inc.
May 1998 - Present
Chief Vision Officer
Palma Financial Services, Inc.
• www.linkedin.com/company/palma-financial-services-inc.
Apr 1998 - Present
Principal
Palma Financial Services, Inc./ Miguel Angel Palma, CPA/PFS
• www.linkedin.com/company/palma-financial-services-inc.
Jan 1998 - Present
Dublin, CA
IRS Problem Solver
Palma Tax Resolution
Apr 1998 - Present
San Francisco Bay Area
Co-Founder and Executive Partner
Pawpeeps, Inc.
May 2018 - Present
SF Bay Area, California