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A leading Dublin, California based bookkeeping specialist has announced it can provide local clients with expert financial management and tax planning. Palma Financial Services has developed a reputation for excellent service, and is known for its trustworthy, professional team.
More information can be found at: https://mpalma.com
The site explains that Palma Financial Services has been proudly serving clients around San Jose since 1998. The team have helped countless families and business owners with their finances, taking the stress out of tax preparation, wealth management and more.
Palma Financial Services is known as Dublin’s leading tax resolution specialist, and serves as the middleman between the business and the IRS. The team prides themselves on their great service, and is fully committed to ensuring clients get the best in finance management.
A full list of services is provided on the company website and includes college planning, tax minimization, investment management, wealth management, financial planning, and life insurance solutions.
Other services include full service accounting, bookkeeping, business planning, tax packages, retirement planning, cost segregation and more.
In addition to this, the firm provides easy tax resolution services, helping to save the client money and time. Palma will create clients the best plan to ensure they get the resolution they need.
The company states: “At Palma Financial Services, we specialize in accounting, tax and financial planning for individuals and closely held businesses. We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified Personal Financial Specialist with over two decades of wealth and retirement building experience.”
Anyone getting in touch with Palma for the best in bookkeeping services around Dublin, California, can rest assured that they will get great service. Working with the accounting experts mean that the client and their staff are free to do what they do best: focusing on the business.
Interested parties can find out more on the URL above, or get in touch at (925) 307-5454.
Release ID: 438535