Palma Financial Services, Inc.
$300
Starting price
Responds within a day
Thumbtack Guarantee
If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
Introduction
Since 1998, we've been more than just tax preparers and accountants—we're specialists in Tax Planning that goes beyond mere compliance, strategically maximizing your savings. Our expertise has saved clients anywhere from $37K to $875K+ annually. We stand by our results: if we don't save you 2-3x your investment, we won't take you on as a client. No matter your location, industry, or whether you're a business owner or an individual, we're here to help you navigate your tax challenges. And if you simply need individual, business tax preparation, or comprehensive accounting services, we've got you covered there, too.
Projects and media
5 photos
Projects and media
5 photos
Specialties
Special tax situations
, ,
Reviews
Good 4.1
40 reviews
5
75%
4
3%
3
0%
2
0%
1
22%
Read reviews that mention:
Past Customer
Apr 4, 2024
·
From Google
From Google
I have been working with Palma Financial for years now and had nothing but a great experience. Their team is very knowledgeable and responsive. Thanks for all your hard work guys!
Palma Financial Services, Inc.'s reply
Kyler, it makes our day to hear you've had nothing but great experiences with us over the years. Your kind words about our team's knowledge and responsiveness are truly appreciated! We're especially grateful to have been a part of your personal and business growth during this time. Your success is our success! We look forward to continuing to provide you with exceptional service for years to come!
Past Customer
Jul 4, 2023
·
From Google
From Google
Relentless e-mail spammers. I have no affiliation with this company, yet I received numerous e-mails from "Miguel from Palma Financial Services" (verbatim of FROM field) containing slimy marketing solicitiations. Avoid this company!
Past Customer
Mar 31, 2023
·
From Google
From Google
These guys spam email. I've called and actually set up a "meeting" to get taken off their distribution list. Still get at least 5 emails a week. Would never use them for anything if they can't honor my request to get out of my inbox.
Past Customer
Jan 9, 2023
·
From Google
From Google
Palma Financial Services, Inc.'s reply
Past Customer
Apr 6, 2022
·
From Google
From Google
this company is a scam. They sent batch emails everyday and if you block them they change their email address and send another email with lots of long and suspicious links and attachments. A friend of mine had received same emails from them and had clicked on the link and a few days after that he received bunch of other emails and his inbox became full of scam emails. I also saw some reviews on google that a lot of people have mentioned that they are scam. Do not trust them.
Credentials
License
License Type: CPA – Certified Public Accountant (CA)
License verified on 8/9/2024
Background Check
Miguel Palma