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(925) 307-5454Customer Reviews
Luke Montoya
Palma Financial has exceeded our expectations. We recently on-boarded with Miguel and his team because we needed a reliable CPA and Bookkeeper and we're so happy we made this decision. They truly care about us, get the job done and we feel good knowing we have a team of professionals to count on.
Marta M.
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...
Joy Cardenas
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!
Sarah Jebrock
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
Isaac Park
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!
Cejay Churchwell
What a great group of professionals. They will work your case, keeping you informed the entire time with amazing results.
sal mendoza
Palma Financial leads in customer service and the client is always first!
Victoria Velasquez Pastran
"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!"
Maria Ramos
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.
Daniel Chavarria
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.
Ian Welham
Professional and a deep bench of expertise. They cover all the needs of individuals and businesses. A great experience in every respect.
Ron C.
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...
Jaime Mejia
He is very professional and knows his stuff
S P
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!!
Zephrina Harris
Professional and knowledgeable company. The staff makes you feel like family. Highly recommended.
Charles Gyamfi
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 👍
Michael Rose
Very professional and knowledgeable! Miguel has helped our small business grow through smart decisions and planning!
Edward Blume
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!
Len Dempsey
A great place to learn about college planning, Miguel provides excellent service. I highly recommend Palma Financial Services!
juan javier loera
Best CPA... Highly recommend
Henny Lusiana
Love to work with Miguel. Professional and knowledgeable. Teams are friendly and cooperative.
Kirk Harr
The Palma do a great job Financial Services
Luis P
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
Gema Smith
Miguel Palma is extremely knowledgable in his field and has always provided excellent service.
Mike Baeta
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!
Zachery Adam
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!
Luis Zambrana
Miguel is devoted to the financial well being of his clients...
Justin Townsend
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.
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