Our Services

We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience.

Full personal and business accounting services provided by expert CPAs with complete transparency. AICPA member with PFS designation.

Our bookkeeping service is trustworthy and reliable, the first step in business tax savings. Rely on us to do it right. We remove the stress.

Full financial planning, incorporation services, trademark registration, and registered agent services. We protect your business needs.

College funding plans that cover more than tuition alone. Save time & money as we simplify the complexity of college planning.

Life Insurance for college planning, supplemental income, pension plans, asset protection, tax free growth, and distributions.

Comprehensive and flexible retirement planning, including 412(e)(3), IRA plans and other sophisticated options.

Assisting with Federal and State returns. We are here to help with interpretation, guidance, and resolution of tax letters.

Comprehensive business, individual tax preparation and minimization strategies by experirenced CPAs commited to saving you money.

Our bookkeeping service is trustworthy and reliable, the first step in business tax savings. Rely on us to do it right. We remove the stress.

Thank you for your interest in Palma Financial Services. Please fill out the call back form to ask a any question. We will get back to you with 1-2 business days.