{"id":7101,"date":"2020-10-07T22:56:48","date_gmt":"2020-10-07T22:56:48","guid":{"rendered":"http:\/\/palma.youngcompany.dev\/?page_id=7101"},"modified":"2021-02-18T18:36:38","modified_gmt":"2021-02-18T18:36:38","slug":"tax-planning","status":"publish","type":"page","link":"https:\/\/palma.youngcompany.dev\/service\/tax-planning\/","title":{"rendered":"Tax Planning &#038; Preparation"},"content":{"rendered":"<div id=\"cs-content\" class=\"cs-content\"  >\n<div class=\"e7101-1 x-section\" >\n    \n  <div class=\"x-bg\" aria-hidden=\"true\" >\n    <div class=\"x-bg-layer-lower-video\" ><div  class=\"x-video player bg transparent hide-controls autoplay loop muted\" data-x-element=\"x_mejs\" data-x-params=\"{&quot;poster&quot;:&quot;&quot;}\"  ><script type=\"text\/template\"><div class=\"x-video-inner video\/mp4  transparent\"><video class=\"x-mejs has-stack-styles\" preload=\"metadata\" autoplay loop muted><source src=\"\/wp-content\/uploads\/2020\/11\/cfo-cta-bg.mp4\" type=\"video\/mp4\"><\/video><\/div><\/script><\/div><\/div>      <\/div>\n  \n<div class=\"e7101-2 x-grid x-container max width\" >\n    \n<div class=\"e7101-3 x-cell\" >\n    \n<div class=\"e7101-4 x-text c-heading x-text-headline\" >\n  <div class=\"x-text-content\"><div class=\"x-text-content-text\"><h1 class=\"x-text-content-text-primary\">Tax Planning & Preparation<\/h1><\/div><\/div><\/div>\n\n<div class=\"e7101-5 x-text body-copy x-text-headline\" >\n  <div class=\"x-text-content\"><div class=\"x-text-content-text\"><p class=\"x-text-content-text-primary\">Your uniquely tailored business tax plan is centered around the core goals and vision you have for your business.<strong> Palma Financial<\/strong> is in your corner. Let's plan for your future, together.<\/p><\/div><\/div><\/div>\n  <\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-6 x-section\" >\n      \n<div class=\"e7101-7 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-8 x-col\" >\n    \n<div class=\"e7101-9 x-row cfo-margin-top\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-10 x-col\" >\n    \n<span class=\"e7101-11 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/cfo-man-suit-looking-off-stats.jpg\" width=\"1038\" height=\"1038\" alt=\"Looking for a CFO?\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n\n<div class=\"e7101-12 x-col  x-hide-sm x-hide-xs\" >\n    \n<div class=\"e7101-13 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-14 x-col\" >\n    \n<span class=\"e7101-15 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/cfo-1120-man-filling-out.jpg\" width=\"1038\" height=\"1038\" alt=\"CFO Paperwork\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n\n<div class=\"e7101-16 x-col  x-hide-sm x-hide-xs\" >\n    \n<div class=\"e7101-17 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-18 x-col\" >\n    \n<span class=\"e7101-19 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/cfo-man-hand-arrows-up.jpg\" width=\"1038\" height=\"1038\" alt=\"Increase Sales with Palma CFO Service\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-20 x-section\" >\n      \n<div class=\"e7101-21 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-22 x-col\" >\n    \n<div class=\"e7101-23 x-text c-heading x-text-headline\" >\n  <div class=\"x-text-content\"><div class=\"x-text-content-text\"><h2 class=\"x-text-content-text-primary\">How Can We Help You?<\/h2><\/div><\/div><\/div>\n\n<div class=\"e7101-24 x-text body-copy\" >\n  <p>Palma Financial is the tax planning firm you need to build a solid tax plan built around your goals, with the vision of your business clearly in focus. Tax planning and preparation are a core principle of Palma Financial, and we proactively liaison between you and the IRS to ensure you are local, state, and federally compliant with all tax laws.<\/p><\/div>\n\n<a class=\"e7101-25 x-anchor x-anchor-button c-heading\" tabindex=\"0\" href=\"https:\/\/calendly.com\/palma-financial\/accounting-meeting-with-miguel\" target=\"_blank\" >\n\n  \n    <div class=\"x-anchor-content\">\n            <div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\" >Schedule Your Consultation Today<\/span><\/div>          <\/div>\n\n        \n  \n<\/a>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-26 x-section\" >\n      \n<div class=\"e7101-27 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-28 x-col  x-hide-sm x-hide-xs\" >\n    &nbsp;  <\/div>\n\n<div class=\"e7101-29 x-col\" >\n    \n<div class=\"e7101-30 x-text c-heading sm-mobile-center x-text-headline\" >\n  <div class=\"x-text-content\"><div class=\"x-text-content-text\"><h2 class=\"x-text-content-text-primary\"> Why Do I Need A Tax Plan?<\/h2><\/div><\/div><\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-31 x-section\" >\n      \n<div class=\"e7101-32 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-33 x-col\" >\n    \n<div class=\"e7101-34 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-35 x-col\" >\n    \n<span class=\"e7101-36 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2019\/11\/cfo-for-hire-focused.png\" width=\"1200\" height=\"1200\" alt=\"Visioned, Focused, and Meaningful Financial Decision Making\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n\n<div class=\"e7101-37 x-col\" >\n    \n<div class=\"e7101-38 x-text body-copy\" >\n  It doesn\u2019t matter if your are considered wealthy or poor, having a solid and properly upgraded tax plan can mean the difference between tens of thousands of dollars is extra taxes, potential penalties or fees. Even worse, some people face jail time. Don\u2019t risk it. Call us to put together your custom plan.<\/div>\n  <\/div>\n<\/div>\n  <\/div>\n\n<div class=\"e7101-39 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-40 x-col\" >\n    \n<div class=\"e7101-41 x-text c-heading x-text-headline\" >\n  <div class=\"x-text-content\"><div class=\"x-text-content-text\"><h2 class=\"x-text-content-text-primary\">Tax Advantages You Hear About On The News<\/h2><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7101-42 x-col  x-hide-sm x-hide-xs\" >\n    &nbsp;  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-43 x-section\" >\n      \n<div class=\"e7101-44 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-45 x-col\" >\n    \n<div class=\"e7101-46 x-text body-copy\" >\n  <p>How many times have you asked yourself, \u201cHow can I only pay $725 in taxes?!\u201d our experts have the tools to silence your speculations about your tax liability.<\/p><\/div>\n  <\/div>\n\n<div class=\"e7101-47 x-col\" >\n    \n<div class=\"e7101-48 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-49 x-col\" >\n    \n<span class=\"e7101-50 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2019\/11\/michael-palma-financial-advisor-sq.png\" width=\"533\" height=\"533\" alt=\"Michael Palma Financial Advisor\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n<\/div>\n  <\/div>\n\n<div class=\"e7101-51 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-52 x-col  x-hide-sm x-hide-xs\" >\n    &nbsp;  <\/div>\n\n<div class=\"e7101-53 x-col\" >\n    \n<div class=\"e7101-54 x-text c-heading x-text-headline\" >\n  <div class=\"x-text-content\"><div class=\"x-text-content-text\"><h2 class=\"x-text-content-text-primary\">How Can Palma Financial Help Me?<\/h2><\/div><\/div><\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-55 x-section\" >\n      \n<div class=\"e7101-56 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-57 x-col\" >\n    \n<div class=\"e7101-58 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-59 x-col\" >\n    \n<span class=\"e7101-60 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2019\/11\/miguel-cfopage.png\" width=\"533\" height=\"533\" alt=\"CPA San Jose - Miguel Palma\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n\n<div class=\"e7101-61 x-col\" >\n    \n<div class=\"e7101-62 x-text body-copy\" >\n  It can be excruciatingly painful to deal with the IRS. When you hire Palma Financial to build a holistic and proactive tax plan, you are letting an experienced firm relieve you of these duties, so you can get back to focusing on what you do best; running your company. A <strong>tax plan<\/strong> with <strong>Palma Financial<\/strong> will help you in several ways.<\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-63 x-section\" >\n      \n<div class=\"e7101-64 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-65 x-col\" >\n    \n<a class=\"e7101-66 x-anchor x-anchor-button big-btn\" tabindex=\"0\" href=\"https:\/\/calendly.com\/palma-financial\/accounting-meeting-with-miguel\" target=\"_blank\" >\n\n  \n    <div class=\"x-anchor-content\">\n            <div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\" >Schedule Your Consultation<\/span><\/div>          <\/div>\n\n        \n  \n<\/a>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-67 x-section\" >\n      \n<div class=\"e7101-68 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-69 x-col\" >\n    \n<div class=\"e7101-70 x-text c-heading x-text-headline\" >\n  <div class=\"x-text-content\"><div class=\"x-text-content-text\"><h2 class=\"x-text-content-text-primary\">Representing You with the IRS<\/h2><\/div><\/div><\/div>\n  <\/div>\n<\/div>\n  <\/div>\n\n<div class=\"e7101-71 x-grid cfo-icons x-container max width\" >\n    \n<div class=\"e7101-72 x-cell\" >\n    \n<div class=\"e7101-73 x-text x-text-headline has-graphic\" >\n  <div class=\"x-text-content\">\n<span class=\"x-graphic\" aria-hidden=\"true\" >\n\n  \n<span class=\"e7101-73 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-lower-tax-liability.png\" width=\"227.5\" height=\"231.5\" alt=\"Lowering Tax Liabilities\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Lowering Tax Liabilities<\/h3><p class=\"x-text-content-text-subheadline\">A solid tax plan will lower your tax liabilities while staying compliant, and proactively ensure that your tax bill stays as low as possible.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7101-74 x-cell\" >\n    \n<div class=\"e7101-75 x-text x-text-headline has-graphic\" >\n  <div class=\"x-text-content\">\n<span class=\"x-graphic\" aria-hidden=\"true\" >\n\n  \n<span class=\"e7101-75 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-record-reporting-retention.png\" width=\"227.5\" height=\"231.5\" alt=\"Record Reporting And Retention\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Record Reporting And Retention<\/h3><p class=\"x-text-content-text-subheadline\">We report directly to the IRS for you and maintain a strict list of important documents for retention, should you ever need assistance in an audit.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7101-76 x-cell\" >\n    \n<div class=\"e7101-77 x-text x-text-headline has-graphic\" >\n  <div class=\"x-text-content\">\n<span class=\"x-graphic\" aria-hidden=\"true\" >\n\n  \n<span class=\"e7101-77 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-tax-bracket.png\" width=\"227.5\" height=\"231.5\" alt=\"Understanding Your Tax Bracket\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Understanding Your Tax Bracket<\/h3><p class=\"x-text-content-text-subheadline\">The laws around individual and business income taxes change frequently. We stay up to date with all changes in all 50 states and US territories so you stay compliant.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7101-78 x-cell\" >\n    \n<div class=\"e7101-79 x-text x-text-headline has-graphic\" >\n  <div class=\"x-text-content\">\n<span class=\"x-graphic\" aria-hidden=\"true\" >\n\n  \n<span class=\"e7101-79 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-understanding-common-mistakes.png\" width=\"227.5\" height=\"231.5\" alt=\"Understanding Common Mistakes\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Understanding Common Mistakes<\/h3><p class=\"x-text-content-text-subheadline\">Millions of dollars are left on the table each year by taxpayers because of simple and common mistakes. We fix this for you to get you the most money possible.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7101-80 x-cell\" >\n    \n<div class=\"e7101-81 x-text x-text-headline has-graphic\" >\n  <div class=\"x-text-content\">\n<span class=\"x-graphic\" aria-hidden=\"true\" >\n\n  \n<span class=\"e7101-81 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-payroll-processing.png\" width=\"227.5\" height=\"231.5\" alt=\"Deductions vs. Credits\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Deductions vs. Credits<\/h3><p class=\"x-text-content-text-subheadline\">Many business owners and wealthy individuals are not taking the proper credits or deductions when doing their taxes. We will ensure your plan takes every possible advantage at your disposal.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7101-82 x-cell\" >\n    \n<div class=\"e7101-83 x-text x-text-headline has-graphic\" >\n  <div class=\"x-text-content\">\n<span class=\"x-graphic\" aria-hidden=\"true\" >\n\n  \n<span class=\"e7101-83 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-itemization-vs-standard-deduction.png\" width=\"227.5\" height=\"232\" alt=\"Itemization VS Standard Deduction\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Itemization VS Standard Deduction<\/h3><p class=\"x-text-content-text-subheadline\">When should you itemize your tax return? When should you take the standard deduction? We take the guesswork out of your taxes and plan accordingly.<\/p><\/div><\/div><\/div>\n  <\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7101-84 x-section\" >\n      \n<div class=\"e7101-85 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7101-86 x-col\" >\n    \n<span class=\"e7101-87 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/testimonial-terry-m.jpg\" width=\"519\" height=\"519\" alt=\"Terry M.\" loading=\"lazy\" >\n<\/span>\n\n<div class=\"e7101-88 x-text x-text-headline\" >\n  <div class=\"x-text-content\"><div class=\"x-text-content-text\"><p class=\"x-text-content-text-primary\">\"A tax plan doesn't just help you save money on taxes now; it helps you better plan ahead for the most tax-efficient future possible. You don't realize how much you need this. Call Palma Financial today. You're not going to regret it!\"<\/p><\/div><\/div><\/div>\n\n<div class=\"e7101-89 x-text body-copy\" >\n  <p>Terry M.<\/p><\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tax Planning &#038; Preparation Your uniquely tailored business tax plan is centered around the core goals and vision you have for your business. Palma Financial is in your corner. Let&#8217;s plan for your future, together. How Can We Help You? Palma Financial is the tax planning firm you need to build a solid tax plan built around your goals, with &#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":6350,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-blank-4.php","meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v15.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tax Preparer | Tax Preparation Services | Tax Preparer Near Me | Palma Financial Dublin, CA<\/title>\n<meta name=\"description\" content=\"Tax preparation and tax planning services are a core principle at Palma Financial. 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