{"id":7419,"date":"2020-11-19T17:32:09","date_gmt":"2020-11-19T17:32:09","guid":{"rendered":"http:\/\/palma.youngcompany.dev\/?page_id=7419"},"modified":"2021-02-17T20:04:14","modified_gmt":"2021-02-17T20:04:14","slug":"tax-package","status":"publish","type":"page","link":"https:\/\/palma.youngcompany.dev\/service\/tax-package\/","title":{"rendered":"Tax Package"},"content":{"rendered":"<div id=\"cs-content\" class=\"cs-content\"  >\n<div class=\"e7419-1 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=\"e7419-2 x-grid x-container max width\" >\n    \n<div class=\"e7419-3 x-cell\" >\n    \n<div class=\"e7419-4 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 Package<\/h1><\/div><\/div><\/div>\n  <\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7419-5 x-section\" >\n      \n<div class=\"e7419-6 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-7 x-col\" >\n    \n<div class=\"e7419-8 x-row cfo-margin-top\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-9 x-col\" >\n    \n<span class=\"e7419-10 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/cfo-hand-blocks-coin-stack.jpg\" width=\"1038\" height=\"1038\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n\n<div class=\"e7419-11 x-col  x-hide-sm x-hide-xs\" >\n    \n<div class=\"e7419-12 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-13 x-col\" >\n    \n<span class=\"e7419-14 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/cfo-tax-relief-calcultor-teamwork.jpg\" width=\"1038\" height=\"1038\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n\n<div class=\"e7419-15 x-col  x-hide-sm x-hide-xs\" >\n    \n<div class=\"e7419-16 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-17 x-col\" >\n    \n<span class=\"e7419-18 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/cfo-hedge-stats-up.jpg\" width=\"1038\" height=\"1038\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7419-19 x-section\" >\n      \n<div class=\"e7419-20 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-21 x-col\" >\n    \n<div class=\"e7419-22 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 Packages<\/h2><\/div><\/div><\/div>\n\n<div class=\"e7419-23 x-text body-copy\" >\n  If you're ready to take the guesswork out of your taxes, and save money along the way, then our tax planning services are what you need.<\/div>\n\n<a class=\"e7419-24 x-anchor x-anchor-button c-heading\" tabindex=\"0\" href=\"http:\/\/palma.youngcompany.dev\/appointment-booking\/\" 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=\"e7419-25 x-section\" >\n      \n<div class=\"e7419-26 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-27 x-col\" >\n    &nbsp;  <\/div>\n\n<div class=\"e7419-28 x-col\" >\n    \n<div class=\"e7419-29 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\">Why Hire Palma Financial?<\/h2><\/div><\/div><\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7419-30 x-section\" >\n      \n<div class=\"e7419-31 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-32 x-col\" >\n    \n<div class=\"e7419-33 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-34 x-col\" >\n    \n<span class=\"e7419-35 x-image\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2019\/11\/cfo-for-hire-focused.png\" width=\"1200\" height=\"1200\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n  <\/div>\n<\/div>\n  <\/div>\n  <\/div>\n\n<div class=\"e7419-36 x-col\" >\n    \n<div class=\"e7419-37 x-text body-copy\" >\n  Palma Financial Services, Inc. was founded around the principle of using a proactive approach to tax planning. We start with a thorough review of past tax filings, current financial statements, and future. Any mistakes and missed opportunities are identified, and then a plan to rectify and take full advantage of every possible tax strategy relevant to each client's unique situation is presented.<\/div>\n  <\/div>\n<\/div>\n  <\/div>\n\n<div class=\"e7419-38 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-39 x-col\" >\n    &nbsp;  <\/div>\n\n<div class=\"e7419-40 x-col\" >\n    &nbsp;  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7419-41 x-section\" >\n      \n<div class=\"e7419-42 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-43 x-col\" >\n    \n<div class=\"e7419-44 x-text body-copy\" >\n  \n<\/div>\n  <\/div>\n\n<div class=\"e7419-45 x-col\" >\n    \n<div class=\"e7419-46 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-47 x-col\" >\n    \n<span class=\"e7419-48 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=\"e7419-49 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-50 x-col\" >\n    &nbsp;  <\/div>\n\n<div class=\"e7419-51 x-col\" >\n    \n<div class=\"e7419-52 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\">The Support You Need today for Tomorrows Vision.<\/h2><\/div><\/div><\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7419-53 x-section\" >\n      \n<div class=\"e7419-54 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-55 x-col\" >\n    \n<div class=\"e7419-56 x-row cfo-margin\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-57 x-col\" >\n    \n<span class=\"e7419-58 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=\"e7419-59 x-col\" >\n    \n<div class=\"e7419-60 x-text body-copy\" >\n  It\u2019s time to scale your vision and put your business into high gear. You are not going to get to the next level unless you bring in more help, and that help starts with a unique Tax Planning Package from Palma Financial.<\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7419-61 x-section\" >\n      \n<div class=\"e7419-62 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-63 x-col\" >\n    \n<a class=\"e7419-64 x-anchor x-anchor-button big-btn\" tabindex=\"0\" href=\"http:\/\/palma.youngcompany.dev\/appointment-booking\/\" >\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=\"e7419-65 x-section\" >\n      \n<div class=\"e7419-66 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-67 x-col\" >\n    \n<div class=\"e7419-68 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\">Why Palma Financial Services, Inc.?<\/h2><\/div><\/div><\/div>\n  <\/div>\n<\/div>\n  <\/div>\n\n<div class=\"e7419-69 x-grid cfo-icons x-container max width\" >\n    \n<div class=\"e7419-70 x-cell\" >\n    \n<div class=\"e7419-71 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=\"e7419-71 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-wage-garnishment.png\" width=\"227.5\" height=\"232\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Removing Surprises<\/h3><p class=\"x-text-content-text-subheadline\">We discuss the pros and cons of each idea or recommendation and decide which strategies to implement and when. When we're done, you walk away with both a clear expectation for your future tax liabilities (we hate tax surprises as much as you do!), as well as documented tax savings that result from our proactive planning process.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7419-72 x-cell\" >\n    \n<div class=\"e7419-73 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=\"e7419-73 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-bank-reconciliation.png\" width=\"227.5\" height=\"232\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Fix Missed Opportunities<\/h3><p class=\"x-text-content-text-subheadline\">We start with a thorough review of past tax filings, current financial statements, and future. Any mistakes and missed opportunities are identified, and then a plan to rectify and take full advantage of every possible tax strategy relevant to each client's unique situation is presented.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7419-74 x-cell\" >\n    \n<div class=\"e7419-75 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=\"e7419-75 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-liens.png\" width=\"227.5\" height=\"231.5\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Tax Minimization<\/h3><p class=\"x-text-content-text-subheadline\">Success rarely happens by luck, rather, planning and preparation are two key components necessary toward realizing a prosperous outcome. When it comes to taxes, we measure success by minimizing or eliminating your income taxes!<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7419-76 x-cell\" >\n    \n<div class=\"e7419-77 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=\"e7419-77 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-assetseizure.png\" width=\"340\" height=\"354.5\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Removing Surprises<\/h3><p class=\"x-text-content-text-subheadline\">If you're ready to take the guesswork out of your taxes, and save money along the way, then our tax planning services are what you need.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7419-78 x-cell\" >\n    \n<div class=\"e7419-79 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=\"e7419-79 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-receivable-garnishments.png\" width=\"227.5\" height=\"231.5\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">Proactive Approach<\/h3><p class=\"x-text-content-text-subheadline\">Palma Financial Services, Inc. was founded around the principle of using a proactive approach to tax planning.<\/p><\/div><\/div><\/div>\n  <\/div>\n\n<div class=\"e7419-80 x-cell\" >\n    \n<div class=\"e7419-81 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=\"e7419-81 x-image x-graphic-child x-graphic-image x-graphic-primary\" >\n  <img src=\"http:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/icon-travel-restrictions.png\" width=\"227.5\" height=\"231.5\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n\n<\/span>\n<div class=\"x-text-content-text\"><h3 class=\"x-text-content-text-primary\">First Time Client Discount<\/h3><p class=\"x-text-content-text-subheadline\">Enjoy peace-of-mind for a low annual fee of: $799 (50% First Time Client Discount)<\/p><\/div><\/div><\/div>\n  <\/div>\n  <\/div>\n    <\/div>\n\n<div class=\"e7419-82 x-section\" >\n      \n<div class=\"e7419-83 x-row x-container max width\" >\n    <div class=\"x-row-inner\">\n<div class=\"e7419-84 x-col\" >\n    \n<span class=\"e7419-85 x-image\" >\n  <img src=\"https:\/\/palma.youngcompany.dev\/wp-content\/uploads\/2020\/11\/armando-m-testimonial.jpg\" width=\"82\" height=\"82\" alt=\"Image\" loading=\"lazy\" >\n<\/span>\n\n<div class=\"e7419-86 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 good CPA should know what youve done, a great CPA gets to know you and what you want to do as well. You not only dont miss major opportunities for tax credits or deductions but you learn how to take a stronger tack toward your goals and dreams. Palma Financial is a great mix of a personable family business that maintains the highest professional standards. If I liked them any better I\u2019d be at the I love you man stage.<\/p><\/div><\/div><\/div>\n\n<div class=\"e7419-87 x-text body-copy\" >\n  Mike B.<\/div>\n  <\/div>\n<\/div>\n  <\/div>\n    <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tax Planning Package Tax Packages If you&#8217;re ready to take the guesswork out of your taxes, and save money along the way, then our tax planning services are what you need. Schedule Your Consultation Today &nbsp; Why Hire Palma Financial? Palma Financial Services, Inc. was founded around the principle of using a proactive approach to tax planning. We start 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 Package | Palma Financial Services<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/palma.youngcompany.dev\/service\/tax-package\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax Package | Palma Financial Services\" \/>\n<meta property=\"og:description\" content=\"Tax Planning Package Tax Packages If you&#039;re ready to take the guesswork out of your taxes, and save money along the way, then our tax planning services are what you need. 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