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General Info

Palma Financial Services, Inc. â?? A Dublin CPA Firm At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and closely held businesses. 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. Our services include: â?¢ Annuities â?¢ Bookkeeping â?¢ College Planning â?¢ Financial Planning â?¢ Incorporation Services â?¢ Life Insurance â?¢ Pension Plans â?¢ Retirement Planning â?¢ SMB Strategy â?¢ Tax Planning â?¢ Tax Preparation â?¢ Wealth Management â?¢ Infinite Banking â?¢ Real Estate Taxation â?¢ Capital Financing Strategies

HoursCLOSED NOW
Regular Hours:
Mon - Sat
SunClosed

Contact Info

Phone:

Main - 925-307-5454

Address:
11840 Dublin Blvd Dublin, CA 94568
Email:

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Categories
Financial Services, Accountants-Certified Public, Accounting Services, Bookkeeping, Financial Planners, Taxes-Consultants & Representatives
Payment Options
insurance
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