Palma Financial provides you guidance along with experienced, sound knowledge to allow you to manage your business and implement tax savings strategies. At Palma Financial Services, we specialize in tax planning, tax preparation, and accounting for businesses and individuals. Our responsibility to you is of the utmost importance to our firm. By working with us, you can rest assured that we will work tirelessly with you to design a tax and financial plan that is customized for your particular situation.

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Tax Planning/Tax Advisory

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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's plan for your future, together. 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.

Income Tax Preparation

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If you need income tax services and are looking to get the most possible refund you can from your taxes, then Palma Financial is the place you need. Our clients know they are working with income tax specialists because they get the absolute maximum savings when we do their returns, and it's all 100% legal!

Accounting

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Whatever your goals are as a business owner, Palma Financial Services knows you need a clear picture of your monthly spending to accomplish them. But it can be hard to find the time for regular visits to a traditional CPA office. That's why we offer remote bookkeeping services that are flexible enough to meet all of your professional accounting needs.

Tax Audit Protection

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We aggressively protect your rights, so you don't pay a cent more than you rightfully owe. Don't pay an hourly rate to deal with an IRS audit. Not only is audit protection affordable at a flat fee, but it can save you thousands of dollars. Our team of tax professionals is 100% remote so that we can serve anyone, anywhere in the United States.

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