Palma Financial Services

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111 Deerwood Rd Ste 200
San Ramon, CA 94583
At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and 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.

Reviews

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4.034 reviews
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Ron C.
4/28/2019

I can't say enough good things about Mr. Palma. He has always been going above and beyond for more than just myself, but my entire family. My parents have exclusively been working with him for...

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frank n.
12/23/2023

A polished, polite and professional organized team. I was thankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their...

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Michael L.
4/12/2019

What rubbish. First, A professional tax preparer would never demand payment in advance and further more not blame a customer for double booking an appointment. Expressing my dissatisfaction was...

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Sally M.
5/5/2023

Not sure how I got on their email list (apparently a complaint for some negative reviewers on Yelp who I guess don't know how to unsubscribe or block emails), but I would quickly scan their...

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Kevin R.
6/25/2020

Booked a time no show, said he sent a message about a migraine at 3:30 in the morning "Looked like another canned email" canceling appointment. Read reviews so many one stars reviews the 5 stars...

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