Palma Financial Services

Accounting for Legal Practices · California, United States · 1-10 Employees

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Overview

Headquarters

11840 Dublin Blvd, Dublin, California, 9...

Phone Number

(925) 307-5454

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services

About Palma Financial Services

Palma Financial is a certified public accounting firm based in Dublin that specializes in tax planning, tax preparation, and accounting services for families, entrepreneurs, and investors. The firm is dedicated to providing tailored financial strategies and guidance to help clients manage their businesses and optimize tax savings. As a bilingual, family-owned business, Palma Financial is committed to building lasting relationships within the Hispanic community and beyond. With over two decades of experience, the firm aims to ensure the financial success of its clients through personalized service and expertise.Explore more
Palma Financial Services's Social MediaSIC Code 87,872NAICS Code 54,541Show more

Palma Financial Services Org Chart

PhoneEmail
MP
United States flag for contact location.

Strategic Tax Advisory Partner

PhoneEmail
PM
United States flag for contact location.

Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Palma Financial Services

<$5M
1-10
Private
-
1998
MP
Marlene PalmaStrategic Tax Advisory Partner
<$5M
1-10
Private
-
2002
VE
Vera EgbertOffice Manager
<$5M
11-50
Private
-
2015
RJ
Renee JamisonDirector, Operations
<$5M
1-10
Private
<$5M
1998
LC
Lauren CallClient Account Services Manager
<$5M
1-10
Private
-
-
AS
Abi SchmeltzerManager, Operations
Illustration of an envelope

Palma Financial Services Tech Stack

A closer look at the technologies used by Palma Financial Services

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Palma Financial Services

What is Palma Financial Services's official website?
Palma Financial Services's official website is www.mpalma.com
What is Palma Financial Services's Revenue?
Palma Financial Services's revenue is <$5 Million
What is Palma Financial Services's SIC code?
Palma Financial Services's SIC: 87,872
What is Palma Financial Services's NAICS code?
Palma Financial Services's NAICS: 54,541
How many employees does Palma Financial Services have?
Palma Financial Services has 1-10 employees
What industry does Palma Financial Services belong to?
Palma Financial Services is in the industry of: Accounting for Legal Practices, Business Services
What is Palma Financial Services competition?
Palma Financial Services top competitors include: Jeffrey D Ressler, OnTarget CPA, John A Sanchez, Kelley & Chulick
What technology does Palma Financial Services use?
Some of the popular technologies that Palma Financial Services uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Palma Financial Services?
Palma Financial Services contact info: Phone number: (925) 307-5454 Website: www.mpalma.com
What does Palma Financial Services do?

Palma Financial is a certified public accounting firm based in Dublin that specializes in tax planning, tax preparation, and accounting services for families, entrepreneurs, and investors. The firm is dedicated to providing tailored financial strategies and guidance to help clients manage their businesses and optimize tax savings. As a bilingual, f... amily-owned business, Palma Financial is committed to building lasting relationships within the Hispanic community and beyond. With over two decades of experience, the firm aims to ensure the financial success of its clients through personalized service and expertise.Read More

What are Palma Financial Services social media links?
Palma Financial Services Linkedin page Palma Financial Services Twitter page Palma Financial Services Facebook page
Is Palma Financial Services a public company?
Palma Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Palma Financial Services

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