palmafinancialservices - Tumblr blog

[palmafinancialservices]

WHAT KIND OF SERVICES CAN I EXPECT WITH PALMA?

Bookkeeping isn’t just reconciliation of numbers. - BANK RECONCILIATION - ACCOUNTS PAYABLE - ACCOUNTS RECEIVABLE - SALES TAX FILINGS - FINANCIAL REPORTING - PAYROLL PROCESSING

[palmafinancialservices]

Palma Financial

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 preparation services backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience.

Our fiduciary responsibility to you is of the utmost importance to our firm. By investing with us you can rest assured that we will work tirelessly with you to design a tax debt relief strategy that is customized for your particular situation. Your continued success is paramount to our success. Many of our clients are referrals from our existing client base, and our objective is to continue building more positive and lasting relationships.

Palma Financial Services, Inc. is a bilingual firm also active in the Hispanic community, assisting individuals small business cpa, businesses and young entrepreneurs. As a family-owned business, all who walk through our doors are treated with respect and without judgment.

[palmafinancialservices]

Do You Need a Significant Tax Deduction?

Defined benefit plans are the way to go for self-employed people that earn $200k+ and want to max their contributions. Is this right for you?

We are here to answer bookkeeping questions via chat, email & phone calls! We cater to small businesses to keep America running with personal service.

[palmafinancialservices]

I Made A Mistake on My Tax Return. What Now?

If you made an error on your tax return, don't worry—there are two easy ways to fix it. Palma Financial can help you avoid the headaches.

Are you interested in learning more about tax preparation services? Let’s discuss more in a strategy session. Book Your Free Tax Assessment Here, 408.295.4963 or 925.307.5454.

[palmafinancialservices]

Are You Worried About An IRS Audit?

If you are enduring or about to endure an I.R.S. audit, you should know how your tax positions stack against the I.R.S. examiners' positions.

Are you interested in learning more about CFO? Let’s discuss more in a strategy session. Book Your Free Tax Assessment Here, 408.295.4963 or 925.307.5454.

[palmafinancialservices]

We Beat The IRS

Lisa and Jimmy got audited by the I.R.S. They had an excruciating meeting with the feds. This is what happened.

Are you interested in learning more about small business cpa? Let’s discuss more in a strategy session. Book Your Free Consultation, 408.295.4963 or 925.307.5454.

[palmafinancialservices]

Your CPA: What Support Do You Need Most?

In these uncertain times, you need bookkeeping who can help with more than basic tax and accounting issues. We can show you the best way forward.

Are you interested in learning more about this? Then, book your tax-free assessment here with our expert CPA team to determine your tax savings with our proven tax planning process.

[palmafinancialservices]

Which Business Expenses are Deductible?

Soon, COVID-19 will be behind us. To help your small business cpa ready, check the table below for which business entertainment expenses are tax deductible.

Are you interested in learning more about this? Then, book Your Free Tax Assessment Here and determine your projected 2021 tax savings.

[palmafinancialservices]

Get Your SBA Increase – Act Now

I’m happy to answer tax preparation services questions you may have and determine if your business qualifies for this outstanding small business loan!

Thank you for your cooperation and understanding. You can also call or text the following numbers to confirm your appointment 408.295.4963 or 925.307.5454

[palmafinancialservices]

You Owe Money to the IRS! Now What?

Solutions to IRS Problems often include filing old tax returns to get you in current compliance with the IRS. IRS will not negotiate with anyone unless they are current with all required filings. This means all income tax returns and tax preparation services, if you have employees.