Palma Financial Services, Inc.

At Palma Financial Services, Inc., we help small businesses and individuals in San Ramon and across Contra Costa County get their taxes and finances organized with confidence. Our team works closely with each client to understand their full financial picture, from catching up on past-due tax filings to planning strategies that keep more money in their pocket.

We provide tax preparation and planning, along with ongoing financial consulting, so clients have a steady partner through the year rather than just at filing time. Many of our clients come to us after feeling uncertain or overwhelmed, and we take pride in explaining every step clearly and answering their questions with patience.

Our approach is organized, responsive and personal, and we make it a point to stay in regular contact so that surprises are rare and our clients stay on track. Whether you are a local business owner or a family in the East Bay looking for a team you can trust, we would welcome the chance to help.

Book through our website to get started.