Palma Financial Services, Inc. – A Dublin CPA Firm
At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and closely held 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.
Our services include:
• Annuities
• Bookkeeping
• College Planning
• Financial Planning
• Incorporation Services
• Life Insurance
• Pension Plans
• Retirement Planning
• SMB Strategy
• Tax Planning
• Tax Preparation
• Wealth Management
• Infinite Banking
• Real Estate Taxation
• Capital Financing Strategies
