Palma Financial Services, Inc.

Palma Financial Services, Inc. services, accounting, and tax resolution. We are an Accounting and San Ramon C.P.A. Our services include:

A) Tax Advisory Services (TAS). D) Case Studies

Palma Financial Services, Inc. – A San Ramon CPA Firm

At Palma Financial Services, Inc., we specialize in tax advisory services, income tax preparation, virtual C.F.O. and a total tax and financial planning firm backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience. a) Tax Planning or Tax Minimization Services
b) I

ncome Tax Preparation:
i. Business
ii. Individuals
c) Retirement Tax Diversification Services
d) Income Tax Representation
B) Client Accounting Services (CAS) +TAS
a) CAS+TAS
C) Tax Audit Protection.

04/11/2026
12/18/2025

Stop panic-calling the IRS. 🛑 If your tax debt is under $50k, you can likely fix it from your phone.

Here is how to set up an IRS payment plan online using the "Online Payment Agreement" tool. It’s faster than calling, approves you automatically for an IRS installment agreement, and gives you up to 72 months to pay.

This video covers:
✅ The $50k limit rule
✅ How to skip the phone lines
✅ Setting up your IRS monthly payment plan

If you are looking for simple tax debt relief, start here.
📲 Book a free tax assessment at mpalma.com (Link Bio.)

12/18/2025

SALARIES ARE FOR SUCKERS. 📉

It sounds harsh, but the tax code proves it. When you work for a salary, the government gets paid first—taking up to 37% plus state and payroll taxes. 💸

That’s why the wealthy (like Buffett & Bezos) take tiny salaries. They know that investing and equity are taxed far less than labor.

The system isn't broken; it's just designed to reward business owners and investors, not employees. If you are a high earner, you need a tax strategy, not just a raise.

👇 Stop overpaying the IRS.

📲 Book a free tax assessment at mpalma.com (Link Bio.)

12/18/2025

"Tipping the IRS" happens when your income grows but your tax setup does not. 📉💰

If you are a high earner, you might be leaving money on the table simply because no one has calculated the difference for you. It’s not about evasion; it’s about updating your strategy to match your success.

We show you what you likely overpaid and what you will lose this year if nothing changes.

Stop the tips. Start the plan.

📲 Book a free tax assessment at mpalma.com (Link Bio.)

Address

111 Deerwood Road
San Ramon, CA
94583

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 10am - 7pm

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