Palma Financial Services, Inc.

He was knowledgeable and really took his time explaining and answering my questions
Sep 15th, 2021

Must pay to get his bad reviews removed. He is so shady and does so bad on taxes I was audited by the State of California and the IRS. I wrote a long review back in 2016, but now its gone, look back at all his old reviews they are all 5 stars, not one is a 4,3,2 or 1. That proves how shady he is! He promised to save me money on my taxes and swindled me into getting a pension plan, probably for his commission, which was a bad idea since I had a 70 yr old employee and I had to cancel it later. I also was purchasing a home and needed a letter for my Mtg co. from my CPA, since I was self employed and he refused to write it without me signing another year long contract with him and paying $15,000. I only have personal taxes and an S corp to do, that is a ridiculous price. Hope this saves someone the headache from using him.
Jul 30th, 2021

Very professional and knowledgeable! Miguel has helped our small business grow through smart decisions and planning! Looking forward to 2021 and growing our business even more. A huge Thank You to the team at Palma Financial!
Jun 23rd, 2021

Palma Financial has exceeded our expectations. We recently on-boarded with Miguel and his team because we needed a reliable CPA and Bookkeeper and we're so happy we made this decision. They truly care about us, get the job done and we feel good knowing we have a team of professionals to count on.
Apr 21st, 2021

Very shady company. They are spamming me nonstop, even though I never signed up for their emails.
Mar 31st, 2021