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Palma Financial

CPA | Accountant | Tax Planning | Bookkeeping | Palma Financial

★ CPA★ Certified Personal Financial Specialist (PFS) 📍 San Jose, CA

About

Palma Financial Services specializes in tax planning, tax preparation, and accounting for businesses and individuals. The firm is bilingual, active in the Hispanic community, family-owned, and backed by a CPA and Certified Personal Financial Specialist with over two decades of experience.

At a glance
Serves San Jose, CA
Phone 850-829-3733
✓ Licence verified — CA-BAY registry, no. 5286, since 06-13-2003 Built from the firm's public website · last checked Aug 2026
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