Palma Financial Services, Inc.

Aaron Derbacher

Jul 23, 2024on

I have been working with Miguel, Pedro, and Jasmine at Palma Financial Services for the past year to get my taxes caught up. I was in a difficult spot being three years behind on filing, but this team stepped up to tackle the job. Miguel led the way as my CPA, but it was Pedro and Jasmine who really rolled up their sleeves to get me organized and file everything. They took the time to understand my full financial situation and recommend the best strategies. Pedro and Jasmine were so knowledgeable - they anticipated any questions from the IRS and knew exactly how to position things on my returns. Getting three years of taxes done in a single year was no small feat, but this team at Palma Financial Services made it seamless. They communicated every step of the way and were always available by phone or email. I can't recommend Miguel, Pedro, and Jasmine at Palma Financial Services enough. If you need expert help getting your taxes or business finances in order, this is the team to trust. Their talent and dedication to customer service is second to none. They freed me from a stressful tax situation and have given me peace of mind moving forward. I know my financial future is in great hands with Palma Financial Services.

FRANK NAPPI

Dec 23, 2023on

A polished, polite and professional organized team. I was thankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn’t remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of managing these aspects of my business. If you own a business and have your financial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

Melvin S. Marsh

Nov 7, 2023on

I have never heard of this man before, but I just checked my spam folder on an email that I exclusively use for LinkedIn notifications and give to no one else. I have FIVE messages from him and ONLY him going back to December 29. Its January 9th now. The unsubscribe button does not work because there is an error in the email address. Thats illegal matey.

Ryan Van Hout

Nov 7, 2023on

These guys spam email. Ive called and actually set up a meeting to get taken off their distribution list. Still get at least 5 emails a week. Would never use them for anything if they cant honor my request to get out of my inbox.

Jesse Jacoby

Jul 4, 2023on

Relentless e-mail spammers. I have no affiliation with this company, yet I received numerous e-mails from "Miguel from Palma Financial Services" (verbatim of FROM field) containing slimy marketing solicitiations. Avoid this company!

Ali Najafi

Nov 7, 2022on

this company is a scam. They sent batch emails everyday and if you block them they change their email address and send another email with lots of long and suspicious links and attachments. A friend of mine had received same emails from them and had clicked on the link and a few days after that he received bunch of other emails and his inbox became full of scam emails. I also saw some reviews on google that a lot of people have mentioned that they are scam. Do not trust them.

John Rocha

Nov 7, 2021on

Not sure who this company is, but theyve started SPAMing my work email address. I get 1-2 emails from them a day. Ive never every done anything with them, nor have I given them permission to contact me. I would be leery of a company that has to resort to SPAM in order to drum up business. Beware. Negative Professionalism

David Khalily

Nov 7, 2021on

Very shady company. They are spamming me nonstop, even though I never signed up for their emails. Negative Professionalism

genny godwin

Nov 7, 2021on

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. Negative Quality, Professionalism

D90Overkill

Nov 7, 2021on

He was knowledgeable and really took his time explaining and answering my questions Positive Responsiveness, Professionalism

Edgar Alcaraz

Nov 7, 2021on

Very Professional and honest explanation. Positive Responsiveness, Professionalism