Palma Financial Services, a leading accounting and financial planning firm based in Dublin CA, is warning current and potential customers to get their tax affairs in order as soon as possible as tax season approaches
Dublin, United States - January 31, 2019 /PressCable/ —
Dublin CA – Palma Financial Services Inc, a leading accounting, financial planning and certified tax resolution specialist based in Dublin CA, is warning current and potential customers to get their tax affairs in order as soon as possible as tax season approaches. Every year people put off completing their tax forms, and this then forces them to chase around trying to find the correct documentation to beat the deadline.
For a successful and in-demand company such as Palma, the demand for their services increases dramatically on the run-up to tax deadline day, and inevitably this can and does lead to disappointed customers, who are beaten by the clock.
Planning and preparation does not just apply to tax returns though, as whenever it comes to financial planning, the more organized anyone is the higher the chance of them achieving the targets they desire. The earlier someone begins saving for their future, the longer the magic of compound interest has to deliver results, and the difference a few years delay can make to the final balance can be shocking.
At Palma Financial Services, they do not have any customers; they only have friends. That is because the company have placed friendship and education as the foundation of every business consultation they complete. They aim to look after the family as a whole, ensuring that wherever possible, the family is protected from every eventuality should disaster strike. Regardless of whether the customer wants a simple tax return prepared, or wants to discuss their child’s college fund, the friendly dedicated team at Palma Financial Services, complete a full and thorough evaluation of their guest’s situation.
“We want to focus on both short and long term goals, as there is no point in encouraging people to over-invest in their long-term future if they have to live in poverty for 50 years to achieve that,” said Miguel Palma, owner and founder of Palma Financial Services. Likewise, it might be easy to ignore the long-term future, but that is not a wise choice, which is why we invest time, energy and effort with every person we deal with to ensure they have a clear understanding of the consequences of their decisions. We treat every person with the same care and compassion, regardless of the amount of money they have to invest, and that is what has helped us grow and establish such a positive reputation within the local area.”
Palma Financial Services specialize in accounting, tax and financial planning for individuals and closely held businesses. They 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. Formed in 1998, by Miguel Palma, Miguel, and his staff work to exceed the expectations of their clients by addressing their needs as if they were their own.
For more information about the company and the various services that they provide, visit their website at https://mpalma.com
Contact Info:
Name: Miguel Palma
Email: Send Email
Organization: Palma Financial Services, Inc.
Address: 11840 Dublin Blvd, Dublin, CA 94568, United States
Phone: +1-925-307-5454
Website: https://mpalma.com/
Source: PressCable
Release ID: 477378
