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Palma Financial Services, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Palma Financial Services, Inc. operates in the financial services sector from its base in Dublin, California. It delivers proactive financial strategies and life coaching tailored to the needs of individuals, corporations, and small businesses in Dublin and Alameda County. The company offers fixed annual fee packages that provide full-service coverage for tax, accounting, and financial planning on a year-round basis. In 2023, Palma Financial Services published a list of the top 10 tax questions from small business owners, along with answers. Earlier, the firm announced a partnership with the Internal Revenue Service and introduced an Easy Tax Resolution Service for people facing IRS issues.

Find Palma Financial Services, Inc. employees' phone numbers or email addresses

Palma Financial Services, Inc. Global Highlights

Location
Employees

North America
15

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  • United States Of America
    13
  • Nicaragua
    2

Europe
1

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  • Italy
    1

Palma Financial Services, Inc.'s Leadership

  • Senior Tax Advisory Partner at Palma Financial Services, Inc.
    G. T. P.
    Senior Tax Advisory Partner
    Mobile Phone
  • Assistant at Palma Financial Services, Inc.
    P. E. M.
    Assistant
    Mobile Phone

Palma Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Information Technology
  • Other

Contact profiles from Palma Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Senior Tax Advisory Partner at Palma Financial Services, Inc.
    G. T. P.
    Senior Tax Advisory Partner
    Mobile Phone
    Nicaragua
    Sep 06, 2026
  • Assistant at Palma Financial Services, Inc.
    P. E. M.
    Assistant
    Mobile Phone
    Nicaragua
    Oct 03, 2026

Frequently Asked Questions

What is Palma Financial Services, Inc. known for?

Minus sign iconPlus sign iconPalma Financial Services, Inc. was founded in 1998 and operates in the Financial Services industry. Explore Palma Financial Services, Inc.'s company overview page for more information.

What is Palma Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconPalma Financial Services, Inc. employees' email format typically follows the pattern of First@mpalma.com. Trying to find reliable and up-to-date employee contact data? Find more Palma Financial Services, Inc. email formats with LeadIQ.

How many employees does Palma Financial Services, Inc. have currently?

Minus sign iconPlus sign iconPalma Financial Services, Inc. has approximately 13 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Palma Financial Services, Inc.'s key employees and leadership?

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As of September 2026, Palma Financial Services, Inc.'s key employees include:

  • Senior Tax Advisory Partner: G. T. P.
  • Assistant: P. E. M.

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