TAX PLANNING 2020 = Huge Tax Savings

Success rarely happens by luck. 

Instead, planning and preparation are two key components necessary for realizing a prosperous outcome.

Wealth is directly correlated to sound investments, hard work, and an IRS compliant tax savings plan.

When it comes to taxes, we measure success by saving you money! 

Palma Financial Services, Inc., provides concierge tax services around the principle of using a proactive tax planning approach. 

We find your wasted tax dollars, educate you on the cost of your mistakes and missed opportunities.  

Our process begins with the design of a custom tax savings plan based on IRS approved tax strategies. Only after you approve your master tax plan, we proceed to implement the tax savings plan.  

We start with a thorough review of past tax filings, current financial statements, and your plans. 

Once we identified the mistakes and missed opportunities. We will craft a tax plan to rectify and take full advantage of every possible tax strategy relevant to your unique situation. We'll discuss each idea or recommendation's pros and cons and decide which strategies to implement and when. 

You will walk away with both a clear expectation of your future tax savings (we hate tax surprises as much as you do!). And a documented tax plan and savings that result from our proactive planning process. 

If you're ready to take the guesswork out of your taxes and save money along the way, then our tax planning services are what you need.

Book Your 2020 Tax Savings Consultation

https://bit.ly/3kgci5

We are a CPA firm specializing in tax planning and CFO services. And we will also prepare your income taxes and take care of your financial planning.

If this sounds appealing to you, DM me, and we'll set up a time to talk

Miguel A Palma CPA, PFS, CGMA

Office: 925-307-5454

Office: 408-295-4963

https://palmafinancial.com/

[email protected]

Palma Financial has achieved positive results for its clients, but our top clients' successes are not typical. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base, and market forces. Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is continuously changing. You cannot and should not rely upon these communications for legal, financial, or accounting advice. For the latest updates, set up a time here. https://bit.ly/3kgci5r

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