Bookkeepers in San Ramon, CA

“Very knowledgeable and willing to help! In their busy schedule and although they weren’t accepting new clients, Hunter still went out of his way and took a few minutes to answer my tax questions on phone. Very polite and professional and highly recommended!”

“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.”

“We recently switched our Association Management Company over to The Helsing Group and what a difference they have made. Being a board member I can’t express how important it is to have a team that knows what they are doing and will help you every step of the way. Our old management company seemed to unconfident on their guidance. The Helsing Group gives you a team of managers and offers BOD training for any new board members. A true asset for any association.”