Marlene Palma

Strategic Tax Advisory Partner | Delivering Strategic Solutions for Business Owners\' Tax Planning | Boost Cash Flow by 33% & Optimize Tax Savings up to $875K+/Yr | Message me for a Free Assessment

Role
Strategic Tax Advisory Partner at Palma Financial Services, Inc
Location
Modesto, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Marlene Palma

Are you a business owner in search of expert tax advice? Look no further! With over 25 years of experience, our team specializes in helping entrepreneurs, real estate investors, and businesses across different industries. Get ready to maximize deductions, find the most tax-efficient entity, optimize retirement & insurance, and leverage legal loopholes & niche-specific incentives. Our advanced tax strategies and meticulous planning have saved over $36 million in 2022.Discover Your Potential Tax Savings Today - Schedule Your Free Assessment!Visit https://calendly.com/palma-financial/initial-session-with-miguel-fbHere are some of the areas in which we can help:Lowering tax liabilitiesRecord reporting and retentionUnderstanding your tax bracket and common tax mistakesDeductions vs. creditsItemization vs. standard deductionFor income tax preparation, we offer the following:Business & personal taxesPrepare financial statementsAudit representationFuture tax planningAccounting & bookkeepingReady to revolutionize your approach to taxes? Call or email us today at (85••••••33 or c•••@mpalma.com.

Experience

  1. Strategic Tax Advisory Partner

    Palma Financial Services, Inc

    Jan 1998 — Present · Modesto, CA, US

    Here are some of the areas in which we can help:Lowering tax liabilitiesRecord reporting and retentionUnderstanding your tax bracket and common tax mistakesDeductions vs. creditsItemization vs. standard deductionFor income tax preparation, we offer the following:Business & personal taxesPrepare financial statementsAudit representationFuture tax planningAccounting & bookkeepingReady to revolutionize your approach to taxes? Call or email us today at (85••••••33 or c•••@mpalma.com.

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Marlene Palma — Strategic Tax Advisory Partner at Palma Financial Services, Inc in Modesto, CA, US | Unifers