Offering financial services in your tax practice is a great way to generate new revenue. You will also become more valuable to your clients by helping them navigate through the complex world of investment and retirement planning.


With thousands of independent nonproprietary financial products and services, Money Concepts can deliver a custom financial strategy that fits your unique situation without the limitations of corporate agendas like sales quotas and company product campaigns. They enjoy this freedom and independence so they can focus on one thing… YOU their client. That’s how it should be.

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At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and closely held businesses. We 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.

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Through our revolutionary business platform, we make a positive difference for families and individuals throughout North America. Our business platform provides our associates with the resources they need to build their own businesses and find limitless success by serving everyday individuals and families who are often overlooked by the financial services industry. This platform helps people create financial turning points that can lead to better futures.

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Simple-C and OpenSky Credit Repair with more than 20 years of experience providing Tax Professionals with tools that will make their business more profitable.
Simple C software simplifies bookkeeping for SP and LLC clients with accurate Schedule C results.
OpenSky credit repair Affiliate Program will help you build clientele all year round.


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Our experienced tax professionals excel at tax planning and preparation for individuals and businesses. We work with you throughout the year to develop a highly personalized plan with tax-saving strategies that are tailored to your unique circumstances and needs so that you are prepared for the tax years to come. We are always up to date on the changing tax laws that affect you, and we are committed to examining all the tax-saving opportunities available to you.


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The ScholarShare College Savings Plan is administered by the ScholarShare Investment Board, an agency of the State of California. The plan is managed by TIAA-CREF Tuition Financing, Inc.


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Be the first to send and receive money for a fraction of the cost, access microcredit offers from your favorite retailers, pay bills with ease, build credit, enjoy online shopping, and take charge of your financial future.

The Uulala App is coming to an App Store and Google Play store near you. By joining our waitlist not only will you be notified as soon as our app is available in your country you will also be one of the first people to enjoy the financial services that Uulala has to offer.


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