Public Accounting Firms in San Bruno, California (San Mateo County)

Gregory M. Desmond, CPA/PFS, CFP is a well established Certified Public Accountant and Certified Financial Planner® with over 30 years' experience. He's earned the CPA specialty of Personal Financial Specialist (PFS), a designation held by fewer than 5,000 CPA's nationwide.

GREG BUILT HIS FIRM AROUND THIS KEY QUESTION:

"WHEN IS THE LAST TIME YOU SAT DOWN IN ONE ROOM WITH YOUR TAX PROFESSIONAL, YOUR INVESTMENT ADVISOR AND YOUR FINANCIAL PLANNER TO DISCUSS YOU, YOUR GOALS, AND YOUR MONEY?"

All too often that answer is never. If none of those professionals are coordinating on your behalf, you can end up with one foot on the brake and one foot on the gas in your financial life. Sure, you can still make a lot of money, but keeping a lot of money is a whole other challenge. Here at Desmond Wealth Management & Desmond Consulting Group, every time you meet with us, all those aspects are covered.

WHAT WE DO: We help personal service professionals that currently own, are looking to purchase or aspire to purchase/start their own practices. Personal service professionals work in the fields of health, law, engineering, accounting, actuarial science, consulting or performing arts. Our firm specializes in managing the specialized accounting systems that are demanded by personal service corporations. We focus on the entrepreneurial aspect of your practice, which is to leverage your practice to create personal wealth.

WHY IT MATTERS: Your job is to be a master practitioner at what you do. Our job is to be constantly monitoring the financial performance of your company. We focus on the financial metrics of your firm and ensure that targets are being met and personal financial goals are on track. This empowers you to make intelligent and purposeful business and financial decisions.

HOW DOES IT WORK: We start by designing a personalized business and personal financial plan. We create an accounting system that revolves around that plan, minimizing taxation and maximizing wealth building. We meet with you on a regular basis providing accurate CFO reports on your business and progress reports for your personal financial wealth.

WE ENCOURAGE AND WELCOME YOU TO CONNECT WITH US IF:
- You are a small business owner who wants to reduce taxes and grow your business.
- You have built up your business over the years and need help with crafting an exit strategy.
- You are seeking a holistic, thoughtful and collaborative wealth management team for your family.
- You are experiencing a life transition that impacts your financial goals.
- You are looking to take a company sponsored buy-out for early retirement.
- You want to get your financial house in order and want a customized and workable plan.
- You need an informed second opinion on your financial situation.
- You are a CPA or attorney interested in providing our resources for your clients.

QUALIFIED: Desmond Wealth Management is a Registered Investment Advisory Firm. We are affiliated with Desmond Consulting Group, a full service tax management and accountancy corporation. With the increased demand of clients seeking a trusted advisor, Greg founded both companies to serve as a personal CFO, taking care of all the critical areas of a client's financial picture: income taxes, IRA and Pension distributions, investment portfolio design and maintenance, retirement income, estate planning and business formation and planning.

Greg is an active board member and sits on the CalCPA State Personal Financial Planning Committee. He is a member of the American Institute of Certified Public Accountants and Estate Planning Council of Diablo Valley. Greg has been a guest expert on KRON4 News, San Francisco, for their financial planning forum feature to educate investors and offer investment insight. He has also been interviewed by Leslie Brinkley for Channel 7 (KGO) News, commenting on the effects of markets on retirees. He received a bachelor's degree in Economics from UC Santa Barbara and now resides in the Bay Area where he enjoys golf, cycling, skiing, crafting wood furniture, wine collecting, jazz and volunteerism. His favorite philanthropies are Komen for the Cure, Contra Costa Food Bank and ARF.... See More

At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for closely held businesses. We are a bilingual firm also active in the Hispanic community assisting individuals, businesses and young entrepreneurs.

The primary goals for our clients are tax and financial literacy, minimizing taxes and building wealth. Since 1998, our proven strategies have helped our clients achieve their financial goals with minimal investment and audit risk by the taxing authorities.

Our expertise includes Retirement Planning and Tax Free Investment vehicles with guaranteed rates of return. Since 2007, partly in response to widespread economic uncertainty, we have made a pledge to pursue a conservative approach; we stay away from mutual funds and other variable products, essentially avoiding the stock market for any of our clients’ investments.

At Palma Financial Services, we recognize that most of our clients cannot afford to gamble with their future by investing in Wall Street. To address their concerns and build wealth, our approach uses a low-risk, reasonable return strategy that employs guaranteed financial products, such as life insurance and annuities. Various clients have expressed to us that they sleep better at night knowing that their money is safe and growing risk-free.

Our fiduciary responsibility to you is of the utmost importance to our firm. By investing with us you can rest assured that we will work tirelessly with you to design a tax and financial strategy that is customized for your particular situation.

Your continued success is paramount to our success. Many of our clients are referrals from our existing client base, and our objective is to continue building more positive relationships.... See More

Accounting and tax preparation for the small business including Quickbooks and payroll services.