Individual Tax Services

Quality tax compliance and preparation serves as a foundation for all higher-level tax strategies and techniques that help individuals prepare for the future. Platinum Tax & Bookkeeping advisors are trusted to provide a high level of service that covers more than basic compliance and preparation. We assess each client’s financial goals and develop actionable plans to achieve those goals.

No Surprises – Working together throughout the year offers transparency to your unique situation. Regular tax estimates help plan payments ahead of time so that you know your final tax liability by December 31st. Results are communicated instantly by using our secure client portal in order to safely plan ahead from anywhere around the world. We help you stay on top of your tax liabilities throughout the year and avoid an April 15th surprise.

Strategic Planning – Careful, strategic planning built to achieve your goals can help provide tax savings that greatly exceed our service fees. Let Platinum Tax & Bookkeeping serve as your trusted advisor.

Effective Communication – Platinum Tax & Bookkeeping is committed to effective communication and proactive tax planning. We discuss services up front and charge flat-rate fees to encourage open dialog where we can truly act as your trusted advisor. Talk to us before making major financial decisions.

Please contact us for a free consultation if you are interested in discussing why a working relationship with Platinum Tax & Bookkeeping will benefit you. A seasoned Tax Specialist will reach out to coordinate an initial review of your unique situation, identify tax-saving opportunities, and develop an implementation plan that helps accomplish your goals.

We implement plans focused on the following areas as a part of our commitment to providing outstanding client service:

  • Tax Planning, Strategic Planning, and Consulting to Minimize Your Tax Liability
  • Individual Income Tax Returns (Form 1040)
  • Rental Real Estate
  • Single Member LLC and Sole Proprietorship Taxes
  • Citizens Living Abroad Tax Compliance (Form 1040NR)
  • College Savings Plans
  • Education Credits and Deductions
  • Financial Planning and Budgeting
  • Estate and Trust Planning
  • Income Tax Returns for Estates and Trusts (Form 1041)
  • Gift Tax Returns

In addition to tax compliance and advisory services we offer personal financial budgeting to help those seeking to get out of debt, better manage their cash flows, and achieve a more well-rounded sense of financial integrity.

We analyze expense categories and develop lifestyle goals to support what you value most and minimize expenses that no longer serve your needs. Timelines for debt repayment, rewards for reaching milestones, and quantifying weekly discretional spending allowances are key components in Personal Financial Budgeting Services.

Use your hard-earned money on strategies that achieve your objectives.

Complimentary Consultation

To set up a no-cost, no-obligation consultation, give us a call or email us today. During this consultation, we will go over your unique situation, evaluate service options we can provide for you, answer questions about the services we provide and provide pricing estimates.