Platform Tax & Consulting

Specialties

Individual and small business tax preparation and advisory

Payroll services

IRS audit representation and defense

QuickBooks Consulting

Retirement planning

SBA loan packages

History

Established in 1984.

At Platform we believe you have the right to demand more from your accountant. Your financial situation is unique to you and can’t be understood with generic questions and prompts. We exist to do more than just input data, we exist to elevate your financial situation through proactive, actionable advice.

Meet the Business Owner

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Business Owner

At Platform we grew up in and around small business. And while some of us went away for awhile to work for some of the largest accounting and financial advisory firms in the world, we all decided we like working with small businesses and individuals better.

Our goal is provide tax, accounting, and financial advice that makes a difference. By understanding your entire situation, rather than just being an overpriced data entry service, we can provide real, actionable recommendations.