Tax Planning & Return Preparation

Protecting your assets through sound tax planning is one of our top priorities. And that’s not always easy in these fast-changing times of complex tax laws and regulations. You’ll appreciate our array of services and expertise in the critical field of tax planning and compliance.

Tax Planning for Individuals

At Platinum Financial Services, we’re not just tax specialists, we are financial planners. We will work with you to:

  • Develop strategies to meet your short and long-term financial planning and retirement goals
  • Evaluate the impact of investments and real estate transactions
  • Analyze gift taxes, pension and profit-sharing plans, trusts, and other fiduciary matters
  • Design an estate plan that helps preserve your assets while minimizing estate and inheritance taxes

Tax Planning for Businesses

Of course, Platinum Financial Services will prepare your tax returns, but we can also assist you with:

  • Minimizing your tax expense
  • Representing you in tax examinations
  • Developing IRS-approved retirement plans
  • Determining the impact of mergers, acquisitions, and reorganizations
  • Calculating the tax effects of buy-sell agreements, incorporations, and liquidations