Premium Tax, Credit & Funding Solutions for

6-Figure+Earners

Strategic, precision-driven financial services designed for professionals,

entrepreneurs, and investors.

Premium Tax, Credit & Funding Solutions for

6-Figure+Earners

Strategic, precision-driven financial services designed for professionals,

entrepreneurs, and investors.

TRY IT RISK FREE

Serving clients nationwide with over 10 years of expertise in tax preparation, tax strategy, credit optimization, and funding solutions.

WHO WE SERVE

Platinum Tax is intentionally built for individuals with complex financial needs. We specialize in working with:

6-figure+ professionals

Entrepreneurs & business owners

Independent contractors & consultants

Investors & high-performing individuals

Our services are not designed for basic tax situations. We focus on precision, strategy, and elevated outcomes.

OUR SERVICES

Tax Preparation

Premium tax preparation for high earners with multiple income streams. Accuracy, compliance, and efficiency are at the core of every return we prepare.

Includes:

High-income individual returns
Self-employed & business income
Multi-stream and complex filings

Tax Strategy & Planning

Proactive, year-round planning designed to reduce liabilities and support long-term financial growth.

Includes:

Strategic tax planning
Advisor collaboration
Forward-looking income strategy

Credit Optimization

We help clients strengthen and position their credit to support future financial goals.

Includes:

Personal & business credit strategy
Credit readiness assessments
Long-term credit positioning

Funding Solutions

Access to funding options aligned with your financial profile and goals.

(Platinum Tax is no longer an SBA firm.)

Includes:

Strategic funding guidance
Credit-aligned funding support

Don't worry, we can help!

WHY PLATINUM TAX

10+ years of industry experience
Specialized in 6-figure+ earners
White-glove, confidential service
Precision-driven strategies
Limited client capacity for quality assurance

Your income deserves a platinum standard.

ABOUT US

Platinum Tax

Is a premier financial services firm dedicated to delivering premium tax preparation while empowering clients with the tools and strategy needed to build long-term financial stability.

With over a decade of experience, we go beyond basic tax filing by offering strategic planning, credit guidance, and funding solutions designed for individuals earning at a higher level. Our approach is intentional, discreet, and results-focused—because high earners require more than standard solutions.

Our mission is to deliver premium tax preparation services while empowering clients with the tools needed to build long-term financial stability.