From accounting to banking, Platinum’s dedicated financial services teams serves all kinds of clients, enterprises or individuals, with the highest standards that the company was founded on.
  • Financial statement preparation: reviews and compilations.
  • Balance sheet.
  • Bank & credit card reconciliation.
  • Statement of cash flows.
  • Financial forecasts & projections.
  • Break even analysis.
  • Ratio analysis.
  • Monthly, quarterly, and annual financial reporting statements.
  • Implementation of new accounting software packages.
  • Bill paying services.
  • Business management.
  • Accounting assistance.
  • Bookkeeping.
  • General ledger review.
  • Financial assessment reports.
  • Business start-up consulting.
  • Budgeting and forecasting.
  • General business consulting.
  • Employee benefits consulting.
  • Assistance in the selection of accounting methods, legal organization and financial reporting.
Accounting Outsourcing
  • Accounts payable/receivable.
  • General ledger accounting.
  • Account reconciliations.
  • Fixed asset management.
  • Month, quarterly and year-end closings.
  • Payroll tax and sales tax return preparation.
  • Cash flow management.
  • Implementation of new accounting software packages.
Audit and Assurance
  • US & BAH audit form.
  • International Financial Reporting Standards (IFRS).
  • Proposed standards.
  • Plan of regulation
  • Agreed-upon procedures/Due diligence.
  • Compilations.
  • Forecasts and projections.
  • Consultation to company management regarding the application of GAAP.
  • Reviews.
  • Accounting assistance.
  • Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP).

For individuals:

  • Tax compliance and planning.
  • Tax return preparation.
  • Personal income tax planning.
  • Estate and gift tax planning.
  • Estate and trust administration.
  • Financial planning.
  • Tax services for U.S. citizens abroad.

For businesses:

  • Tax planning and representation.
  • Payroll and sales taxes.
  • Sales and payroll tax return preparation.
  • Income tax return planning and preparation.
  • International tax planning.
  • Form of ownership and employee benefits tax planning.
  • Form 1065 partnership.
  • Form 1120 corporations.
Payroll Services
  • Employee Benefit Plans.
  • Check Preparation or Direct Deposit.
  • Federal & State Tax Payments.
  • Payroll earnings reports.
  • New hire reports.
  • Tip Reporting.
  • Federal & State Quarterly payroll tax returns.
  • End-of-year reports (W-2, W-3, 1099, 1096).
  • Buy/sell agreements.
  • Transfer/sales of business.
  • Estate & gift tax matters.
  • Succession planning.

Pension Planning

  • Strategies to maximize owner's contributions.
  • 401(k) and pension solutions.

Business Succession Planning

  • Keyman and golden handcuff strategies.
  • Creation of plans that consider the objectives of both the current and future generations.

Estate Tax Planning

  • Trust coordination.
  • Life insurance funding to create liquidity.

Group Benefits

  • Designing and implement group benefits utilizing the advantages of executive carve outs and voluntary products.
  • Funding of start-ups ans small businesses.
  • Working capital loan.
  • Equipment financing.
  • Franchise financing.
Investment banking
  • Capital raising.
  • Financial restructuring.
  • Buy-side (M&A advisory).
  • Sell-side (M&A advisory).
  • Public and private placements.


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