Services

Tax Preparation and Planning

Take Control of Your Taxes, Maximize Your Savings

We offer expert tax preparation services for individuals, families, and businesses. Our holistic approach to tax planning ensures you minimize liabilities and maximize deductions, keeping more of what you earn. Whether you're navigating individual income tax, trust and estate taxes, or corporate filings, we’ve got you covered.

Services Include:

  • Individual tax preparation and filing

  • Small business and corporate tax solutions

  • Trust, estate, and gift tax planning

  • Proactive tax-saving strategies

Business Advisory and Formation

Set Your Business Up for Success

Choosing the right business structure is a critical first step in ensuring long-term success.

At Platform 3, we help you evaluate your options and select the ideal entity type to align with your goals.

Services Include:

  • Business formation and registration

  • Entity type evaluation and restructuring

  • Compliance with state and federal regulations

  • Strategic business growth planning

Accounting and Bookkeeping


Accurate Records for a Stronger Future

Focus on growing your business while we handle the numbers. Our accounting and bookkeeping services provide you with accurate financial insights and reports, ensuring you stay on top of your finances.

Services Include:

  • Monthly bookkeeping and bank reconciliations

  • Financial reporting

  • Payables and Receivables management solutions

  • QuickBooks setup and training

Payroll Services

Payroll Services

Managing payroll can be time-consuming and complex. Let us handle the heavy lifting, ensuring your employees are paid accurately and on time, while you focus on running your business. With our payroll services you get a tailored solution to meet the needs of your business.

Services Include:

  • Full-service payroll processing

  • Employee direct deposit setup

  • Payroll tax calculations and filings

  • Year-end W-2 and 1099 preparation

  • Compliance with federal, state, and local regulations

  • Customized payroll reports and analysis

Succession and Retirement Planning

Preserve Your Legacy, Secure the Future

Whether you're preparing for retirement, selling your business, or passing it to the next generation, we can help you transition with confidence.

Services Include:

  • Retirement and exit strategies

  • Business valuation and sale preparation

  • Gift Tax strategies

  • Family business succession planning

  • Estate and wealth preservation