Tax Planning Services – Platine Associates

Tax Planning and Compliance

Navigating tax laws and preparing accurate returns can be complex and time-consuming. Whether you’re managing a business, nonprofit, or personal finances, Platine Associates offers reliable tax planning and preparation services to help you avoid costly mistakes and uncover valuable savings opportunities.

Focused on Your Goals – Committed to Results

At Platine Associates, we take time to understand your financial objectives and tailor our approach to meet them. Filing taxes correctly requires attention to detail and up-to-date knowledge of evolving regulations — we provide both, so you can continue managing your business or nonprofit with confidence.
We assist individuals, businesses, and nonprofit organizations across a broad range of industries with year-round tax services designed for accuracy and peace of mind.

Audit and Assurance Services We Offer

We provide two key types of audit and assurance services: audits and reviews.

Audits
Audits offer an in-depth examination of your company’s financial history, records, and account balances. Evaluate your financial statements and provide detailed recommendations to enhance accuracy and transparency. Audits are typically required for organizations with annual revenues of $10 million or more.
Reviews
Reviews are less intensive than audits but still play a critical role in identifying anomalies such as irregular transactions or unauthorized activities. These services help detect potential fraud or accounting inconsistencies. Reviews are generally suitable for businesses with annual revenues between $1 million and $10 million.

What Our Tax Planning and Preparation Services Include

When you work with Platine Associates, our experienced professionals treat your tax matters with the highest level of care. Our goal is to ensure compliance while maximizing savings and minimizing stress. Our services include:

Historical Data Review

We analyze your past filings and compare them with current financial data to identify trends and uncover opportunities for improvement or savings.

Issue Monitoring & Alerts

We flag suspicious activity, overspending, or budget discrepancies to keep your financial picture healthy and transparent.

Ongoing Tax Assessments

We keep up with changing tax codes and requirements, ensuring you’re always aligned with current laws and credit opportunities.

Business Entity Selection

Starting a new business? We guide small and midsize companies in choosing the most tax-efficient structure based on your goals.

Tax Return Preparation

We identify the required forms, track submission deadlines, and ensure proper documentation is in place for seamless filings.

Tax Exemptions

Our team is always updated on the latest exemption qualifications to help eligible businesses and nonprofits reduce liabilities.

Recordkeeping & Organization

We maintain accurate, well-organized records of income and expenses — so you’re prepared when tax season arrives.

FAQ’s

Frequently Asked Questions

Why are tax planning and compliance services important?

Tax laws are constantly evolving. Working with Platine Associates helps you avoid compliance issues, reduce risk, and discover strategic ways to save — all while freeing up your time to focus on growing your organization.

What makes Platine Associates different from other firms?

Our combination of experience, responsiveness, and personal connection. Our CPAs are QuickBooks certified and stay accessible through phone, email, text, or video. You’ll always know where you stand — before, during, and after tax season.

What happens if my business is audited by the IRS?

If you’re audited, our tax experts will represent you throughout the process, offering guidance, documentation support, and peace of mind.

Can you handle both state and federal tax matters?

Yes. Our services cover local, state, and federal tax planning, preparation, and compliance for a complete solution.

What documents do I need for tax preparation?

Typically, we’ll need prior tax returns, current financial statements, and documents related to your income, expenses, and deductions.

Which types of organizations do you serve?

We support a variety of entities, including: