Business and Personal Financial, Accounting and Tax Firm
Platinum is a progressive financial and tax firm.
We strive to make sure our clients business is running up to their expectations, and they know why, by
making sure they always know where their business stands from a profit and liability standpoint by devising
custom easy to use reporting that is always at your fingertips.
Platinum is not your average accounting firm, were not just a tax preparer or paper pusher, we believe we
stand alone as a firm that communicates better than any other by learning where you are and where you
want to go, and then helping you get there by not just once a year contact but contact throughout the year to
monitor where you are in proportion to your goals and budgets and where you will end up…. are purchases
necessary to limit your tax burden, will there be a large K-1 profit that could have been dealt with in another
way, etc….. Client Communication & Planning is what we preach
We do all things accounting & financial:
Liability Risk Evaluation, Risk Management, Accounting, Bookkeeping, Payroll, Plus, All Tax Issues:
Individual & Business Tax Return Preparation, Audits: Sales Tax & IRS, Tax Problems, Lost Paperwork,
Owe Back Taxes…….. with best in industry Customer Service, Communication & Planning.
• Our CPA’s have 20 plus years of experience:
• Any kind of tax: Corporate, Partnerships, Non-Profit, Estates and Individual
• We have agents enrolled to represent clients before the IRS or any State Tax Agency in any type of tax matter.
• We have Certified QuickBooks Pro Advisers, Enrolled Agents – and QuickBooks training
Keywords: Accounting, Tax, QuickBooks Expert Setup & Training, Bookkeeping, Payroll, Financial Consulting, Financial Analysts & Controllers, Business Analysis, Audits, Receivable Factoring, Feasibility Studies, Financial Products, Succession Planning, Mergers Acquisitions and Sales and Representation
Interview Q&A
How long have you been in business?
Over 20 Years Experience
What is your primary product or service?
Accounting, Tax, Wealth Management, Agent, QuickBooks Expert Setup & Training, Bookkeeping, Payroll, Financial Consulting, Financial Analysts & Controllers, Business Analysis, Audits, Receivable Factoring, Feasibility Studies, Financial Products, Succession Planning, Mergers Acquisitions and Sales and Representation
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
we believe we stand alone as a firm that communicates better than any other by learning where you are and where you want to go, and then helping you get there by not just once a year contact but contact throughout the year to
monitor where you are in proportion to your goals and budgets and where you will end up.
How do you differentiate yourself from other businesses in your category and area?
Best in industry Customer Service, Communication & Planning.
How many locations do you have and do you have plans to expand?
Minneapolis, Sioux Falls, Des Moines, Chicago and expanding
Provide detailed directions to your location
IDS Center Downtown Minneapolis 80 S 8th St. Suite 900
Between 7th St S & 8th St S and Nicolet Mall & Marquette Ave
What type of payments do you accept?
Cash, All major credit cards, Personal & Business checks and Terms
What are your hours of operation?
Monday = Friday 8am - 5 PM