Certified Platinum Financial Services
Your Money Is Our Business

Why Chose Certified Platinum Financial Services?

  • An approachable team of tax experts with decades of experience.
  • Highly personalized and interpersonally warm service.
  • Actionable knowledge about how to approach your financial future.
  • Our commitment to reaching your financial and tax goals.
  • A new perspective on the way that tax planning and preparation should be.
Ready to Get Started?

OTHER SERVICES OFFERED:

START UP NEW BUSINESS
PAYROLL SERVICES
INDIVIDUAL & BUSINESS TAXES
SALES TAX SERVICES
ITIN/CAA
START UP NEW BUSINESS

Starting a new business can be challenging & overwhelming. We are here to assist you in getting your: 

  • Set up your Legal entity (Sole proprietorship, Partnership, LLC)
  • Federal- EIN Number
  • State- SOS Registration 

PAYROLL SERVICES

PAYROLL SERVICES

    

  • Whether you want to learn to process your own payroll, or you would rather have it done for you, we are here to provide the services you need.
  • We can help you manage your payroll and make decisions on how to meet your requirements as an employer. Just enter the hours for up to 50 employees and we automatically calculate taxes and deductions, instantly. Use checks or free direct deposit.
  • Employees can view paystubs and W-2s and even calculate take-home pay for their next check. Choose to handle taxes electronically or have our experts do it for you with Full Service Payroll.
INDIVIDUAL & BUSINESS TAXES

INDIVIDUAL & BUSINESS TAXES

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. 


Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities.


We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.




SALES TAX SERVICES

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

ITIN/CAA

As a Certifying Acceptance Agent (CAA), Certified Platinum Financial Services is authorized by the Internal Revenue Service (IRS) to assist alien individuals and other foreign taxpayers who are not eligible to obtain a Social Security Number (SSN) with applying for an Individual Taxpayer Identification Number (ITIN).

Certified Platinum Financial Services offer this service to its clients and foreign nationals to assist in the compliance with IRS tax filings and withholding regulations. Our formal agreement under Section 301.6109-1(d)(3)(iv)(A) of the U.S. Treasury Regulations with the IRS allows us to:

1. Prepare the IRS Form W-7, Application for Individual Taxpayer Identification Number (ITIN). As ITIN specialists, we take the time to fully understand your situation so that we submit your Form W-7 application in accordance with the set rules and procedures, significantly helping to reduce any likelihood of your ITIN application being delayed or rejected by the Internal Revenue Service (IRS).

2. Following significant recent changes to the applications procedure, the IRS now requires individual applicants to provide either original identity documents (such as a valid passport or birth certificate) or a certified copy of acceptable ID documents from the original Issuing Agency.  Furthermore, the IRS no longer accepts notarized copies of such documents for the purposes of obtaining an ITIN.

3.  Review the required supporting documentation to verify the applicant’s identity and foreign status.

4.  Issue a Certificate of Accuracy to the IRS that the ITIN application is complete, accurate and that the documentation provided to us for review is authentic. This is limited to primary and secondary. applicants. Applications for dependents will still require that originals documentation or certified copies from the issuing agency be mailed to IRS.

5.  Submit the application on behalf of the foreign individual to the IRS ITIN Operations office for processing.

6.  Receive the ITIN directly from the IRS and communicate directly with the IRS on behalf of the applicant with respect to the issuance of the ITIN.

7.  Offer expedited ITIN application service with the IRS, who processes ITIN applications submitted by Certifying Acceptance Agents before processing ITIN applications submitted directly by ITIN applicants.