Platinum Tax & Wealth Management is an independently managed, privately-owned tax and wealth management firm located in The Woodlands, TX serving affluent clients throughout the Greater Houston area as well as nationwide. Our firm works with successful individuals and families. We seek to build long-term relationships with hard working, self-made people who need help making sense of their financial situations and developing a clear vision of the future. By getting to know our clients, their families, and their hopes for the future, we’re able to create personalized roadmaps that take them where they want to go. We choose to remain a small fir...

We are not your ordinaryTax Preparation and Bookkeeping Service.We are your partners in success. We start this off with our first meeting. Being a tax preparation and bookkeeping services firm isn’t just about crunching numbers. It is about going beyond what you expect from your tax professional. It is about being responsive and knowledgeable. Being proactive in tax and business planning to prepare you to meet the challenges ahead.

We work with small business owners to fully take advantage of proven strategies to reduce their taxes, protect their assets, and grow their business. Talk to us today how we can help your business. I believe in educating our clients so that they can fully take advantage of everything that can help them grow their business. In fact, we have a classroom in our office dedicating to teaching our clients from taxes benefits and deductions to financial strategies for tightly held family owned business....

FUll service CPA firm. Helping clients to maximize tax deductions and save money.

Fresh Notion Financial Services offers outsourced CFO & Controller services to public and private companies in a broad range of industries. We customize our services in response to our client’s goals for their accounting and financial reporting departments. These goals include enhancing technical accounting knowledge, process improvement, deadline management, and overall cost savings. Our approach is to understand your company both in its current state as well as where you plan to take it and create a service offering that is both flexible and reliable as your business changes. Common services we provide are ongoing management of your period ...