Natalie is honest in her dealings with us and how she does our taxes. She knows what she is doing. She is always available, she responds with in 24 hours any questions we have and is not afraid to admit that she doesn’t know the answers but then she finds out immediately.I will stay with Natalie and Platform Tax for years.
Using Platform Tax was super convenient. I appreciate the online portal for easily exchanging documents, signatures, and even quick online payment. I felt like they kept track of me as an individual.
This place is great. They are very through and know how to help you through the entire process. I would highly recommend using their services. What a pleasure to find a company that is this easy to deal with.
My tax man retired and Danielle Bird took his accounts. She understood my situation and told me exactly what I needed to do moving forward. Easy to talk to and very good at what she does.
Natalee and Danielle are very good at what they do and got my taxes filed in a timely manner. I highly recommend them.
As a small local business owner I looked for advice and guidance in tax preparation and planning for my company. When I spoke with Natalee she was VERY put out and annoyed with me having questions regarding her fees and explanation of my tax breakdown and liabilities. She stated in an email “ I just don’t have the time or energy to convince someone of the value I provide.” WOW, she let me know I could pick up my documents and find another CPA and “graciously” said she would not charge me. The lack of professionalism and client concern is reason enough to avoid Platform Tax not to mention the patronizing and condescending attitude is very off putting as well. I would suggest looking elsewhere for your tax and accounting needs.
Personal swore at me when I inquired about doing my taxes. Would not add information to make taxes correctly which would have cause me fines and penalties. Do not recommend.
We have used Platform for several year now for business and personal returns. They have been a pleasure to work with. They have always been very responsive and professional.
These guys are great. They have done my taxes for years and they do them quickly, efficiently, and make it an easy process when so many other companies sometimes do not.I actually tried going to someone new last year and it was not a good experience. I contacted Danielle and Natalie at Platform Tax and they helped me very quickly. I wont be going anywhere else for my taxes again.
Natalee always does a great job for us. Makes it easy.
Natalee and her team are so helpful, accommodating, and pleasurable to work with. I really appreciate how she answered all my questions, worked with me to get the most out of my tax return, all the while with a very helpful attitude. Also, the service was very affordable, and 100% worth utilizing these professionals. I definitely recommend using Platform Tax!
I have been using the same tax professional for the last 22 years and decided that he was not doing what was in my best interest, I was refereed to Natalie of Platform Tax & Consulting by a friend and I am EXTREMELY PLEASED and GRATEFUL to her and her staff. From day one Natalie was prompt in returning my phone calls, emails and her staff continued with that policy. As a client that would be needing seven (7) tax returns completed I asked her for a price up front and it was the same amount when the bill came due, no surprises or add in charges. I am probably one of the few people in the US that actually reviews their tax returns every year and they were spot on. Not only were they correct but Natalie even told us that if we made a payment to our IRA how much it would lower our tax bill.I am very happy and satisfied that I was refereed to Platform Tax & Consulting and will continue to do business with them hopefully for the next 22 plus years.
I really appreciate the heads up ‘punch list’ that is sent out that helps me prepare my tax info months in advance. It gets me thinking about it early so I don’t put it off and stress out in March/April. And the whole process is taken care of digitally and seamlessly- makes my life easy.
I recently started my own business and I was completely lost of how to file my taxes for an S-Corporation. Platform Tax Consulting was super easy to deal with and very fairly priced. They helped me manage my communication with the IRS and get everything taken care of. I highly recommend using them.
Platform Tax & Consulting have the most amazing, kind and efficient people. Thank you for all you do for our family.It is so nice to be able to feel at ease when tax time rolls around. Stay safe 🙏, Sincerely, Wendy Andreason and family.
Platform Tax & Consulting are easy to work with, accurate and very pleasant. Ive never done my taxes virtually before but with COVID-19 it was necessary. Natalie and Danielle made it easy and fast. Thanks you!! The Sanchezs.
Excellent, fast and thorough service! I am always impressed with how quickly they are able to get my taxes done. Natalie is great at offering tips and suggestions to utilize and recieve full tax benefits! Thank you.
I love Platform Tax & Consulting. Every experience I have had with Natalee and her amazing team has been perfect. Very knowledgeable and easy to work with. Thank you as always
Natalee and her associates are awesome. I would recommend Platform Tax to anyone who wants professional and prompt service at a very reasonable rate. Thanks Platform Tax & Consulting!
The Platform team did an excellent job filing our taxes and answered all of our questions in a timely and professional manner. I would definitely recommend others use their services.
Easy and quick. Whoever helped us, I cant remember her name, did a great job. Shes helped us every year, maybe I should learn it! I would definitely recommend having someone who is a CPA do your taxes, and thats what you get here.
Platform Tax & Consulting is fast, professional, and provides excellent customer service. I have used them multiple times, but, used a different service last year. Needless to say, I have returned to Platform after a disastrous experience with another company. They are responsive and completed our tax returns without any delay.
So far, so good. THANK YOU! Youve been very kind. The technology of things had made it easy 👍
Great communication from Natalie Harris. She helped me clearly understand my tax situation.
Awesome customer service! Everyone is helpful and always willing to answer questions.
Always simple and quick but will always take time to answer my questions you may have or explain new tax laws that’s will affect you. Been a customer for 6 years and have nothing but positive to say! Natalie happens to be our tax professional and she is super great to work with and always looking out for us. We’ve also met with others though too and had nothing but good experiences.
Theyre awesome!!!! Always willing to answer my questions on the phone or email all year long not just during tax season!
They took care of all of my tax needs. Quick and easy.
Our tax preparation was easy and quick. Since we have been using Platform Tax & Consulting for quite a few years now, much of our information was already prepared. We actually received our Federal return electronically transferred to my checking account in 3 days!! I was pleasantly impressed!
I have been using Platform Tax since 1997. The people there are very professional but also personable. Every year they have taken the time to answer my questions and I feel go the extra mile.
Natalee was fantastic. Absolutely professional and responsive to questions. I can recommend their services to anyone
Every year they made mistakes that I always Had to pay IRS for not doing Rights my taxes if you check my profile you will see.
Been using them for years and they always do an outstanding job! I can tell that they are genuinely concerned about my business and some of their tax strategy advisement has proved to be invaluable.
This is the very BEST ever Team for having your taxes done. They not only kept me informed but also gave me advise which saved me thousands of dollars......If you hate taxes like I do ...go to the team that truly cares.......:)
I believe this is the best place to get taxes done. The people are friendly and helpful. Thanks
I have a few rental properties and investments and Platform always does great work and helps me stay on top of my taxes.
Unfortunately this year I choose to go with bad advice to use Platform Tax. Ive never had a more impersonable experience with any company. Not only was my account handled by several different people. The original professional who was set to be my account manager wasnt even available by phone or email. Secondly the complete lack of communication and understanding was seriously non existent. Ive tried several attempts to reach the lady who put my tax return together but get transfered or given a complete different person who doesnt even know my account. shameful business practice DO NOT LEAVE YOUR BUSINESS IN PLATFORM TAX HANDS....THE WORST EXPERIENCE I HAVE EVER ENCOUNTERED WITH A FINANCIAL COMPANY!!!!
Taxes done in timely manner.
Very friendly and knowledgeable. Been a customer for over 17 years
Seasoned professional with great experience and very smart.
These fine folks bought me tickets to go see star wars... enough said.
Prompt, friendly and efficient service provided.
Excellent Service