Helping you Navigate your Financial Journey! Call us today (352) 472-7222

  • Home
  • About
  • Team
    • Jaime
    • Shelley
    • Josh
    • Debbie
    • Nikkie
  • Resources
    • Forms
    • 2025 FAQ's
    • TeamViewer
  • Contact
  • More
    • Home
    • About
    • Team
      • Jaime
      • Shelley
      • Josh
      • Debbie
      • Nikkie
    • Resources
      • Forms
      • 2025 FAQ's
      • TeamViewer
    • Contact
  • Home
  • About
  • Team
    • Jaime
    • Shelley
    • Josh
    • Debbie
    • Nikkie
  • Resources
    • Forms
    • 2025 FAQ's
    • TeamViewer
  • Contact
Platinum Finance & Tax, LLC

About Us

About Platinum Finance & Tax, LLC

Founded in 2013, Platinum Finance & Tax, LLC is a premier boutique tax and accounting firm dedicated to serving the unique needs of small businesses, real estate professionals, independent contractors, and more.


At Platinum Finance & Tax, we understand that each client is distinct, which is why we tailor our services to meet your individual requirements. Our expertise lies in providing strategic tax planning solutions designed specifically for high-net-worth clients across the United States.


Our Focus Areas:

  • Small Business Solutions: We offer comprehensive tax and accounting services to help small businesses thrive.
  • Real Estate Expertise: Our team is well-versed in the intricacies of real estate taxation, ensuring optimal financial outcomes for our clients.
  • Independent Contractors: We provide specialized services to independent contractors, addressing their unique financial challenges and opportunities.
  • Retail and Restaurants: We understand the dynamics of the retail and restaurant industries, offering targeted strategies to optimize your financial performance.


We invest in top industry technology to deliver the most accurate solutions to our clients. To ensure your information remains secure, we utilize the latest software and technology, providing you with peace of mind.


At Platinum Finance & Tax, we are committed to delivering personalized service and exceptional results to help you achieve your financial goals.

Let us partner with you for your success! 

Contact Us

Platinum Finance & Tax Team

Jaime Taylor

Shelley Rummel

Shelley Rummel

Enrolled Agent/ President

Jaime's Bio

Shelley Rummel

Shelley Rummel

Shelley Rummel

Accounting Manager and Corporate Tax Specialist

Shelley's Bio

Josh Taylor

Shelley Rummel

Debbie Wilson

Individual Tax Preparer

Josh's Bio

Debbie Wilson

Debbie Wilson

Debbie Wilson

Bookkeeper

Debbie's Bio

Nikkie Souza

Debbie Wilson

Nikkie Souza

Admin Assistant

Nikkie's Bio

Our Partners

Connect With Us


Copyright © 2025 Platinum Finance & Tax, LLC - All Rights Reserved.

(352) 472-7222

  • Home
  • About
  • Forms
  • 2025 FAQ's
  • TeamViewer
  • Contact