Your Partner For Success

Platinum Tax Management is an independently managed, privately-owned tax 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.

Work With A Team Of Tax Specialists

At Platinum Tax Management you’ll find trained tax specialists who understand your tax situation. We’ll address your concerns and answer all of your questions with professional, fast, and friendly service – the way it’s meant to be! We make customer service our top priority, so when you’re looking for a tax preparation firm, Platinum Tax Management is one of your best choices!

Puzzled by the tax laws?

Today's tax laws are so complex that filing even a relatively simple tax return can be confusing. It’s not surprising that preparing your own income tax return can leave you with more questions than answers. That’s why millions of taxpayers utilize tax professionals to prepare and electronically file their tax returns. It’s just too easy to overlook the deductions and credits to which you are entitled. Nationally, many taxpayers believe they benefited from using a professional tax preparer.

Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Here's what you’ll get at Platinum Tax Management...

Your tax return will be prepared by one of our tax professionals and then rechecked for accuracy. Any additional tax deductions or credits that might be available to you will be identified. We’ll also identify any potential problems the IRS may look at more closely. Then we’ll electronically file your tax return, and if you desire we’ll provide you with a bank issued refund check. We’ll show you how to adjust your payroll withholding to get more money back in your paycheck each week. Why give the IRS an interest free loan for a year? We’ll also show you potential deductions to limit your tax liability for next year.
a book by jeremy m. matranga, RFC

Taxing Away Your Wealth:

Tax Management, the Missing Piece of Your Wealth Strategy

Taxing Away Your Wealth is a straightforward guide designed to help promote awareness of potential tax issues that may arise as a result of your investment choices. It is crucial to be tax-conscious when you are developing a solid wealth strategy. This guide will navigate you through the complexities on how to measure, compare, and manage the potential tax-obligations that are associated with different strategies. By educating yourself, you gain the knowledge and wisdom to make more informed decisions in your pursuit of achieving financial independence.

This book’s main objective is to educate investors in regard to taxes, investments, and retirement.

2024 Tax Deadlines

Annual
  • Return Type Deadline
  • Partnership Form (1065) March 15, 2024
  • Extension (1065) September 15, 2024
  • Individual (1040) April 15, 2024
  • Extension (1040) October 15, 2024
  • All Tax Payments April 15, 2024
  • Form 1099 January 16, 2024*
Quarterly
  • Payment Period Due Date
  • September to December (2023) January 15, 2024
  • January to March April 18, 2024
  • April to May June 15, 2024
  • June to August September 15, 2024
  • September to December January 15, 2025

*Applies if you are an active real estate professional or plan to use the 20% pass-through deduction.

2025 Tax Deadlines

Annual
  • Return Type Deadline
  • Partnership Form (1065) March 15, 2025
  • Extension (1065) September 15, 2025
  • Individual (1040) April 15, 2025
  • Extension (1040) October 15, 2025
  • All Tax Payments April 15, 2025
  • Form 1099 January 16, 2025*
Quarterly
  • Payment Period Due Date
  • January to March April 15, 2025
  • April to May June 15, 2025
  • June to August September 15, 2025
  • September to December January 15, 2025

*Applies if you are an active real estate professional or plan to use the 20% pass-through deduction.