Mary has been helping us with our taxes for years now. We decided to meet with her as we were getting ready to retire so we could see what our options would look like. We had a rather complicated case due to some issues we were experiencing with getting the full amount of our money. She was patient and kind and listened to all of our concerns to guide us through this stressful time. She provided safety to protect our money as well as the ability to grow our legacy for the future and provide income. I am very happy that we chose to work with her.

Platinum Tax Advisory was wonderful during my transition into retirement. Mary was very beneficial in showing me how to optimize my social security and taxes. I have used Mary’s services for years and will continue to use them in the future.

Mary helped me with my retirement, taxes, and insurance options. She was helpful and very knowledgeable. I would definitely recommend her to friends.

I was told this company could help me and they charged me and delivered nothing.