Platinum Financing Group

Platinum Financing Group

Reviews Summary

Platinum Financing Group receives consistently outstanding reviews for their exceptional service, professionalism, and expertise in securing funding. Customers highlight their responsiveness, transparency, and dedication to meeting business needs. Many praise the team's ability to simplify complex processes, provide creative solutions, and deliver results efficiently. The personalized attention, thorough communication, and commitment to client success stand out across reviews. Clients highly recommend their services, often noting how the team exceeds expectations and builds trust through reliability and honesty. Multiple reviewers emphasize they would return for future financing needs.

About This Listing

Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Real Estate

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Real Estate

Contact Information

Address

303 N Glenoaks Blvd #200

Burbank, California 91502

Hours

Sunday Closed
Monday 8AM-7PM
Tuesday 8AM-7PM
Wednesday 8AM-7PM
Thursday 8AM-7PM
Friday 8AM-7PM
Saturday Closed

Customer Reviews

I had the pleasure of working with Deborah from Platinum Financing Group and I couldn't be more impressed with their ability to secure funding. She has a deep understanding of the funding process and a strategic approach that gave us confidence every step of the way. Deborah was incredibly patient and always transparent throughout the process. Their attention to detail and persistence were key factors in helping us secure the capital we needed. Thanks to their efforts, we were able to move quickly and effic

I had the pleasure of working with Platinum Financing Group and it was so easy from start to finish. The entire loan process was incredibly streamlined and efficient. They made what can often be a stressful experience feel smooth and manageable. Communication was prompt, and always professional. Deborah was patient and always willing to educate me to make sure I felt informed and supported every step of the way. I highly recommend them to anyone looking for a hassle-free financing experience.

I would highly recommend Deborah, and the Platinum Financial Group. I learned a lot about credit & financing from her. She deserves 5 stars because of her experience & knowledge! She is also very receptive in calling back. Her customer service skills is excellent.

Deborah of Platinum Financing Group was excellent! Handled my funding needs successfully and with a sense of urgency. Easy to work with and always responded quickly. Would highly recommend!

I have never had anyone go above and beyond as Deborah Koffler has. She explained everything to me. We ran into several issues and she was able to get through it with me. Several times she had to think outside the box to make things work. Not once was I ever on my own. If I had any questions she was always available to assist. I can't thank Deborah enough and I will definitely reach out to her in the future and send my friends to her. Thank you Deborah!!!!! Correena Grizoffi

Deborah and her team at Platinum Financing Group were top notch and took care of us like we were family. If you're looking to get financing they are the best, and know the ins and outs of financing. Thanks for all your help!

Without reservation, I completely recommend Deborah at Platinum Financing Group. She took the time to understand my business needs and provided realistic solutions to meet my goals. It's very refreshing to work with someone who is honest and up front about how they can help, and Deborah was proactive and committed to funding my business every step of the way. Working with Deborah is amazing; she's always responsive and my experience with Platinum Financing Group has been smooth and stress-free. Without ques

Deborah Koffler was very helpful showing me where I needed to improve my credit and how to fix the problems to get to my goals she was patient for me to work it out . I would be coming back and recommend platinum to my friends thank you Deborah for all your hard work

Deborah's dedication has set the foundation for my financial journey, and I'm genuinely grateful for her expertise. Thanks to her efforts, my future story is now shaped with a positive and secure financial beginning. Her hard work and patience throughout the process were truly commendable. I am beyond excited about the results and can confidently say that every penny spent on their services is well-deserved. The professionalism and commitment exhibited by Platinum Financing Group, through individuals like D

Working with Platinum financial group provided me the funds quickly and with great customer service! I was pleasantly surprised by the team and their hard work around the clock to help me out. Thank you!

Deborah is the gold standard of funding companies. She goes above and beyond to help navigate the forest of offers and is the one person I would trust to help with your funding. Her practical approach to finding affordable funding makes you feel like she really cares about your success.

We highly recommend working with Deborah from Platinum Financing Group. She was very dedicated to our businesses needs and looking out for our best interest. She told us when something was good and when something was no good. Very on top of the situation and always pushing for the best for our business. She was great to work with and is honest and sincere. I will definitely work with them again if I need more funding!

I signed with Deborah with PFG, who has some slight reservations about how their process works. Deborah went far above and beyond to ensure we got exactly what we needed. The time and complexity of getting it done was something I could not have done on my own, without losing precious time as we I am in the start-up mode. I am grateful to Deborah and happy to give a five star rating. Highly recommended!

Deborah is awesome she went the extra mile to work with me and she's very knowledgeable and will help you and guide you on the right path.

Deborah and the team at Platinum Financing Group are the best! I highly recommend working with them.

Deborah is extremely knowledgeable and professional. She definitely knows how to get things done! I would not hesitate to recommend Platinum Financing Group to anyone looking for funding!

I was able to secure over $66,000 with 0% interest for up to 21 months thanks to the Platinum Financing Group. Deborah, Eleanor and Phil were professional, easy to work with and promptly answered all of my questions. Now, my wife and I can proceed with our life changing business ventures in earnest. I would highly recommend them to anyone who needs personal or business financing. Trust in the Platinum Financing Group and their team of consummate professionals.

Platinum provided us sound guidance in navigating appropriate credit improvement and then they completely took the guesswork out of finding quality no/low interest positive credit. Eleanor and Phil were wonderful partners and did a great job explaining and providing information on the usage of credit for investing and rotation. Platinum is an excellent partner for responsible credit usage and they maintain their connection to review and re-install no/low interest rates and can service credit build-up for bu

I had a chance to work with Deborah at Platinum Funding and she did not disappoint. She analyzed ever doc that was submitted and gave her feed back. Our communication was so on point. Can't wait to work with her again.

Platinum Financing Group was simply amazing! The staff was responsive and very helpful. The process was simple and quick. All questions were fully answered. The level of communication provided by Phil and Eleanor was amazing! I highly recommend this professional team.

Deborah made the process feel seamless. She stayed with us all the way through. Even after she completed her part, she checked back to make sure we were satisfied and had all we needed.

We highly recommend Platinum Financing group! Deborah was diligent and proactive in helping us navigate financing. Hard working and dedicated. Thank you Deborah for your assistance as we continue to grow our family business.

Consulted with Deborah on loan and financing options. Deborah is knowledgeable, responsive, and thorough.

I love Platinum Funding! Eleanor has been my point of contact and helped not only me but also my clients in getting finding at 0% APR to invest when we need it most while keeping our cash flow healthy. I trust them 100% especially after having tried another funding service called Fund&Grow that was an absolute terrible experience and left me feeling very weary about funding companies. Platinum Funding follow through on their promises and make the process really easy. I will continue to send them referrals a

Deborah at Platinum Financing Group helped us receive a loan, very quickly with no hassle! She was knowledgeable, responsive, and accessible. Thank you to Platinum Financing Group for making this a seamless process.

I wanted to start up my real estate investment business and needed funds to get started. I didn't have a good enough credit score at the time to get the funds I needed. I was referred to Phil with the Platinum Financing Group. Phil and his team were great! They were very professional and responsive. They explained everything I needed to do and everything they were going to do to help me. They stayed on top of the process either reminding me of what I needed to submit or responding to requests from various c

Platinum Financing Group is an awesome company. They definitely expedited funding needed to get my real estate business afloat. They were transparent about everything and you never felt forced to do anything. Highly recommended!

Very knowledgeable and very easy to work with. She everything she could to help us.

Platinum Financing Group was great. Deborah Koffler is stellar. I would gladly recommend thieir services to any prospective borrower.

Platinum Financing Group were awesome! They were very responsive, professional, and helpful every step of the way. Not only was it easy but quick too! Positive vibes from the teams communication skills and overall process.

Amazing company! Deborah and the team at Platinum were so helpful, kind, professional, walked me through the process easily, everything changed for my company as well personal finance, got me over 70,000 available credit at 0% I'm now out of debt and my credit score went up 200 points +... thanks Deborah and everyone at platinum! Your amazing!!!!

We needed funding for our startup business, and we were not sure the best way to make it happen. We talked to Deborah at Platinum Financing Group. She walked us thru all the steps and then was in regular contact to let me know what was going on and the steps that needed to be done by me. She got us the funds while allowing me to focus on getting work done. Thanks

Platinum Financing Group is the best in looking out for you every step of the way. The team is caring and straightforward in giving you the options that will benefit your situation. They will work with you to have solutions for helping you toward your financing endeavors. It's worth it to have this team at your side. Keep up the excellent work!

Platinum Financial Group was amazing to work with. They were very professional yet so personable that I felt I was the only person on the planet they were working for. They were extremely responsive to all my questions and concerns. I would highly recommend Platinum Financial Group, they will not disappoint.

If you are looking for funding with a professional company that gets results! Then look no further. Platinum Financing Group holds a high priority on the companies that I trust with my business and personal financial needs. When I need funding my first call is always to Platinum Financing Group. I strongly recommend this company!

Platinum Financing Group helped me attain more financing than I initially requested. The staff is diligent and highly professional. Thank you to Deborah and Team (awesome).

I greatly appreciate the work that Deborah invested and the work she did raising the funds and doing it with multiple lenders without my direct involvement. She made it easy and was always available for guidance and council.

I worked with Deborah and Eleanor at Platinum Financing Group and I couldn't be happier with the process. They explained everything that was going to happen, how it was going to happen, and they were there every step of the way to answer all questions. They helped me get $100k+ in funding for my business. I would highly recommend them to anyone looking for capital to start/grow their business.

Nothing but great things to say about this company. They got about 80k in funding. The process was easy and smoothe. I was working with Eleanor. Let me tell you she is the best. She gets things done, shes amazing and does a great job explaining things. She also has a beautiful voice i almost wanted to ask her out on a date lol but seriously i highly reccomend these guys they will get you together.

Platinum Financing Group is great! A special thank you to Deborah who made our process seamless and easy.

My experience with Platnuim was above exceptional. Jodie is personable and professional and overall pleasure to collaborate with . Jodie demonstrates top skills and is always on top with communication . I highly recommend their services . I would work with Platnuim again in the future.

I was extremely happy with there service They worked after hours to help me get funding. I would recommend to anyone that platinum financing group is a great choice

Debra was extremely helpful and responsive with during the whole process. Every time I called and had a question, she was available and had the answer I was looking for. I would highly recommend her services

Working with Platinum Financial was an absolute Joy ! the best decisions I ever made! They were so professional but yet still friendly and informative!! Highly recommended!!

PFG (especially Phil) helped me get funding for my first business years ago! I am very thankful for their assistance and they took care of me every step of the way. Using creative ideas, they helped me find the capital I needed to pursue my dream.

Platinum finance group are excellent at helping business find creative financing. They helped me raise over $100k in financing and were great to work with.

The team is very straightforward and everything is presented in a clear and concise manner. They were responsive and had NO surprises once we started. Overall I'm very satisfied and recommend the service to anyone looking for capital.

Platinum Financing Group helped me get the funding I needed for my business! They were so knowledgeable and helpful throughout the whole process!

I had a great experiencing working with platinum financing group that provided everything I needed in timely service and I would highly recommend them to anybody else.

Deborah at Platinum Financing Group was very helpful, patient, and informative. Thank you, Deborah!

I felt like a priority throughout the process of working with the team. They were professional, understood my goals and prompt. Highly recommend!

Platinum Financing Group was an absolute amazing company to work with. They exceeded my expectations!

Everyone at Platinum Financing was extremely responsive, professional, and knowledgeable. It was a very good experience.

Deborah worked so hard for me, her service was awesome!

Fast, detailed and wonderful customer service!

Platinum Financing Group provided effective results with quality service. I would highly recommend them!

These folks do an incredible job. I highly recommend them!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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