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About Us

At Platform 3, founded by Rome local Brent Pullen (CPA), we pride ourselves on delivering comprehensive tax and accounting services tailored to meet the unique needs of individuals, families, and businesses. With decades of expertise passed through generations, we offer reliable, personalized solutions that empower you to thrive.

Our Services

Tax Preparation and Planning

Streamline Your Taxes, Maximize Your Savings
We offer expert tax preparation services for individuals, families, and businesses. Our proactive approach to tax planning ensures you minimize liabilities and maximize deductions, keeping more of what you earn. Whether you're navigating individual income tax, trust and estate taxes, or corporate filings, we’ve got you covered.

Services Include:

  • Individual tax preparation and filing

  • Small business and corporate tax solutions

  • Trust, estate, and gift tax planning

  • Proactive tax-saving strategies

Accounting and Bookkeeping

Accurate Records for a Stronger Future
Focus on growing your business while we handle the numbers. Our accounting and bookkeeping services provide you with accurate financial insights and reports, ensuring you stay on top of your finances.

Services Include:

  • Monthly bookkeeping and reconciliations

  • Financial statement preparation

  • QuickBooks setup and training

Succession and Retirement Planning

Preserve Your Legacy, Secure the Future
Whether you're preparing for retirement, selling your business, or passing it to the next generation, we can help you transition with confidence.

Services Include:

  • Retirement and exit strategies

  • Business valuation and sale preparation

  • Gift Tax strategies

  • Family business succession planning

  • Estate and wealth preservation

Business Advisory and Entity Selection

Set Your Business Up for Success
Choosing the right business structure is a critical first step in ensuring long-term success. At Platform3, we help you evaluate your options and select the ideal entity type—whether single-member LLC, S-Corp, or Partnership—to align with your goals.

Services Include:

  • Business formation and registration

  • Entity type evaluation and restructuring

  • Compliance with state and federal regulations

  • Strategic business growth planning

Payroll Services

Simplify Payroll, Empower Your Team
Managing payroll can be time-consuming and complex. Let us handle the heavy lifting, ensuring your employees are paid accurately and on time, while you focus on running your business. Our payroll services are tailored to meet the needs of small and medium-sized businesses.

Services Include:

  • Full-service payroll processing

  • Employee direct deposit setup

  • Payroll tax calculations and filings

  • Year-end W-2 and 1099 preparation

  • Compliance with federal, state, and local regulations

  • Customized payroll reports and analysis