Platform's latest growth in California

Platform expands its northern California presence and establishes its first offices in the southern part of the state

Salt Lake City, UT, January 23, 2023

"As we continue to grow our California presence we enhance our client service capability through the addition of new areas of expertise, we improve our ability to attract new talent, and we boost the support and connectivity of our existing teams in the area," said Reyes Florez, CEO when asked about Platform's focused growth in the state.

On that note, Platform is excited to announce three new offices in the great Golden State.

Alpert & King and R.O.A.D - Thousand Oaks, CA

Alpert & King and R.O.A.D (Restaurant Outsource Accounting Destination) were founded by partners Brian Alpert and Mitchell King. For the past three decades, Alpert & King has provided tax and compliance support to individuals and small and medium-sized businesses, while R.O.A.D has specialized in providing outsourced accounting, finance, and consulting services to restaurants in over 22 states. Moving forward, the local tax office will be known as Hidden Valley Tax and Consulting, and R.O.A.D will become a specialized service offering and team under the Platform Advisors brand. The unique expertise of the team is sure to prove invaluable and will add meaningful specialization and diversification to the offerings of Platform Advisors.

JHS - Danville and Anaheim, CA

For over 40 years, JHS has offered top-of-the-line accounting and consulting support to a wide range of privately-held companies in multiple industries, with a special focus on construction and real estate. The firm's five partners, James Kepke, Michael Huhn, Denise Capie, Craig Cleveland, and Thomas Henle, will be joining Platform alongside their team of 31 professionals. Similar to Platform, JHS is committed to remaining "small in their focus, but big in their thinking and capabilities."

Hamilton & Company - Modesto, CA

Hamilton & Company was founded in 1973 by Meredith Hamilton. Hamilton & Co., at its heart, is a family-owned business with Jeff Hamilton and Cathy Stapley, son and daughter of Meredith, also serving as partners at the firm. This office has proved to be much more than a workplace with the team at Hamilton & Co. forming strong relationships with one another that make them all feel like family. In fact, the friendship between the Hamilton family and managing partner Mark Cook dates back to high school! A major highlight in acquiring a firm like this one is the people who are committed to serving their community and extending heartfelt care to every one of their clients. We look forward to continuing the legacy of Hamilton & Co., now Sierra View Tax and Consulting.

Each of these offices brings something unique to Platform. We look forward to partnering together to support them in adapting to the ever-changing world of accounting while helping them retain the heart and individuality that makes each one of them each so special.