About Me

Owner 

 I’m Casey Felton, founder of Platinum Financial Services, based in Fredericksburg, Texas. With over a decade of experience in financial management, bookkeeping, and tax support, I help individuals and small businesses stay organized, compliant, and confident in their finances.

My background includes serving as a Chief Financial Officer and financial consultant for fast-paced, cash-flow-driven businesses, where accuracy, organization, and proactive planning were critical. Today, I bring that same level of care and attention to detail to every client—whether I’m managing monthly bookkeeping, preparing tax returns, or helping clients stay tax-ready year-round.

I specialize in clean, reliable bookkeeping and professional tax preparation for both businesses and individuals. From maintaining accurate financial records to ensuring timely and compliant tax filings, my goal is to simplify the financial side of life so clients can focus on running their business, serving their customers, and achieving personal financial peace of mind.

With a MBA and hands-on experience across multiple industries, I pride myself on being approachable, responsive, and detail-oriented. When you work with Platinum Financial Services, you work directly with me—receiving personalized service you can trust right here in the Texas Hill Country and surrounding areas.