Our Contacts


70 Santa Felicia Dr

Goleta, CA 93117

2243 S. Depot Street, Suite 101

Santa Maria, CA 93455

Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: [email protected]

About Platform Technology Advisors

Answering the “what” and “why” of how accounting software helps your business… Platform Technology Advisors is a full-service accounting firm and Sage Software business partner specializing in income tax, business accounting, business software products and services, estates and trusts, financial…

Answering the “what” and “why” of how accounting software helps your business…

Platform Technology Advisors is a full-service accounting firm and Sage Software business partner specializing in income tax, business accounting, business software products and services, estates and trusts, financial and estate planning, and wealth management throughout California and the Central Coast. 

Assisting our clients with financial technology for over three decades, we understand that great accounting and Enterprise Resource Planning (ERP) software can’t always be the one and only answer to streamlining business operations or improving the bottom line. It’s a good start, but you also need proper accounting practices that are relevant to your business. The team at Platform Technology Advisors provides 30 years of accounting and wealth management expertise to help you fully understand what you’re getting in accounting and ERP software, along with why it’s so important for your business– all while advising you each step of the way. 


Our Beliefs Hold True In All We Do

  • We believe that doing what’s best and doing what’s right should be one and the same. 
  • We believe that every investor and business is unique – requiring custom, comprehensive accounting and wealth management solutions.
  • We believe that one solution doesn’t fit everyone’s business and we won’t recommend our software unless it will work for YOU!