Relying upon decades of experience, Martin Tax & Financial Services works with individuals and small businesses to help them navigate financial challenges and pursue financial goals. Our team of professional tax and investment advisors offer a wide array of services designed to help create, grow, and preserve our clients' wealth.
Our strategies are customized to the needs of each individual client. Whether you're just getting started or you've got years of experience under your belt, we're excited to work with you to bring your financial strategy to life. From income tax preparation to retirement planning, we're here to help you pursue your goals.
Our strategies are customized to the needs of each individual client. Whether you're just getting started or you've got years of experience under your belt, we're excited to work with you to bring your financial strategy to life. From income tax preparation to retirement planning, we're here to help you pursue your goals.
Services
Martin Tax & Financial Services opened its doors in 1987. After nearly twenty years in management at H&R Block, Michael L. Martin decided to create his own tax firm so he could provide tax services in the way he felt best served his clients. Early in his career, Mike noticed that many of his tax clients were losing investment gains to taxes.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our mission is to get to know and understand you, your needs, wants, and long-term goals. We want to help you develop, implement, and monitor tax and investment strategies that are designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming.
Our firm focuses on helping individuals develop sound tax and financial strategies throughout all AGES. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
We're now offering online scheduling! You can opt for an in person meeting at our office, a phone call or a virtual meeting. First, let us know the general nature of the meeting by choosing either the taxes or investments/financial planning box below. Then follow the instructions to schedule your meeting.
Reviews (4)
Corey Jennings
May 23, 2021
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I chose this tax preparation location, because they have an EA, certified through the IRS. We paid a lot for his services, but all my returns were processed incorrectly, and when I contacted him, he asked for more money and wouldn't help correct the problem. I've had find work-arounds to get my refunds. I'm upset at how unprofessional they are there.
Kathy Laws
Mar 12, 2021
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Latrice Gray
Jan 10, 2021
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Brad Hunt
Jun 28, 2016
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