Our Services
Core Capabilities & Expertise
Proactive, Comprehensive, Detail-Oriented Accounting Services for Business.
Here at J.R. Martin & Associates, our goal is to help your business reach its full potential.
Our small business services build on each other to achieve this goal. Starting with a foundation of producing solid books each month, either through our team or your in-house bookkeeper.
From there, we are able to provide strategic tax planning and big-picture business strategy to help you save more and make more money.
Accounting
We Help Small Businesses Manage Their Books
Your financial data is vital to your ability to effectively make successful business decisions and plan for your company’s future. We provide small businesses throughout Northern California with comprehensive accounting services that will equip you with the financial information you need when you need it. You’ll not only be able to make more informed business decisions, but you’ll also have a competitive edge by accessing up-to-date financial information proactively.
Tax
We Help Small Business Owners Plan For and Prepare Their Taxes
Tax Planning
We never want our clients to be surprised by their tax bill, that why our team works with you throughout the year to create tax liability projections so you can plan and budget for your taxes. We also help you find ways to lower your tax burden based on what we’re seeing in your business financials.
Tax Preparation
We stay up-to-date with all of the latest tax preparation technology. Our staff has access to high-end software that allows us to streamline your information gathering process, support good communication during the tax preparation process, and deliver accurate, high-quality tax returns. We will perform this work while striving to maximize your tax savings every step of the way.
Advisory
We Help Small Businesses Improve Their Processes & Profits
Tax Strategy
Our Certified Tax Coach will help you implement a tax strategy tailored to your specific business that will help you keep as much of your revenue as possible. Our tax strategy includes regularly monitoring your type of entity, owner compensation, real estate strategies, and expense documentation. Using the information we’ve gathered, we will ensure that your business is structured in the most tax-efficient way possible and that you will remain compliant with all documentation and tax positions.
Business Strategy
We also provide professional business strategy services to help you with things like cost control and profitability. Small businesses can leverage our business expertise in any number of ways, whether it’s helping identify the most critical drivers in your business, monitoring those drivers, or asking for guidance regarding new ideas to improve your business. When it comes to business strategy, you can rely on us to keep an eye out for the most important financial trends and to keep a finger on the pulse of your organization’s health.
The Partnership & Expertise You Are Looking For
We look forward to working closely with you to help accelerate your company’s growth and improve its profitability, all while providing you with more time to do the things you love.
