Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax services and professional know-how you’re looking for and can help you navigate your options.

Business Tax Return Preparation

We are fully equipped to ensure compliance on your business tax return.

Charitable Giving Tax Strategies

You love making a difference in the world by supporting good causes…

Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Individual Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Investment Planning

The way you think about investing should be shaped with tax efficiency, length, and risk assessment in mind.

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Retirement Planning

Ensuring you hold onto as much of that retirement savings you spend your lifeblood to build requires some tax-savvy planning.

Tax Planning

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden

Wealth Management

Our economy continues to fluctuate and newer tax rules on the wealthy threaten to diminish what you’ve accrued.

3 Fringe Benefit Mistakes That Can Turn Tax Savings Into Taxable Income

Fringe benefits can save business owners thousands of dollars in taxes. uition help, dependent care, and health reimbursements can provide tax-free benefits for eligible employees, but owners face additional rules based on the benefit and business structure. They're...

Is Health Insurance Tax-Deductible for Business Owners? It Depends on Your Business Structure

You pay a lot for health insurance. So it feels fair to assume the business can write it off. For many owners, it can. But how you get that deduction depends on how your business is set up, and the rules aren't the same for everyone. If you've ever stared at a W-2 and...

Your Books Are Clean. Are They Tax-Ready?

You pay a bookkeeper. Every month the accounts get reconciled, the reports land in your inbox, and the numbers look neat. So when tax season comes, you figure you're set. Most business owners think that way, and it makes sense. But clean books and tax-ready books are...

Behind on Your Taxes? Here’s How to Catch Up Without the Panic

Maybe it started with one year. A busy season, a move, a business partner who left, a stack of 1099s you meant to sort out. Then one missed return turned into two, and now it's the thing you think about at 2 a.m. If that sounds familiar, you're not the only one....

100% Bonus Depreciation Is Back: What It Means for Your Next Big Business Purchase

If you've been putting off a new truck, a piece of equipment, or a round of computer upgrades because the tax side felt confusing, this one's for you. Bonus depreciation is back at 100%, and for a lot of business owners that means a much bigger deduction in the year...

Think You’re Too Small for Tax Planning? That Belief Could Be Costing You

If you’ve told yourself tax planning is for bigger companies, you’re not alone. But tax planning is not reserved for large businesses. Whether it makes sense for you depends on your income, entity structure, operations, goals, and the cost of implementing and...

Why the Timing of Your Tax Deductions Matters More Than You Think

You already know deductions lower your taxable income. What most business owners don't hear enough is that when you take a deduction can matter just as much as whether you take it. If your income is about to change, a deduction you claim today might be worth less than...

Big Profit Year? Here’s How to Stack Deductions So You Keep More of It

A big profit year should feel like a win. For a lot of business owners, it feels like something else too: a quiet dread about what the tax bill is going to look like. You worked hard for that number. The goal now isn't to make it disappear on paper. It's to make sure...

How to Strengthen Your Business Finances for a Downturn (Without the Panic)

Markets shift. Cash gets tight. And somewhere in the middle of running payroll, chasing invoices, and keeping customers happy, you're supposed to also be watching the economy? It's a lot. Here's the good news. You don't need to predict a recession to prepare for one....

The C Corp “Double Taxation” Myth Is Costing California Owners Real Money

C corps are bad because of double taxation. You've heard it a hundred times, probably from someone who never ran the numbers. Here's the truth: double taxation only happens when you don't plan. And in a state like California, where high earners can lose over half of...

How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year! Change that with our tax services.

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Customer Stories

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   Dean Gustafson 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been using J.R. Martin as my accountant for 15 years. They reviewed my old income tax records, and filed amended returns for me, as my old accountant missed some things. The amended returns netted me additional monies that were due back to me from the IRS. I am very happy with J.R. Martin, and would highly recommend them, based on personal experience.
  
 
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   Margo Dean 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very knowledgeable and always ready to help.
  
 
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   Don Cleland 
 
 
 
 Trustindex verifies that the original source of the review is Google. Helping my Professional Corporation thrive since 2019.
  
 
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   Advisor Team 
 
 
 
 Trustindex verifies that the original source of the review is Google. We absolutely love J R Martin & Associates! They are an incredible team and have helped our business stay organized and save money with their expertise! We highly recommend them!
  
 
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   A/P Bob's Tire 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have had an outstanding Experience with JR Martin and all of
their team members.  Very knowledgeable and helpful...  Would highly recommend their Services and Tax Preparation Services..
  
 
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   Jared Noalan 
 
 
 
 Trustindex verifies that the original source of the review is Google. I've had the pleasure of working with JR martin and team for 2+ years now. I initially reached out as I just started my business in 2023 and was in search for a service to help with taxes/accounting services as my business was starting to grow fast and was feeling overwhelmed. What I got in return from them was not only the exact services I needed, but a personable and helpful approach to all my business needs. I can't thank them enough and I can accredit them helping my business just in this short time generating $1.3m+ in revenue. I couldn't have been able to focus on scaling my business to this level without them! Looking forward to the continued growth with them by my side, thank you!
  
 
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   Melody George 
 
 
 
 Trustindex verifies that the original source of the review is Google. I never leave reviews, but I have to give credit where it's due. JR Martin has been fantastic to work with at every single step of my tax journey. They exude excellence in every aspect of their organization, and that's something I appreciate a lot. You can tell when there's great leadership at the top that's setting a culture of excellence, and that really comes across here. They have the process down to a science and everything seems formatted to help you have an efficient and great experience. I really appreciate them and have already recommended them to friends who don't even live in the area!
  
 
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   General Manager - CCCSD GM 
 
 
 
 Trustindex verifies that the original source of the review is Google. JR Martin & Associates provided the best proposal for services and over the past year delivered on their proposal in an accurate and timely manner.  We would recommend JR Martin
  
 
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   Chad Bjorgan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great experience. A very thorough and thoughtful group.