J.R. Martin & Associates

• Tax Preparation Overview Federal & State Tax Filings
• Federal & State Tax Filings
• Business Strategy Overview Business Plan Entity Selection Financial Reporting Operations Management
• Business Education Overview Regulations Expenses & Deductions Automation & Efficiency Retirement Planning & Benefits Core Mastery
• Retirement Planning & Benefits
• Business/Tax Credit Employee Retention Credit Pass-Through Entity Election
• Pricing Annual Services Overview Overview Schedule A Review Call Platinum Package Overview Schedule A Review Call Gold Package Overview Schedule A Review Call Core Mastery Schedule A Review Call
• Annual Services Overview Overview Schedule A Review Call
• Schedule A Review Call
• Platinum Package Overview Schedule A Review Call
• Gold Package Overview Schedule A Review Call
• Resources Business Guide Banking Guide Financial Guide Insurance Guide Life Events Guide Taxes Guide Retention Guide Tax Tips - Businesses Tax Tips - Financial Tax Tips - Individuals Useful Links
• Tax Tips - Businesses
• Tax Tips - Financial
• Tax Tips - Individuals

Our Business Packages Include the Following Areas of Expertise

Your financial plan is only as good as the data used to create it You didn’t get into business to be a bookkeeper or an accountant We get that Whether your books need a little bit of help or a lot of help, we are equipped to oversee your accounting with regular check-ins with your in-house bookkeeper to fine-tune your financial statements and training to use the latest technology for maximum efficiency and accuracy Many business owners find that they enjoy trusting their entire accounting department to us, and prefer not to have an in-house bookkeeper During your initial review, we will advise you of your options and our recommendation, and you make the choice

You don’t trust your tax preparation to just anyone You want an established team that is well trained in preparation, as well as planning and strategizing for your future Spotting the savings opportunities is so important, but so is implementing and tracking those savings to ensure the plan is working and to maintain the plan on an ongoing basis, to accommodate the changing needs of your growing business We focus on tax preparation and strategies for business owners and our process ensures that no stone is left unturned when it comes to lowering your taxes

Your business is a living, breathing organism It grows and morphs over time and your needs change You need a team behind you that understands that, has seen businesses in different stages and works to anticipate your needs before you do You want to be confident that you have prepared well for the future by projecting your cash flows and financial trends and understanding the drivers of your income and expenses Our team will discuss with you where you are, where you have come, and where you want to be We will benchmark you against your industry to give you a scorecard to see how you line up and discuss specific objectives for improvement We have discovered that this approach helps business owners launch their business higher, faster, and stronger with the confidence of our great team behind them

You may have gone to business school or you may have not You may think regularly as a business owner – “I didn’t go to school for this ” We hear that from our business owners regularly and so, to that end, we have sought out tools, information, and education to help our business owners succeed and we intentionally educate on business and financial concepts to help you fill in those gaps We offer a 24-topic entrepreneurship course, allowing you to learn foundational concepts of being a business owner We really want to help you build a better business

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Speak with one of our Trusted Advisors to find out which of our packages is best for your business needs

Juli R Martin, CPA, obtained her B S in Accounting in 1998 and her CPA license in 2001 After seven years of Controller experience, she began J R Martin & Associates Juli is a member of the California Society of CPAs and the American Institute of CPAs ProAdvisor She is also a QuickBooks ProAdvisor and a Certified Tax Coach She and her husband Noah have two children, Tate and Carter

ABOUT J R MARTIN CPA