Martinez and Associates approach to our clients is to provide innovative solutions for their needs. Our highly trained professionals provide traditional services such as assurance, accounting, tax, consulting and management advisory services. Succession planning, development of key performance indicators, CFO services, private equity funding/banking relationships, and Research & Development Tax Credit/Cost Segregation Study, are a few other services we provide to enhance or assist with the strategic development of our client's needs. Our collective business acumen allows us to be proactive with your needs, known or unknown.
Our work includes a review of internal controls, testing of selected transactions, and communication with third parties. Based on our findings, we issue a report on whether the financial statements are fairly stated and free of material misstatements.
Our tax engagements vary in size and complexity. We service individuals, corporations, partnerships, estates, and trusts.
Consuting and Management Advisory Services
We are passionate about helping owners, management teams and investors navigate business and transactional environments. Running a company is a balancing act of focusing on the day-to-day and planning ahead for the future.