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Founder – Robert W. Martin, CPA

Robert Martin is a Certified Public Accountant with more than 20 years of experience advising clients on tax and financial matters. Robert’s core value is to provide timely advice that will save his client’s money, and simplify their lives. His CPA License has been active in California since February 2000 (License #78799). His core value is to provide a hands on experience that will save his client’s money, and simplify their lives. His experience includes income tax planning, preparation, and consulting for individuals, corporations, partnerships, LLC’s, estates, and trustees of charitable remainder trusts, life insurance trusts, irrevocable and administrative trusts; employing strategies that integrate business entities, buy-sell agreements, business succession, asset protection and estate planning in coordination with your attorney. Other practice areas include financial statement preparation and audits, reviews & compilations. For over 17 years, Robert has served families and business owners nationwide.

Robert’s core focus is protecting his client’s assets. He accomplishes this through a very hands-on approach that includes great planning and exceptional risk based advice, taking advantage of all options within the law. One very successful matter recently involved saving a local San Diego business thousands of dollars by adjusting their accounting method and at the same time taking advantage of deductions for domestic production activities.

Robert enjoys spending time with his wife and son, and volunteering in various ministry organizations that provide greater purpose to his family’s life. He currently serves in children’s and youth ministries at his church in Ramona.

Mission Statement

Open communication is a vital factor when it comes to any good client/professional relationship. Our goal is to communicate with you in a manner that leaves you well informed and comfortable. We want you to feel confident to discuss your needs and objectives with us and ask questions about anything you don’t understand.

Customer Service Policy

We provide timely, professional service you can rely on. Our customer service goal is to be available to personally discuss the needs and objectives that you consider most important.

What Sets Us Apart

What makes our firm exceptional is the dedication that our professional staff has in providing clients with outstanding accounting and tax solutions. We have served the community for over 16 years, and our reputation speaks for itself. We value building long-term relationships with our clients, so we can not just meet, but also anticipate, all their accounting, tax, and bookkeeping needs. The strong partnership we build allows us to provide what you need in any situation.

We Specialize in:

Income tax preparation and tax planning for individuals and businesses.

Assisting small businesses in using Profit & Loss Statement evaluations as a tool for making business decisions.

Providing year round tax planning assistance for individuals and small business.

Consulting for business processing outsourcing (BPO) to increase bottom line profits.

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