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 We Moved! 

Our office is now located at:

3640 NE Ralph Powell Road, Lee's Summit, MO 64064  (see on map)

Same people and services - just a different location about 5 minutes South on 291.  Come by and check out the new place!

A Customized Approach

Relying upon decades of experience, Martin Tax & Financial Services works with individuals and small businesses to help them navigate financial challenges and pursue financial goals. Our team of professional tax and investment advisor representatives offer a wide array of services designed to help create, grow, and preserve our clients' wealth. Our strategies are customized to the needs of each individual client. Whether you're just getting started or you've got years of experience under your belt, we're excited to work with you to bring your financial strategy to life.

Let's Get Started!

Our Services

From income tax preparation to retirement planning, we're here to help you pursue your goals.

Browse Our Services

Our History

We pride ourselves on our ability to grow and adapt over time to provide a quality experience for our clients.

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Our Team

Our team of experienced professionals empower clients through education and goals-based planning.

Meet Our Team
What's the Secret to Financial Success?

What's the Secret to Financial Success?

Goals and planning.  We help clients create strategies that are tailored to their needs and goals.

Client Centered Process

Client Centered Process

Our business is built on a foundation of thoughtful client relationships.  We're focused on helping you stay on the right track, no matter what stage of life you're in.  Our process is designed to do just that.

Keeping You Up To Date

Keeping You Up To Date

Check out our blog for current information about taxes, investing, retirement and more.  You can also read about office updates and event information!

Featured Articles

Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
Learn More
Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More
Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More

How Can We Help?

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