Tax and Investment Solutions

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New Location!

We've Moved! New Address:

3640 NE Ralph Powell Rd.

Lee's Summit, MO 64064

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Tax Preparation & Planning

Keep More of What You Make.

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Investment Management

Make Free Time More Fun.

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Financial Planning

Turn Worries Into Dreams.

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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.

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Our Services

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

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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.

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What's the Secret to Financial Success?

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

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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.

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