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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

Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More
Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More

How Can We Help?

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