Mike Martin, EA, RFC
Tax & Financial Advisor
Mike Martin started Martin Tax & Financial Services in 1987 after years in management at H&R Block. He is a Registered Financial Consultant, an Accredited Tax Advisor, and also an Enrolled Agent licensed to represent individuals in tax hearings before the IRS. Recognizing a need for high-quality and affordable tax advice, he created Martin Tax & Financial Services with the vision of providing a one-stop tax and financial services shop for clients.
Mike helps clients ensure that both the tax and investment aspects of their finances are up to par, so they can save as well as earn. He strongly believes in the benefits of offering professional tax preparation services and tax advice to wealth management clients of the firm. In doing so, we can ensure that the investment planning goals are properly executed in the tax preparation process.
Though many ask, Mike is not planning to retire any time soon. Since his daughter, Laurie Martin, took over ownership and operations of the firm, Mike is now living his dream. Without the duties associated with running a business to worry about, he has plenty of time to do more of the things he loves - helping his clients with their tax and investment strategies while also spending time riding his bike, traveling and fishing with his grandkids. Mike is no longer accepting new clients, but it gives him peace of mind knowing that Laurie will ensure that all of the firm's clients continue to be served with the same level of skill and concern as the firm has always proudly offered.