Martin & Company is a financial service, accounting and tax preparation firm that has been serving the Santa Clarita Valley for more than 30 years.
Here you will find a wealth of information in the form of newsletter articles, calculators, research reports, and important tax information. We hope these resources will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope our site helps you to see the value of working with skilled professionals to pursue your financial goals.
How connecting your taxes and financial planning can lead to better opportunities
Our goal is to provide peace of mind as you face many financial decisions throughout your life. We do this by understanding your needs, future goals, and financial resources.
We believe in a proactive approach to minimize your tax liabilities. Staying current on tax laws and planning for the future are the keys to achieving this goal.
Helping you to prepare and understand your financial statements is our primary goal. They are the key to making the proper management decisions to grow your business.
At Martin & Company, we're here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.
Be sure to add our site to your list of "favorites" on your browser. We update our information frequently and we wouldn't want you to miss anything.
Investment and financial planning services are offered by Terry Martin, Brian Martin, Stephen Johns, and Carol Ann Casebolt through their affiliation with Avantax.
Check out Martin & Company's biannual newsletter - including informative articles, a calendar of events, a word from Terry Martin, and staff updates.