Fiduciary Tax & Investment Services Under One Roof
Comprehensive Financial Planning | Tax Preparation & Planning | Business Consulting
Martin & Company is a financial planning, investment management, accounting, and tax preparation firm that has been serving the Santa Clarita Valley since 1976.
Here you will find a "wealth" (😉) of information, including articles, calculators, research reports, important tax information, and helpful videos. We hope these resources help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation, as well as the value of working with skilled professionals to pursue and achieve your financial goals.
Through fiduciary advice and our decades of collective experience in tax, financial planning, and investment management, our aim is to eliminate your financial uncertainty and to replace it with the financial freedom necessary for you to live presently and purposefully for what (and who) matter most!
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 provide advice about any financial concept, regardless of how basic or complex. We also provide you with simple access to current market and economic information so you're always up-to-date.
Be sure to add our site to your list of "favorites" as our secure portals are frequently used and because we don't want you to miss any of our frequently provided helpful information.
Investment and financial planning services are offered by Brian Martin, Stephen Johns, Carol Ann Casebolt, and Bret Schultz through their affiliation with Avantax.