J.R. Martin & Associates: Building Better Businesses Through Strategic Finance
J.R. Martin & Associates stands as a dedicated team of tax and accounting experts driven by a clear and ambitious mission: to empower ambitious owners to build significantly better businesses. Their core philosophy transcends routine compliance; it revolves around proactively implementing potent accounting insights, sharp business acumen, and strategic tax planning specifically designed to deliver measurable improvements. The firm focuses on achieving three critical outcomes for their clients: optimizing tax liabilities to preserve capital, enhancing operational strategies to improve profits, and streamlining financial processes to reclaim precious time for busy business owners. Bolstering their strategic capabilities, the team includes Certified Tax Coaches, signifying advanced training and expertise in sophisticated tax planning techniques that often go beyond the scope of traditional tax preparation services. J.R. Martin & Associates is committed to fostering long-term relationships, understanding the evolving challenges and aspirations of their clients, and instilling confidence through consistent, expert support.
The services provided by J.R. Martin & Associates are structured to deliver strategic impact. Their tax services encompass both meticulous preparation and, more importantly, proactive strategy development leveraging their Certified Tax Coach expertise to minimize burdens legally and effectively. Recognizing that sound strategy relies on accurate data, they offer collaborative and comprehensive bookkeeping services, ensuring clients have a reliable financial foundation for planning and decision-making. Furthermore, they provide crucial advisory and guidance focused specifically on business strategy, helping owners navigate growth and operational challenges. To ensure clarity and effective execution, the firm utilizes a structured “3-step Better Business Plan” which includes a thorough discovery phase to understand the client’s unique situation, a seamless onboarding process, and a dedicated implementation stage to put agreed-upon strategies into action. This disciplined approach ensures that J.R. Martin & Associates functions as a proactive partner, delivering exceptional planning and tangible results for ambitious owners aiming to elevate their business performance.
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Melody George
2 weeks agoI never leave reviews, but I have to give credit where it's due. JR Martin has been fantastic to work with at every single step of my tax journey. They exude excellence in every aspect of their organization, and that's something I appreciate a lot. You can tell when there's great leadership at the top that's setting a culture of excellence, and that really comes across here. They have the process down to a science and everything seems formatted to help you have an efficient and great experience. I really appreciate them and have already recommended them to friends who don't even live in the area!
Dean Gustafson
a month agoI have been using J.R. Martin as my accountant for 15 years. They reviewed my old income tax records, and filed amended returns for me, as my old accountant missed some things. The amended returns netted me additional monies that were due back to me from the IRS. I am very happy with J.R. Martin, and would highly recommend them, based on personal experience.
General Manager - CCCSD GM
3 weeks agoJR Martin & Associates provided the best proposal for services and over the past year delivered on their proposal in an accurate and timely manner. We would recommend JR Martin
Jennifer Plotzke
a year agoWe have been with Juli and her excellent staff for seven years. Her tax planning meetings are appreciated and essential for our business. She is constantly monitoring our financials and working up tax strategies that benefit us immensely. She is always ready to answer questions with immediate call backs. J R Martin & Associates come with our highest recommendation
Kelly Gardner
a year agoThe staff at JR Martin & Associates do a terrific job of communicating clearly and professionally with their clients. The work is timely and accurate. I have confidence in their ability to understand the needs of the taxpayer. The staff certainly go the extra mile to look for situations that will be most advantageous within the ever-changing world of income tax and compliance reporting. They are definitely a full-service practice and welcome the opportunity to support their clients in a multitude of ways. I am so grateful to this professional relationship.