Martin Tax & Financial Services

Our Story

For over 35 years, Martin Tax & Financial Services has been a trusted partner for individuals and small businesses in the Lee's Summit, Missouri area. Our team of experienced tax professionals and financial planners is passionate about helping clients achieve their financial goals and navigate financial challenges.

Our Mission

Our mission is to empower our clients to make informed financial decisions and build a secure future. We tailor our strategies to each client's unique needs and goals, ensuring they have the tools and knowledge necessary to make sound financial choices.

Our Services

We offer a comprehensive range of financial services, including:

Tax Preparation & Planning

• Individual and business tax planning and filing
• Tax optimization strategies
• Retirement planning and analysis

Wealth Management & Investing

• Investment portfolio management
• Retirement planning and contribution analysis
• Estate planning and wealth preservation strategies

Financial Planning

• Comprehensive financial planning and goal setting
• Debt analysis and management
• Insurance review and recommendation

Client-Centered Approach

We believe in building strong client relationships based on trust and open communication. Our process is designed to:

• Understand your unique needs and goals
• Create a personalized plan that aligns with your financial aspirations
• Provide regular updates and progress reports
• Partner with you to monitor and adjust your plan over time

Our Team

Our team of experienced professionals is committed to providing exceptional client service and personalized solutions. We are passionate about helping clients achieve financial success and peace of mind.

Invest in Your Financial Future

Contact Martin Tax & Financial Services today to schedule a free consultation and learn how we can help you achieve your financial goals. We are dedicated to empowering you to take control of your financial future and reach your financial milestones.