Business Details
50+ Years
experience
Your Trusted Partner for Tax and Financial Solutions
Founded in 1970, Martin Johnson Tax & Financial Services has built a legacy of excellence in tax and financial planning. Our team of Certified Public Accountants and Certified Financial Planners brings decades of combined experience to personalized client solutions. We specialize in individual and business tax preparation, estate planning, retirement strategies, and tax advisory services. Our commitment to ongoing education ensures we remain at the forefront of evolving tax regulations. With a focus on transparency and client-centric service, we prioritize understanding each client's unique financial landscape. Our expertise extends to optimizing deductions, minimizing tax liabilities, and creating tailored estate plans that align with client objectives.We serve both individuals and small businesses, offering comprehensive accounting support to streamline financial operations. Our leadership includes specialists in estate planning and treasury management, ensuring multidimensional financial guidance. We maintain partnerships with legal professionals to execute precise estate documentation. Through consistent service quality and community engagement, we have established ourselves as trusted financial advisors in the Crystal Lake area.
Services
Individual Income Taxes
Estate Planning
Retirement Planning
Tax Advisory
Business Accounting
Details
- Year established: 1970
Highlights and features
- We offer over 50 years of combined experience in tax and financial services
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide personalized estate planning solutions with attorney collaboration
- Our tax strategies minimize liabilities through proactive planning
- We deliver ongoing financial education to empower client decision-making
Associations and certifications
- Certified Public Accountant
- Certified Specialist in Estate Planning
- CERTIFIED FINANCIAL PLANNER (CFP)
Services
Individual Income Taxes
We provide comprehensive individual tax preparation services with a focus on maximizing refunds and minimizing liabilities. Our CPAs stay current with tax code changes to ensure accurate filings for complex returns. Clients receive personalized guidance to understand their tax positions and optimize deductions.
Estate Planning
Our estate planning specialists create customized strategies to preserve assets and facilitate smooth wealth transfer. We collaborate with legal professionals to implement trusts and wills that minimize tax burdens. Services include beneficiary designation optimization and multi-generational planning.
Retirement Planning
We develop tailored retirement strategies balancing current needs with future goals. Our CFP professionals analyze investment options and tax implications to create sustainable income plans. Services include 401(k) optimization and risk management assessments.
Tax Advisory
Our proactive tax advisory services identify year-round planning opportunities to reduce liabilities. We analyze business structures, investment portfolios, and estate plans to implement tax-efficient solutions. Clients receive ongoing compliance support and regulatory updates.
Business Accounting
We provide full-cycle accounting services for small businesses including payroll processing and financial statement preparation. Our team assists with entity selection, sales tax compliance, and retirement plan implementation. Services support business owners in maintaining accurate financial records.
People
Amber Martin Johnson
Owner & Certified Specialist
CPA and Certified Estate Planning specialist with 20+ years experience. Former Fortune 500 accountant who leads tax strategy and estate planning services. Holds Masters in Taxation from Northern Illinois University.
Joseph F. Johnson III
Certified Financial Planner
CFP professional with banking industry background. Specializes in retirement planning and tax-efficient investment strategies. Provides financial consulting services since joining the firm in 2000.
Questions
What tax services do you offer for individuals?
We prepare individual income tax returns, optimize deductions, and provide tax planning strategies to minimize liabilities for both simple and complex returns.
How do you approach estate planning?
We create customized estate plans through attorney collaboration, focusing on asset preservation, tax efficiency, and timely beneficiary distributions tailored to client objectives.
What retirement planning options exist?
We analyze investment portfolios, optimize retirement accounts, and develop tax-efficient withdrawal strategies to create sustainable income plans aligned with personal goals.
Do you handle business accounting needs?
Yes, we provide bookkeeping, payroll processing, financial statements, and tax compliance services for small businesses including entity selection and retirement plan implementation.
How do you stay current with tax laws?
Our team attends continuing education courses, participates in professional networks, and monitors regulatory updates to maintain expertise in evolving tax codes.
