Business Details
40 Years
experience
Your Trusted San Jose CPA Firm
Martin Lowe, CPA, CPA has provided comprehensive accounting, taxation, and financial consulting services for over 27 years. Our firm serves business owners, Silicon Valley professionals, and high net worth individuals with expertise in tax preparation, payroll management, and QuickBooks solutions. We utilize professional tax software and online research tools to deliver accurate, timely services while maintaining personalized client relationships.Our experience includes IRS audit representation, proactive tax planning, and small business accounting tailored to individual client needs. We offer free e-filing for federal and state returns, with Saturday appointments available to accommodate client schedules.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
IRS Audit Representation
Small Business Accounting
Details
- Year established: 1986
Highlights and features
- We offer 27 years of specialized tax and accounting expertise
- Our firm provides personalized service for Silicon Valley professionals
- We utilize professional tax software and state-of-the-art research tools
- We offer free e-filing for federal and state tax returns
- Saturday appointments available for client convenience
Associations and certifications
- CPA
What people say
Excellent service
Knowledgeable professionals
Reliable tax solutions
Personalized attention
Timely assistance
Services
Tax Preparation
We prepare accurate, timely tax returns for individuals and businesses using professional software and extensive experience. Our service includes identifying eligible deductions, optimizing tax liability, and offering free e-filing. We specialize in complex returns for high net worth individuals and small businesses.
Payroll Services
Our comprehensive payroll solutions handle tax calculations, direct deposits, and regulatory filings while ensuring compliance with changing laws. We offer three service tiers including full-service payroll, after-the-fact processing, and online payroll management for businesses of all sizes.
Small Business Accounting
We provide monthly/quarterly accounting services including bank reconciliation, financial statements, and general ledger maintenance. Our services help business owners make informed decisions while saving time for core business activities through customized accounting solutions.
IRS Problem Resolution
We represent clients in IRS audits, collections, and tax debt negotiations. Our services include preparing offers in compromise, establishing payment plans, and resolving tax liens and levies through strategic approaches developed from 27 years of tax expertise.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting services to optimize accounting processes. Our expertise includes system configuration, data migration, and customized training programs to help businesses maximize their accounting software capabilities.
People
Martin Lowe, CPA
CPA, Enrolled Agent
Martin Lowe, CPA is a certified public accountant with 27 years of experience in tax and accounting services. He holds an MBA from Santa Clara University and specializes in serving Silicon Valley professionals and small businesses.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including payroll processing, financial statement preparation, bank reconciliation, and general ledger maintenance with customizable service packages.
Do you offer IRS audit representation?
Yes, we provide comprehensive IRS audit representation services including preparation for audits, appeals conferences, and resolution of tax collection issues.
Are Saturday appointments available?
Yes, we offer Saturday appointments from 1:00 PM to 5:00 PM for client convenience.
What tax services do you provide for individuals?
We offer complete individual tax services including return preparation, proactive tax planning, and audit representation with free e-filing available.
Do you work with high net worth individuals?
Yes, we specialize in serving high net worth individuals with complex tax situations and financial planning needs.
What QuickBooks services are available?
We offer QuickBooks setup, training, troubleshooting, and optimization services to help businesses maximize their accounting software effectiveness.
