Welcome to Stefanie Martinez CPA PLLC
A trusted CPA firm providing modern and personalized services to help our clients reach their financial and business goals through tax and business strategies
We are a team dedicated to empowering business owners and families with customized tax and business strategies that align with their personal and financial goals, and help them build sustainable success.
Real strategy, lasting impact.
With one-on-one support, modern tools, and a deep commitment to education and integrity, we guide each client on a path that matches their unique learning style and ambition - ensuring they’re not only compliant, but truly empowered to grow their wealth, live with purpose, and hand it down from generation to generation.
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We're a firm dedicated to building wealth, businesses, and generational legacies through strategic guidance and exceptional service.
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We step in to remove the stress and confusion of compliance, offering customized personal strategies that align with our clients’ deepest needs.
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From individuals and startups, to seasoned entrepreneurs and high net worth families, we partner with people ready to take control of their future.
We provide expert service, support, and education tailored to each client, helping them stay compliant while pursuing their passions.
What We Do
We provide services to corporations, partnerships, non-profits and individuals, including tax planning, strategy, income tax return preparation, and IRS correspondence and representation. We also provide services that range from traditional accounting and bookkeeping, to other consulting services, including business planning, and financial budgets and projections.
Tax Services
We help keep you compliant, by offering personal, business and corporate federal and state income tax return preparation, tax planning and strategy, IRS assistance and representation, preparation of payroll tax, sales tax and property tax reports.
Accounting Services
We help you monitor your business’s financial health and cash flow, by offering periodic accounting and bookkeeping services, payroll tax management, financial analysis and forecasting, contract controller and CFO services, QuickBooks help and set up.
Business Services
We help you prepare for your upcoming audit or review, and cut costs by process evaluation and improvement. We help you get started by discussing your goals and offering strategic advice on business type or structure, federal and state tax account set-up, help with standard operating procedures.
Legacy and Estate Services
We help entrepreneurs, high net worth families, and business owners who dream not only of building success today but of leaving a lasting legacy for generations to come. When life happens our action plan goes into effect so your family and legacy are protected and supported.
We review your unique situation to make sure you are optimizing your tax liability, through customized strategies.
Family, integrity, excellence, stewardship, and opportunity
We envision a future where everyone we work with, has a personalized path to success and the support to implement their strategy, no matter what stage of life or business they’re in.
Our Services
Tax Preparation and Planning
Tax preparation for individuals, corporations, s-corporations, partnerships, non-profit, estate and gift tax, trusts, sales tax, payroll tax, property tax. Tax planning and strategy
Internal Controls and Procedures
Assistance with writing and testing of internal controls and standard operating procedures, checklists
Accounting and Bookkeeping
Monthly, quarterly, or annual accounting and bookkeeping (on site options available), payroll tax deposits, financial statement preparation and analysis, strategic planning
Contract Controller/CFO
Audit and review consulting, business startup, entity selection and restructuring, financial and retirement planning, financial projections and budget, strategic planning, and full accounting support
QuickBooks Setup/Training
Set up of accounts, vendors and customers, recording daily activities, bank feeds and reconciliations, payroll, and QuickBooks accounting and report review
Legacy and Estate Planning
Tax preparation for individuals, corporations, s-corporations, partnerships, non-profit, estate and gift tax, trusts, sales tax, payroll tax, property tax. Tax planning and strategy
Our Team
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Stefanie Martinez, CPA
CPA AND BUSINESS ADVISOR
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Kristal Landrum
TAX AND ACCOUNTING ASSOCIATE
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Karina Salazar
TAX ASSOCIATE AND PROJECT COORDINATOR
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Gabriela Pineda
TAX AND ACCOUNTING ASSOCIATE
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![Taryn Keeler]()
Taryn Keeler
EXECUTIVE ASSISTANT AND CLIENT RELATIONS
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Amber Wiggins
BILLING AND DATA SPECIALIST
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Carly Eaves
TAX INTERN
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Yazmin Arteaga
TAX INTERN
Workshops and Seminars - materials, guides and events for our clients to attend to gain knowledge about tax and finance, from the basics of a budget, or starting a business, to growing and passing down generational wealth