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

We provide a variety of tax 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.

What We Do

  • 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 be prepared, by offering assistance with your upcoming audit or review, financial projections and internal controls testing. We help you cut costs by process evaluation and improvement. We help you get your business 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.

Why are we different?

  • Our well rounded background in business development, tax, audit, and financial reporting, brings a unique point of view and valuable foundation of knowledge to our clients.

  • Supporting our clients is not our job, it's our passion. We value every day that we can encourage other business owners and share lessons learned to help achieve their goals and maximize their potential.

  • We utilize modern technology to improve efficiencies and accuracy, to provide our clients the best "Bang for their Buck".

Why use a CPA?

  • It may seem simple to enter your numbers through an online tax software, but it could cost you hundreds or even thousands to fix any mistakes made, even for simple returns! Not to mention tax dollars left on the table.

  • A CPA is a licensed professional that can help guide you through tax planning and preparation, and add value to you individually, your company, as your business grows, or your tax situation gets more complex.

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.

Accounting and Bookkeeping

Monthly, quarterly, or annual accounting and bookkeeping (on site options available), payroll tax deposits, financial statement preparation and analysis, strategic planning

Internal Controls and Procedures

Assistance with writing and testing of internal controls and standard operating procedures, checklists

IRS Assistance

IRS audit assistance, representation, tax notice response, penalty abatement, amended tax return

QuickBooks Setup/Training

Set up of accounts, vendors and customers, recording daily activities, bank feeds and reconciliations, payroll, and QuickBooks accounting and report review

Other Services

Audit and review consulting, business startup, entity selection and restructuring, financial and retirement planning, financial projections and budget

Our Team

  • Stefanie Martinez, CPA

    CPA and Business Advisor

  • Julie Mikel, CPA

    Tax Manager

  • Elizabeth Ramirez

    Elizabeth Ramirez

    Bilingual, Tax Senior

  • Tiffany Harper

    Tax and Accounting Associate

  • Karina Salazar

    Karina Salazar

    Tax and Accounting Associate

  • Taryn Keeler

    Executive Assistant

  • Juliana Beacom-Casas

    Juliana Beacom-Casas

    Tax Intern

  • Marisa Latchney

    Marisa Latchney

    Tax Intern

Contact

Please contact us for more information. Feel free to call or text the number below and we will get back to you! Office visits are by appointment only.