Individual & Small Business Tax Returns

We provide expert tax return preparation for individuals and small businesses, maximizing deductions and ensuring compliance. Focus on your business while we handle the tax complexities.

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Over 100 Tax Returns Filed with Martinez Financial

Morgan James, NY

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Same Day Tax Service

Tax returns are completed the same day whether you wait in the office or onboard online. Be assured your tax return will be completed quickly and accurately!

Pay $0 Out of Pocket!

If you qualify, we can file your taxes now and deduct our fees from your refund later! Plus, receive up to $1,000 today and the rest within 21 days*.

*The Refund Transfer is an optional tax refund-related product offered by Pathward®, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.

File When It's Most Convenient for You

Drop Off

Drop off your documents at our office and our team will handle the rest. Come back later to pick up your completed tax return.

In-Person

Simply book an appointment by selecting which type of return you need prepared then choose a date & time that works best for you.

From Home

Submit your documents to our secure portal. Once documents are received, your tax return will be completed within 24-48 hours.