Areas of Expertise
Tax and Accounting
Our goal is to create a relationship that you can rely upon and trust.
From bookkeeping to tax, experience day-to-day and long-term improvements with a team of experts focused on efficiency, accuracy, and business growth. Our accounting services offer support in the areas you need it most, from detailed and granular tasks to financial reporting and planning for the future through retirement planning or social security.
Every step of the tax preparation and filing process is straightforward when you work with us. Our CPAs have decades of experience helping businesses optimize their tax strategy to maximize returns and retain capital.
We have worked with many differently industries including but not limited to Oil & Gas, Construction, Manufacturing, Retail, Real Estate, Insurance, Hospitality, Spa and Salon, Engineering, and Health Care.
Business Advisory
Audit and Assurance
Who best to assist and advise you in developing strategic plans and finding solutions to solve those issues you face?
As your trusted Business Advisor and Partner, we pride ourselves in offering additional services beyond the basic accounting and tax support.
Rely on our team of business advisors to help you transform financial data into a useful management tool, reach higher profit levels, enhance operations, achieve growth and build business value.
Throughout the years, we have developed a comprehensive knowledge of many ancillary services that include Business Formation, Strategic Planning, Exit Planning, Cash Management, Bank Financing, Systems Optimization, Budgeting, Internal Controls Design, and Risk and Operations Management.
No one ever chooses or wants to be audited, but there are the times that you will be required to provide one. For various reasons, many businesses are required to provide lenders, boards of directors, or government agencies with financial statements audited by qualified Certified Public Accountants.
We strive to make this process as easy and painless as possible. In our years of experience, we have developed comprehensive systems and procedures to be more efficient and less invasive to allow you to do what you do best, run your business.
We have extensive experience in auditing Insurance Companies, Construction Contractors, Manufacturing Companies, Homeowner Associations, and 401(k) Defined Contribution Plan Audits.
When you choose to offer a 401(k) plan to your employees, you’re offering a great perk, but it also comes with fiduciary responsibilities to protect the plan’s assets. As part of this responsibility you must ensure the plan remains in compliance with regulations and requirements set by the Employee Retirement Income Security Act of 1974 (ERISA), and other regulatory bodies, which often calls for a 401(k) audit.
Since employee benefit plan regulations can be complex, it’s important to partner with an experienced 401(k) audit firm to ensure proper compliance. Backed by 40-plus years of experience, Calvin, Amy, and Melissa have the specialized training on the specific rules and regulations governing retirement plans to help you manage these complexities. Calvin Martin & Company is also a member of the AICPA Employee Benefit Plan Audit Quality Center.