Tax Services
Martin & Associates, LTD CPA's provides a comprehensive set of tax preparation, tax planning, and tax representation services to a wide range of clients including individuals, gay & lesbian couples, small businesses, and non-profit organizations.
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Tax Organizer - A comprehensive checklist to help you organize your tax documents. Download the PDF.
New Tax Law Changes - A quick overview of provisions of the new tax law by year.
- 2012- Tax Rates Poised for Increase, Capital Gains, Tax Rates, and Reporting Issues, FICA Wage Base, Foreign Earned Income Issues, FBAR, Itemized Deductions and milage rates, Mortgage Interest, Charitable Contributions, Tax Credits, Adoption Credits, Education Credit, Energy Credit, Electric Vehicles and more...
- 2009 - Covering AMT, Roth conversions, energy incentives, college tuition and savings, federal first time homebuyer credit, one year extenders, and other minor but important changes.
- 2008 - Covering AMT Relief, Federal First Time Home Buyer Credit, New Rules on Rental Property vs. Vacation Home and Principal Residence and much more.
- 2007 - Covering AMT, Reirement Accounts, Mortgage Forgiveness Debt Relief, "Kiddie Tax" Rules Tightened Again and much more...
- 2006 - Covering topics from Federal Telephone Excise Tax Credits to Alternative Minimum Tax (AMT) Exemption Amount Increases
- 2005 - New rules center around Hurricane Katrina relief and Energy Tax credits, as well as various adjustments and indexing for perceived inflation
- 2004 - From the Working Families Tax Relief Act (WFTR) to tougher rules to donating your vehicle, check out our quick overview of the new face of tax laws.
- 2003 - A quick overview of provisions of the new tax law, and some initial thoughts and caveats about tax and financial planning strategies in this new environment.
- 2002 and Beyond- An overview of tax law changes passed in 2001 that are taking affect in 2002 - 2007.
- 1997- An analysis of tax law changes passed on August 7, 1997.
Tax Planning for Gay, Lesbian, and Unmarried Couples- Highlights need for an innovative approach to tax planning not provided by most CPAs and attorneys.
Audit & Tax Advantage Program- An innovative program we developed for answering tax notices and handling audits.
Answering Tax Notices and Negotiating with Tax Authorities- Martin & Wall has extensive experience answering tax notices, getting you through an audit, preparing Offer-In-Compromise, and negotiating payment plans and tax liabilities with the IRS and state taxing authorities.
Tax Policy Debate- A brief synopsis of the dividend tax cut versus payroll tax cut.