Individual Tax Preparation in Tyler, TX

When it comes to individual tax preparation in Tyler, TX, accuracy and clear communication make all the difference. At Martinez CPA, we help individuals and families across East Texas file their returns with confidence—no confusion, no surprises, and no stress. From simple W-2 filings to complex returns involving multiple states or investments, we ensure every form is completed correctly and submitted on time.


Our Tyler-based CPA firm serves clients throughout Smith County, including Whitehouse, Bullard, and Lindale, providing reliable tax expertise with the personal attention only a local professional can offer.

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File Accurately, On Time—With a Local CPA

Our process starts with listening. We take time to understand your financial picture before preparing your federal and state returns, ensuring every deduction, credit, and adjustment is applied correctly. Martinez CPA prepares and e-files returns for all filing statuses—single, married, head of household, and self-employed—while offering year-round guidance to keep your tax situation clear and organized.


We handle:

  • Federal Form 1040 preparation and e-filing
  • Texas and multi-state returns for relocations and commuters
  • Document review for W-2s, 1099s, K-1s, and investment income
  • Itemized deduction calculations for mortgage interest, charitable giving, and medical expenses
  • Child tax credit, education credits, and retirement contribution reporting
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Our Five-Step Filing Process

We keep your return moving—without the runaround:

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Free initial conversation to review your situation and prior returns

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Secure document upload or in-office drop-off (your choice)

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Preparation by an experienced CPA/EA with East Texas tax expertise

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Review meeting to answer questions and confirm your return

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E-file submission plus a simple “what to do next” checklist

Experience With Complex Returns

Whether you’ve sold a home, invested in real estate, or earned income across states, we handle the details so you don’t have to. Martinez CPA has experience preparing complex returns for clients with:

  • Capital gains from property sales in Tyler or surrounding areas
  • Rental properties, depreciation schedules, and Schedule E reporting
  • Stock options, RSUs, and cryptocurrency transactions
  • Part-year or multi-state employment situations
  • Self-employment income and estimated tax obligations

We’ll make sure each source of income and deduction is accurately reported and every filing meets IRS requirements.

More Than Filing: Practical Advice for Next Year

Preparing your tax return is just one part of the bigger picture. While filing, we’ll highlight opportunities to reduce next year’s bill—whether that means adjusting your withholding, planning quarterly estimates, or exploring IRA and 401(k) strategies.



For clients who want to take the next step, we also offer dedicated sessions for tax planning for individuals to help you prepare for future life changes and financial goals before tax season arrives again.

Tyler’s Local Experts for Bilingual Tax Guidance and Year-Round Support

National chains can’t match the local knowledge and personal service of a Tyler-based CPA firm. Martinez CPA stays up to date on federal and state changes that affect East Texas taxpayers, from income adjustments to small business credits. We’ll walk you through your return line by line, explain every form in plain language, and provide a short checklist of what to do next—so you always leave with clarity and confidence.