Individual & Family Tax Services
Personalized Tax Support for Individuals and Families Across Texas
At Martinez CPA, we provide trusted individual and family tax services in Tyler, TX, and throughout East Texas. Tax season shouldn’t feel like a guessing game. Whether you’re filing your return, managing a family estate, or planning for major life changes, our experienced team delivers clear guidance and accurate results. We work with individuals across Tyler, Whitehouse, Lindale, and the greater Smith County area to make filing and planning simpler year after year.
Personalized tax support for every stage of life
No two clients share the same financial story. Our firm works closely with individuals and families—from first-time filers and self-employed professionals to retirees and estate executors—offering tailored tax preparation and planning services that align with each client’s goals. Martinez CPA focuses on accuracy, education, and year-round communication to help our clients understand their tax position, reduce surprises, and stay compliant with changing IRS rules.
Individual Tax Preparation, Done Right
Accurate, timely tax preparation is the foundation of sound financial management. We review each document, deduction, and credit with care to ensure every return is filed correctly and on time. Our clients trust us to handle both federal and state filings with professionalism and precision.
We provide:
- Secure electronic filing for faster processing
- Review of income forms including W-2s, 1099s, and K-1s
- Identification of available deductions and credits
- Compliance with the latest IRS and Texas tax requirements
- Personalized consultations for future tax planning
Our approach combines technical expertise with a commitment to clarity, so you always understand what’s being filed on your behalf.
Year-Round Planning for Smarter Tax Outcomes
Good results at filing time start with smart planning early in the year. Our proactive tax planning services help clients prepare for major milestones such as buying a home, launching a business, getting married, or retiring. We also guide clients through quarterly estimated payments and W-4 adjustments to prevent underpayment penalties.
Estate and trust accounting in Tyler, TX
Administering an estate or managing a trust requires accuracy and transparency. Our accountants assist trustees, executors, and fiduciaries with every financial detail—from accounting reports and distributions to coordination with attorneys and beneficiaries. Martinez CPA ensures each filing and report meets IRS and state compliance standards while maintaining organized documentation for court or audit purposes.
Tax Filing Support for Estates & Trusts
Preparing estate and trust tax returns can be complex, especially during a time of transition. Martinez CPA helps clients manage Form 1041 filings and other fiduciary returns with care and accuracy. We assist executors and trustees in understanding requirements, meeting deadlines, and ensuring all filings are properly completed and submitted.
Our firm’s experience with estate and trust tax preparation in Tyler, TX allows us to provide dependable, compassionate support to families navigating this process.
