Martin Lowe, CPA

Tax preparation service in San Jose, CA (show on map)

5.0

★★★★★

6 reviews

Martin Lowe, CPA provides tax and accounting services in San Jose, California, serving individuals and small businesses.

Call (408) 828-3166

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About

Martin Lowe, CPA offers a full array of accounting, taxation, financial, and consulting services. With over 27 years of experience, Martin serves a mixture of clients who are business owners, Silicon Valley professionals, and high net worth individuals.

The firm uses professional tax software and state of the art on-line research tools, offering superior professional services at fair and equitable prices. Saturday appointments are available and free e-filing is offered for both federal and state individual tax returns.

Over 27 years of experience

Free e-filing for federal and state individual tax returns

Saturday appointments available

Professional tax software and state of the art on-line research tools

EA (Enrolled Agent) licensed to represent taxpayers before IRS

Services

Individual Tax Preparation

Tax return preparation for individuals including pro-active tax planning and IRS audit representation

Tax Return Preparation Pro-Active Tax Planning IRS Audit Representation Financial Planning

Business Services

Monthly accounting services, financial statement preparation, payroll, sales tax returns

Monthly Financial Statements Review of Internally Generated Financial Statements Small Business Payroll Sales Tax Returns Business Formation Business Plans Budgets and Breakeven Analyses Business Valuations

QuickBooks Services

Why QuickBooks, setup, training, and ongoing support

QuickBooks Setup QuickBooks Training QuickAnswers QuickTuneup

IRS Problem Resolution

IRS audit representation and collection matters

IRS Audit Representation Appeals Conferences Penalty Assessments Payment Negotiations

Services for Individuals

Personal financial planning, estate planning, elder care

Personal Financial Planning Estate Planning Elder Care

Credentials & Certifications

Certified Public Accountant (CPA)

Since 1984

Enrolled Agent (EA)

Since 1994

Master of Business Administration (MBA)

Since 1987

Reviews

Rating

★★★★★

Reviews

"Thank you Martin You made tax time easy!"

Frequently Asked Questions

What services does Martin Lowe, CPA offer? +

The firm offers individual tax preparation, business services including monthly accounting and payroll, QuickBooks setup and training, IRS problem resolution, and personal financial planning services.

What are the business hours? +

Monday through Friday 9:00 am - 5:00 pm, Saturday 1:00-5:00 pm by appointment only. Closed Sunday.

Who does Martin Lowe, CPA serve? +

Martin serves business owners, Silicon Valley professionals, and high net worth individuals.