Robert Martinelli Tax Planning

Tax consultant in Campbell, CA (show on map)

Robert Martinelli Tax Planning helps tax-concerned clients nationwide reduce taxes over their working and retirement lifetime using US tax code strategies.

Call (408) 785-6000

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About

Robert Martinelli Tax Planning is a tax-focused financial advisory firm helping tax-concerned clients nationwide. The firm specializes in reducing taxes for clients over their working and retirement lifetime using expertise in the US tax code.

Their mission is to save clients money both short and long term by working year-round rather than just at tax time. Robert Martinelli founded the firm after his wake-up call in 2000 when he had to send over $600,000 in income and estate taxes to settle his parents final tax returns. He mentors under two financial pioneers Robert Blackman, CPA and Tax Attorney and Barry Kaye who taught him how to position savings to pay little to no income tax. The firm serves high-income earners, executives, boomers approaching retirement, women (single, divorced or widowed), business owners, young people, decision makers, and goal-oriented individuals.

Expertise in US tax code

Year-round service (not just tax time)

3-step Full Harvest Process

Free initial consultation

Donates 10% to client's charity of choice

Services

Tax Planning

Using US tax code expertise to reduce taxes for clients over their working and retirement lifetime. Tax code is the single largest expense in retirement.

Tax reduction strategies Retirement tax planning US tax code expertise

Cash Flow Retirement Planning

Creating and monitoring cash flow on an annual basis. Understanding how money moves in and out of life including taxes and expenses many advisors don't plan for.

Cash flow management Annual monitoring Retirement income planning

Financial Advisory

Helping clients maintain their lifestyle for the rest of their lives and ensuring wives can maintain their lifestyle if husband passes first.

Wealth protection Long-term financial planning

Frequently Asked Questions

How are services priced? +

Full Harvest Planning process consists of a series of strategy sessions priced from $4,950 and up, based on complexity and needs. Exact fee given at end of third complimentary meeting.

What is the process to work with Robert? +

3-step Full Harvest Process: Meeting 1 (webinar explaining their work), Meeting 2 (learning about client's wants, objectives, fears about retirement), Meeting 3 (organizing current financial stuff and giving free report on retirement readiness).

Do you have to manage investments to work with Robert? +

NO. They are hired for two reasons: to reduce taxes throughout retirement and create and monitor cash flow on an annual basis. No investment management required.