Business Details
40 Years
experience
Trusted Tax and Accounting Services in San Jose
Martin Lowe, CPA has been providing comprehensive tax, accounting, and financial consulting services since 1986. With over 27 years of hands-on experience, our firm serves individuals, startups, and corporations across Silicon Valley. We utilize professional tax software and advanced research tools to deliver accurate, timely solutions tailored to each client's unique needs. Our services include proactive tax planning, IRS audit representation, small business accounting, payroll processing, and QuickBooks support.We prioritize personalized service with Saturday appointments available and free e-filing for individual returns. Our track record of helping high-net-worth individuals and technology professionals optimize their financial strategies demonstrates our deep industry expertise. We maintain rigorous professional standards while offering transparent pricing and practical financial counsel focused on long-term client success.
Services
Tax Preparation
Tax Planning
IRS Problem Resolution
Small Business Accounting
Payroll Services
QuickBooks Setup
QuickBooks Training
Personal Financial Planning
Estate Planning
Elder Care
Details
- Year established: 1986
Highlights and features
- We offer over 27 years of experience in tax and accounting services
- Our firm provides free e-filing for federal and state individual tax returns
- We serve Silicon Valley professionals and technology industry clients
- Our services include proactive tax planning and IRS audit representation
- We maintain CPA-level professional standards and continuing education
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
What people say
Expertise in tax matters
Personalized service approach
Knowledgeable staff
Reliable tax planning
Effective IRS representation
Services
Tax Preparation
Our tax preparation service ensures accurate, timely filing of individual and business tax returns. We specialize in complex returns for high-net-worth individuals and technology professionals. Our expertise covers income tax, payroll tax, and property tax filings with federal, state, and local agencies. We utilize professional software to identify deductions and credits that minimize tax liability while maintaining compliance with current regulations.
Tax Planning
Proactive tax planning helps clients legally reduce tax liabilities throughout the year. We develop customized strategies for income deferral, asset protection, and estate planning. Our services include year-end planning, executive compensation analysis, and retirement strategy optimization. We focus on long-term tax efficiency while adapting to changing regulations and personal circumstances.
IRS Problem Resolution
We represent clients in resolving IRS audits, collections, and tax debt issues. Our services include negotiating offers in compromise, setting up payment plans, and handling lien and levy releases. We provide strategic defense against wage garnishments and bank seizures while ensuring compliance with tax code requirements. Our team has extensive experience in audit representation and penalty abatement.
Small Business Accounting
Our small business accounting service includes monthly bank reconciliation, financial statement preparation, and general ledger maintenance. We provide income statements, balance sheets, and cash flow analysis to support business decisions. The service includes unlimited consultations and integrates with payroll and tax preparation services to maintain complete financial records for compliance and strategic planning.
Payroll Services
We offer comprehensive payroll solutions including tax filing, direct deposit, and regulatory reporting. Our services cover W-2 and 1099 processing, new hire reporting, and accrual tracking. We provide options for full-service payroll, after-the-fact processing, or online self-service with professional support. The service ensures compliance with federal, state, and local payroll regulations while saving business owners significant time.
People
Martin Lowe
CPA, Enrolled Agent
Martin Lowe is a Certified Public Accountant with 27+ years of experience in tax and accounting services. He holds an MBA from Santa Clara University and specializes in serving Silicon Valley professionals and business owners. His expertise includes complex tax planning, IRS representation, and small business accounting solutions.
Questions
What tax services do you offer for individuals?
We provide complete individual tax preparation including income tax, property tax, and investment tax reporting. Our services include proactive tax planning, audit representation, and year-round tax strategy consultations.
Do you handle business tax requirements?
Yes, we prepare corporate tax returns, partnership returns, and payroll tax filings. Our services include quarterly tax projections, business entity selection, and tax-efficient compensation planning for business owners.
Can you help with IRS audit issues?
We provide full audit representation services including document preparation, IRS communication, and audit defense strategies. Our team handles both federal and state tax audits for individuals and businesses.
What accounting services are available for small businesses?
We offer monthly bookkeeping, financial statement preparation, payroll processing, and QuickBooks support. Our services include bank reconciliation, income statement tracking, and balance sheet analysis to support business decision-making.
Are Saturday appointments available?
Yes, we offer Saturday appointments from 1:00 PM to 5:00 PM by appointment only. This allows greater flexibility for clients with weekday scheduling constraints.
Do you provide electronic tax filing?
We offer free e-filing for all federal and state individual tax returns. This service ensures faster processing and quicker refund disbursement while maintaining complete tax code compliance.
