Your Business, Our Priority
A Legacy of Expertise and Personalized Guidance
For over 50 years, Martin R. Egre CPA & Associates, LLP has been guiding individuals and businesses towards financial success through personalized financial planning and accounting services. Our team of experienced professionals combines deep industry knowledge with a genuine commitment to understanding your unique needs and aspirations.
Our Mission: Your Financial Success is Our Priority
Our mission is to empower you to achieve financial viability in the present and envision a secure future. We utilize open communication and thorough research to develop tailored solutions that address your specific concerns and aspirations. Our dedicated team will work alongside you, offering guidance and accountability every step of the way.
Expertise Across Diverse Services
Our diverse team of certified public accountants and financial planners offers a comprehensive range of services to cater to your individual or business needs. This includes:
Individual Services
- Tax planning and compliance
- Financial planning and analysis
- Retirement planning
- Estate planning and inheritance
- Tax preparation and filing
Business Services
- Accounting and bookkeeping
- Financial statement preparation
- Business valuations and financial reviews
- Tax compliance and planning
- Business consulting and strategy
Supporting You Every Step of the Way
Beyond our technical expertise, we pride ourselves on our unwavering commitment to client satisfaction. We offer:
- Personalized attention: You will work directly with a dedicated professional who understands your unique needs and goals.
- Accessible communication: We prioritize clear and open communication to ensure you are informed and involved in every step of the process.
- Transparent billing: We provide clear and concise billing practices to maintain complete transparency.
Experience the Martin R. Egre CPA & Associates, LLP Difference
Our dedication to personalized service, unwavering expertise, and client-centric approach have earned us the trust and loyalty of individuals and businesses throughout the tri-state area. Get personalized guidance from experienced professionals and achieve lasting financial success with Martin R. Egre CPA & Associates, LLP.
Overall Experience
The reviewed firm has received mixed feedback from clients, with one client having a extremely positive experience and another client having a negative and disappointing experience.
Positive Experience
Richard D. has been using the firm for about 20 years and has had a consistently positive experience. He has worked with certified financial planners Gary and Martin, who have been proactive in helping him set up his children's college fund and personal retirement account. The firm has also done his annual tax return, and he has yet to have any issues. Richard appreciates how the firm provides him with the necessary financial information to make informed decisions, and they take the time to explain any complex concepts to him.
Negative Experience
On the other hand, Caran L. had a negative experience with the firm. Initially, they found the firm to be helpful and excellent, but over time, mistakes and lost checks began to occur. The firm failed to apologize for these mistakes, and eventually, they curtailed usual service. Caran warns others to find a different firm, citing the unnecessary aggravation they experienced.
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