Business Details
50+ Years
experience
Your Trusted Partner for Tax and Financial Solutions
Founded in 1970, Martin Johnson Tax & Financial Services has established itself as a trusted partner for tax and financial solutions. Our journey began with Kenneth W. Martin Sr., whose vision laid the foundation for a client-centric approach that remains at our core. Over five decades, we've grown from a single office to a team of seven professionals, each bringing specialized expertise to serve individuals and businesses. In 2006, leadership transitioned to Amber Martin Johnson, who expanded our services while maintaining the integrity of our founding principles. Our team includes Certified Public Accountants, Certified Financial Planners, and specialists in estate planning, ensuring comprehensive expertise across all financial domains.We prioritize continuous education to stay ahead of evolving tax regulations, enabling us to deliver accurate, forward-thinking advice. Our commitment extends beyond numberswe build lasting relationships by understanding clients' unique circumstances and long-term goals. With generations of combined experience, we offer personalized strategies for tax optimization, retirement planning, and business accounting. Our Chicagoland roots inform our deep understanding of local financial landscapes, while our services cater to clients nationwide. Every decision we make reflects our founding philosophy: exceptional service transcends mere compliance, creating value through tailored financial stewardship.
Services
Individual Income Taxes
Estate Planning
Retirement Planning
Tax Advisory
Business Accounting
College Planning
Details
- Year established: 1970
Highlights and features
- We offer 50+ years of combined experience in tax and financial planning
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide personalized estate planning solutions tailored to individual needs
- Our continuous education ensures compliance with the latest tax regulations
- We maintain a client-centric approach with transparent, ethical practices
Associations and certifications
- Certified Public Accountant
- Certified Financial Planner (CFP)
- Certified Specialist in Estate Planning
Services
Individual Income Taxes
Our tax professionals specialize in preparing individual, estate, and trust tax returns while optimizing deductions and credits. We maintain compliance with evolving tax codes through continuous education and industry engagement. Clients receive personalized guidance to maximize refunds or minimize liabilities through strategic tax positioning.
Estate Planning
We develop customized estate plans to preserve assets and facilitate smooth intergenerational transfers. Our specialists collaborate with legal counsel to implement tax-efficient strategies that align with clients' wishes. Services include trust structuring, beneficiary designation optimization, and minimizing estate tax burdens through proactive planning.
Retirement Planning
Our CFP professionals create tailored retirement strategies balancing current needs with future goals. We analyze investment options, tax implications, and income streams to build sustainable plans. Ongoing consultations ensure clients stay on track while adapting to changing life circumstances and market conditions.
Tax Advisory
We provide year-round tax planning to minimize liabilities for individuals and businesses. Our proactive approach includes entity selection analysis, quarterly tax projections, and regulatory compliance monitoring. Clients receive actionable recommendations based on current and pending tax legislation to optimize financial outcomes.
Business Accounting
We offer comprehensive accounting solutions for small businesses including bookkeeping, financial statement preparation, and payroll tax compliance. Our services extend to entity structure optimization and retirement plan implementation for business owners. We provide the financial infrastructure that allows entrepreneurs to focus on core operations.
People
Amber Martin Johnson
Owner & Certified Public Accountant
Amber Martin Johnson, a Certified Public Accountant and Certified Specialist in Estate Planning, leads our tax services. With a Masters in Taxation and over two decades of experience, she specializes in complex tax returns and estate planning strategies while maintaining the firm's founding principles.
Joseph F. Johnson III
Certified Financial Planner
Joseph F. Johnson III, a CERTIFIED FINANCIAL PLANNER professional, focuses on retirement planning and financial strategy. His banking background and Treasury Analytics expertise help clients achieve long-term financial goals through personalized investment and tax-efficient planning solutions.
Questions
What tax services do you offer for individuals?
We prepare individual income tax returns, optimize deductions/credits, and provide year-round tax planning to minimize liabilities while ensuring compliance with current regulations.
How do you approach estate planning?
We create customized estate plans through collaborative consultations, focusing on asset preservation, tax-efficient transfers, and executor guidance while working with your legal counsel.
What retirement planning options are available?
Our CFP professionals develop personalized retirement strategies considering investment choices, tax implications, and income needs while providing ongoing adjustments for changing circumstances.
Do you handle business accounting needs?
Yes, we offer bookkeeping, financial statements, payroll tax compliance, entity structure analysis, and retirement plan implementation services tailored for small businesses and entrepreneurs.
What certifications do your staff hold?
Our team includes Certified Public Accountants (CPA), Certified Financial Planners (CFP), and Certified Specialists in Estate Planning with ongoing professional education requirements.
