Business Details
18 Years
experience
Your Trusted Saint Simons Island CPA Firm
At M Jeffrey Martin CPA, LLC, we prioritize listening to understand our clients' unique needs and challenges. With over three decades of public accounting experience, we deliver tailored accounting and tax solutions for small businesses and individuals. Our team combines deep expertise in financial strategy, tax planning, and QuickBooks support to help clients manage cash flow, reduce tax liabilities, and plan for long-term success.We emphasize personalized service, building lasting relationships through transparent communication and a commitment to exceeding expectations. Our local knowledge of the Saint Simons Island business community enables us to provide context-specific advice that drives measurable results.
Services
Accounting Services
Tax Preparation
QuickBooks Support
Tax Planning
IRS Problem Resolution
Details
- Year established: 2008
Highlights and features
- We offer 30 years of public accounting experience with local market expertise
- Our CPA provides personalized tax reduction strategies tailored to your situation
- We deliver free initial consultations to understand your specific needs
- Our team combines QuickBooks certification with hands-on accounting expertise
- We maintain active memberships in professional organizations like the Georgia Society of CPAs
Services
Accounting Services
Our accounting services provide comprehensive financial management for small businesses. We offer outsourced accounting, cash flow monitoring, financial statement preparation, and budget development tailored to your business needs. With expertise in business advisory services, we help entrepreneurs make informed financial decisions that drive growth and operational efficiency.
Tax Preparation
We deliver accurate tax preparation services for individuals and businesses, including corporate returns, multi-state filings, and estate tax returns. Our CPA ensures compliance with current regulations while maximizing legitimate deductions. We specialize in error-free e-filing and strategic tax documentation review to secure timely refunds.
QuickBooks Support
As QuickBooks Certified ProAdvisors, we offer complete software setup, training, and ongoing support. Our services include chart of accounts configuration, invoice template creation, and data file cleanup. We help businesses optimize QuickBooks for accurate financial tracking and streamlined year-end tax preparation processes.
Tax Planning
Our proactive tax planning services focus on reducing liabilities through strategic deductions and compliance with evolving tax codes. We provide multi-state tax planning, business succession strategies, and retirement planning services. Continuous tax code monitoring ensures clients benefit from current legislative changes throughout the year.
IRS Problem Resolution
We represent clients in resolving IRS tax issues including audits, liens, and wage garnishments. Our services cover penalty abatement, installment agreements, and offers in compromise. With expertise in tax debt settlement, we work to achieve fair resolutions while minimizing financial impact on individuals and businesses.
People
M. Jeffrey Martin
CPA
With 30 years of public accounting experience, Jeff Martin holds a Master of Taxation degree from Georgia State University. He has served as president of multiple professional organizations and brings expertise in auditing, tax planning, and business advisory services to Saint Simons Island clients.
Lisa Kok
Staff Accountant
Lisa Kok specializes in income tax preparation and QuickBooks training. With prior experience at KB Home and ongoing professional development, she provides technical expertise in tax software systems while maintaining a strong focus on client service and accuracy.
Lynn Martin
Office Manager
Lynn Martin oversees office operations with 11 years of experience in client relations. Her background in customer service and business management supports the firm's commitment to personalized service delivery and operational efficiency.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, bookkeeping, cash flow management, financial statement preparation, and business advisory services tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide free initial consultations to understand your specific accounting and tax requirements before beginning any engagement.
What tax services do you specialize in?
Our tax services include preparation, planning, multi-state filings, IRS problem resolution, and strategic tax reduction planning for individuals and businesses.
Are you QuickBooks certified?
Yes, we are QuickBooks Certified ProAdvisors offering software setup, training, and ongoing support for small business accounting needs.
What areas do you serve?
We primarily serve Saint Simons Island and Glynn County, Georgia, with accounting and tax services for local businesses and residents.
How can I send documents securely?
We provide a secure file sharing tool for clients to transmit sensitive financial documents directly to our accounting team.
