Business Details
40 Years
experience
Trusted Tax and Accounting Services in San Jose
With over 27 years of experience, Martin Lowe, CPA provides comprehensive tax and accounting solutions for individuals, startups, and corporations. Our firm combines advanced technology with professional expertise to deliver accurate, timely services tailored to clients' needs. We specialize in tax preparation, proactive planning, IRS representation, and small business accounting, serving Silicon Valley professionals and high-net-worth individuals.Our commitment to personalized service includes Saturday appointments and free e-filing for federal/state returns. Backed by CPA credentials and Enrolled Agent certification, we prioritize strategic financial guidance to help clients minimize liabilities and maximize growth.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Tax Planning
IRS Audit Representation
Financial Consulting
Business Accounting
Estate Planning
Details
- Year established: 1986
Highlights and features
- 27 years of specialized tax and accounting expertise
- Full-service CPA firm with IRS-certified representation
- Proactive tax planning for individuals and businesses
- Saturday appointments available for client convenience
- Free e-filing for federal and state tax returns
Associations and certifications
- CPA
- Enrolled Agent
What people say
Excellent service
Knowledgeable CPA
Helpful guidance
Reliable representation
Personalized attention
Services
Tax Preparation
We prepare all types of tax returns including individual, corporate, partnership, and estate filings. Our services cover income tax, payroll tax, sales tax, and property tax documentation. Using professional software and 27 years of expertise, we ensure accurate filings with federal and state agencies while maximizing legal deductions for clients.
IRS Audit Representation
Our CPA-certified professionals provide expert representation during IRS audits and collection matters. We assist with audit preparation, documentation organization, and agency communication. With Enrolled Agent status, we legally represent clients before tax authorities to resolve disputes and negotiate payment plans for tax deficiencies.
QuickBooks Services
We offer comprehensive QuickBooks setup, training, and system optimization for small businesses. Our services include chart of accounts configuration, transaction reconciliation, and customized reporting. We help businesses implement efficient accounting processes while providing ongoing technical support and software troubleshooting.
Tax Planning
Our proactive tax planning services focus on minimizing liabilities through strategic financial decisions. We analyze clients' business structures, investment portfolios, and estate plans to identify savings opportunities. Services include year-end planning, executive compensation optimization, and retirement strategy development for both individuals and corporations.
Payroll Services
We provide complete payroll management solutions for small businesses, including tax withholding calculations and regulatory compliance. Our services cover payroll tax filings, wage garnishment processing, and year-end W-2 preparation. We ensure accurate and timely payments while maintaining compliance with federal and state employment regulations.
People
Martin Lowe, CPA
CPA, Enrolled Agent
Martin Lowe, CPA is a Certified Public Accountant with 27 years of experience in tax and accounting. He holds an MBA from Santa Clara University and has served Silicon Valley clients since 1986. Specializing in tax strategy and IRS representation, he combines technical expertise with personalized service for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide monthly financial statements, QuickBooks setup and support, payroll processing, sales tax returns, and business tax planning services for small businesses.
Do you offer Saturday appointments?
Yes, we offer Saturday appointments from 1:00 PM to 5:00 PM by appointment only.
What tax planning services are available?
We offer year-end tax planning, executive compensation strategies, retirement planning, and business structure optimization to minimize tax liabilities.
How do you handle IRS audit representation?
As a CPA and Enrolled Agent, we provide full audit representation including documentation preparation, agency communication, and negotiation of payment plans when needed.
What payment methods do you accept?
We accept major credit cards, checks, and cash payments for our accounting and tax services.
