Martin, Ketterling & Associates is a Ventura based tax specialist providing expert, professional tax preparation service with a focus on developing close relationships with clients. We work closely with individuals to file tax returns. Each client’s financial outlook is unique, and some individuals in Ventura have complex tax situations which include high incomes, stock holdings, income originating with small businesses, and other financial variables. Our role as a tax specialist is to help individuals understand their financial scenario so that they’re confident in the management of their finances and filing of their taxes. Because we are a private firm specializing in financial services, our clients receive focused personal attention that may be difficult to find in larger, chain-based financial organizations.
As a tax preparation specialist in Ventura, we work with people to help them understand their tax filing options. During this process, we identify ways to keep the taxes individuals will owe to California and the Federal Government as low as possible and generate the highest possible tax return. We actively study all current tax laws so you can be sure you’re always receiving the best, most current tax advice.
We’re here to help with all of your tax prep needs and answer your tax related questions. The best way to get started taking care of your taxes with us is to schedule a consultation. A tax consultation allow us to assess your unique financial needs and create a plan for you. Please contact us for more information or to request a quote for tax prep services.
To provide the best possible tax preparation service in Ventura, we’ve implemented software-driven tax preparation and research to accurately and efficiently prepare tax returns for various client types including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.