Business Details
Your Trusted Accounting Partner in Houston, TX
Calvin Martin has served as a trusted accounting and advisory partner for over four decades. Headquartered in Houston, Texas, with a satellite office in Madison, Wisconsin, we provide tailored financial solutions to businesses and individuals nationwide. Our expertise spans tax planning and preparation, business advisory services, and specialized 401(k) audits. With a team of seasoned CPAs, we combine decades of experience with a commitment to evolving alongside our clients' needs. We prioritize building long-term relationships founded on trust, transparency, and actionable insights.Our services cater to entrepreneurs, small business owners, and established enterprises across diverse industries, including oil & gas, construction, healthcare, and retail. By maintaining deep familiarity with changing regulatory landscapes, we ensure compliance while optimizing financial outcomes. Our mission is to transform complex financial challenges into clear pathways for growth and stability. Clients benefit from personalized attention, industry-specific knowledge, and a dedication to exceeding expectations through meticulous service delivery.
Services
Tax Planning
Business Advisory
Audit and Assurance
401(k) Audits
Financial Consulting
Highlights and features
- We offer 40+ years of combined accounting expertise.
- Our team provides personalized service tailored to client needs.
- Specialized 401(k) audit experience ensures compliance.
- We deliver actionable business advisory solutions for growth.
- Clients benefit from industry-specific knowledge across sectors.
Associations and certifications
- Association of International Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants (TXCPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial strategies to minimize liabilities. We analyze income, investments, and business structures to create customized plans aligned with long-term goals. Clients receive proactive guidance to navigate complex tax codes while maximizing returns.
Business Advisory
We provide actionable insights to enhance business operations and drive growth. Our advisory services include cash flow management, risk assessment, and strategic planning tailored to industry-specific challenges. Clients gain access to expertise that transforms financial data into competitive advantages.
Audit and Assurance
Our audit services ensure compliance with evolving regulatory standards while maintaining operational efficiency. We specialize in financial statement audits for diverse industries, offering transparent processes that minimize disruption. Clients benefit from 30+ years of experience in delivering accurate, reliable results.
401(k) Audits
We specialize in ERISA-compliant 401(k) audits for businesses offering employee retirement plans. Our team navigates complex fiduciary requirements to ensure regulatory compliance. Clients receive streamlined processes and expert guidance to protect plan assets while fulfilling legal obligations.
Financial Consulting
Our financial consulting services address both personal and business needs, including retirement planning and investment strategies. We combine technical expertise with personalized advice to support informed decision-making. Clients receive comprehensive analysis to achieve financial stability and growth.
People
Calvin Martin
Certified Public Accountant
Calvin Martin founded the firm after working in manufacturing, retail, and construction industries. He holds CPA licenses in Louisiana and Texas, along with certifications in insurance and risk management. His broad expertise supports diverse client needs.
Amy Martin Duarte
Senior Partner
Amy specializes in corporate tax and 401(k) audits. A CPA licensed in Texas and Wisconsin, she standardizes audit systems and serves as the firm's administrator. Her focus on small business solutions drives client success.
Melissa Jefferson
Certified Public Accountant
Melissa focuses on employee benefit plan audits and tax consulting. With advanced degrees in business and marketing, she brings expertise in insurance and manufacturing sectors. Her analytical approach supports complex financial needs.
Questions
What accounting services do you offer?
We provide tax planning, business advisory, financial audits, and specialized 401(k) audit services tailored to individual and business needs.
How long has your firm been in business?
Our team collectively has over 75 years of accounting experience, with the firm established over four decades ago.
Do you specialize in 401(k) audits?
Yes, we have 30+ years of experience in ERISA-compliant 401(k) audits, ensuring regulatory compliance for employee retirement plans.
What industries do you serve?
We work with clients in oil & gas, construction, healthcare, retail, insurance, and other sectors, offering industry-specific expertise.
