Business Details
50+ Years
experience
Your Trusted Tax & Financial Partners in Crystal Lake
Founded in 1970, Martin Johnson Tax & Financial Services has established itself as a trusted partner in tax and financial planning. Our firm began as a one-person operation and has grown to include seven dedicated professionals committed to delivering personalized solutions. We specialize in individual and business tax preparation, estate planning, retirement strategies, and college savings guidance. Our team includes Certified Public Accountants and Certified Financial Planners with advanced degrees in taxation and financial strategy. We maintain rigorous continuing education to stay current with evolving tax regulations and financial instruments.Client relationships are built on transparency, expertise, and a commitment to long-term financial well-being. Our approach combines technical proficiency with personalized service to create tailored financial roadmaps. We collaborate closely with legal professionals to ensure comprehensive estate planning execution. Our tax advisory services focus on proactive strategies rather than reactive compliance. With over five decades of local expertise, we serve individuals and businesses throughout Crystal Lake and surrounding communities.
Services
Individual Income Taxes
Estate Planning
Retirement Planning
Tax Advisory
College Planning
Business Accounting
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 financial strategies tailored to individual circumstances
- We maintain rigorous continuing education in tax law and financial planning
- Our client-centric approach prioritizes long-term financial well-being
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Certified Financial Planner Board of Standards
Services
Individual Income Taxes
Our tax professionals provide comprehensive individual income tax preparation services for complex returns. We specialize in maximizing deductions and credits while ensuring compliance with current tax regulations. Our team stays current with evolving tax laws through ongoing education and professional development.
Estate Planning
We create customized estate plans to preserve assets and minimize tax burdens for future generations. Our services include trust establishment, will preparation, and coordination with legal professionals to execute client wishes effectively and efficiently.
Retirement Planning
Our certified financial planners develop personalized retirement strategies balancing current needs with future security. We help clients navigate investment options and tax-efficient withdrawal strategies to achieve their retirement goals through ongoing advisory relationships.
Business Accounting
We provide comprehensive accounting services for small businesses including bookkeeping, financial statement preparation, and payroll tax compliance. Our services help business owners focus on operations while maintaining accurate financial records and regulatory compliance.
College Planning
Our education planning services help families navigate 529 plans and other savings vehicles to maximize educational opportunities. We provide tax-efficient strategies for education funding while coordinating with overall financial planning objectives.
People
Amber Martin Johnson
Owner/CPA
Certified Public Accountant with Master's in Taxation and Estate Planning Specialist. Former Fortune 500 accountant and Chicagoland top 25 firm professional. Leads estate and trust planning services for the firm.
Joseph F. Johnson III
Certified Financial Planner
Former JP Morgan Chase treasury analyst with Certified Treasury Professional designation. Specializes in financial strategy and tax planning. Holds Certified Financial Planner designation since joining the firm.
Questions
What tax services do you offer for individuals?
We prepare individual income tax returns, handle estate and trust taxation, and provide year-round tax planning advice to minimize liabilities.
Do you provide financial planning beyond tax preparation?
Yes, we offer comprehensive financial planning including retirement strategies, college savings plans, and estate planning coordination.
Are you available during tax season?
We extend hours during tax season (Feb-Apr) with evening and Saturday appointments available by arrangement.
What accounting services do you provide for businesses?
We handle bookkeeping, financial statements, payroll tax filings, and entity structure recommendations for small businesses.
How do you stay current with tax law changes?
Our team maintains continuing education requirements through professional organizations and regular industry publication review.
Reviews (2)
Brian Augustine
Apr 18, 2021
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Joe and his Team do our family taxes every year. Efficient, simple process and great people to work with!
Jessica Chethik
Jan 01, 2020
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Joe's the best accountants I've worked with, so smart, knowledgeable, patient and nice. Extremely trustworthy!
