Martin James Investment & Tax Management has been delivering professional tax, accounting, and financial services since 1986. They have expertise in providing integrated investment, tax saving strategies and asset protection strategies to individuals and closely-held businesses. We are an open architecture fee-based firm. Our services can be in the form of agreed-upon fixed and hourly arrangements for tax and financial analysis, asset management advisory fees and through commissions with purchase of investment and insurance products.
You can engage us to develop the tax and financial analysis plan only, as well provide the investment and insurance products for implementing the tax and financial strategies. Clients are never obligated to implement the strategies through us. But, we welcome the opportunity to do so.
We recognize the value of a personal, hands-on approach and earning a position on your team for life. One of our top priorities is to make certain you have a clear understanding of your current financial condition giving you a knowledge base that will allow you to make smart decisions regarding your finances.
Meet our team
Martin E. James, CPA, PFS
President & Managing Member
Kyle James, CPA, PFS
Senior Manager Tax & Financial Services
Co-owner & Firm Administrator
Clarence Amayun, CPA
Financial Service Assistant
Sheila Walker, CPA
Senior Tax & Accounting Services