Business Details
18 Years
experience
Trusted Saint Simons Island CPA for Accounting & Tax Services
At M Jeffrey Martin CPA, we prioritize understanding our clients' unique needs to deliver tailored accounting and tax solutions. With over three decades of public accounting experience, we serve small businesses and individuals across Saint Simons Island and Glynn County, offering outsourced accounting, QuickBooks support, tax planning, and IRS problem resolution. Our approach combines technical expertise with personalized service, ensuring clients receive actionable financial advice.We emphasize transparency, building long-term relationships through active listening and practical strategies. Our team includes certified professionals with extensive experience in auditing, tax preparation, and financial planning. We serve diverse industries, including real estate and legal sectors, while maintaining a strong commitment to community involvement and professional development.
Services
Small Business Accounting
QuickBooks Support
Tax Preparation
Tax Planning
IRS Tax Problem Resolution
Individual Tax Advisory
Real Estate Accounting
Law Firm Accounting
Details
- Year established: 2008
Highlights and features
- We offer 30 years of public accounting experience with a focus on small businesses.
- Our team provides personalized tax planning strategies to minimize liabilities.
- We specialize in QuickBooks support for seamless financial management.
- Our firm resolves IRS tax problems with proven compliance solutions.
- We prioritize long-term client relationships through transparent communication.
Services
Tax Preparation
We prepare accurate and timely tax returns for individuals and businesses, ensuring compliance with federal and state regulations. Our team stays updated on evolving tax laws to maximize deductions and credits. Clients receive clear explanations of their filings and proactive advice for future planning.
Tax Planning
Our tax planning services identify legal strategies to minimize liabilities for businesses and individuals. We analyze income, investments, and business structures to create customized plans. Services include retirement planning, estate tax strategies, and multi-year projections to optimize financial outcomes.
Small Business Accounting
We provide full-cycle accounting for small businesses, including bookkeeping, financial reporting, and cash flow management. Our solutions help track expenses, monitor profitability, and support data-driven decisions. Clients gain access to real-time financial insights tailored to their industry needs.
QuickBooks Support
Our QuickBooks specialists offer setup, training, and troubleshooting for small businesses. We ensure accurate system configuration and efficient workflow integration. Services include data migration, reconciliation, and customized reporting to streamline financial operations and improve accuracy.
IRS Tax Problem Resolution
We assist clients in resolving IRS audits, back taxes, and collection issues. Our team negotiates payment plans, offers in compromise, and penalty abatements on behalf of clients. We provide documentation support and representation to achieve compliant, stress-free resolutions.
People
Jeff Martin
CPA
Jeff Martin, CPA, has 30 years of public accounting experience. He specializes in tax planning, business advisory, and IRS compliance. A graduate of the University of Georgia and Georgia State University, he serves local organizations as treasurer and board member.
Lisa Kok
Staff Accountant
Lisa Kok, Staff Accountant, joined the firm in 2015 after a career at KB Home. She focuses on tax preparation and QuickBooks training. Lisa holds a degree from Grand Canyon University and balances work with family commitments.
Lynn Martin
Office Manager
Lynn Martin, Office Manager, oversees daily operations and bookkeeping. With a background in customer service and a UGA degree, she ensures smooth administrative functions while supporting community church activities on weekends.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, cash flow management, and QuickBooks support tailored to small businesses in Saint Simons Island and Glynn County.
Do you offer free tax consultations?
Yes, we provide a free initial consultation to discuss your tax planning needs, IRS issues, or accounting requirements for individuals and businesses.
How can you help reduce my tax liabilities?
Our tax planning strategies identify legal deductions, credits, and structuring opportunities to minimize tax obligations while ensuring compliance with current regulations.
Do you specialize in any industries?
We specialize in accounting services for real estate businesses, law firms, and small enterprises across Glynn County and the Golden Isles region.
How do I securely share financial documents with your firm?
We offer a secure file-sharing tool for clients to upload sensitive documents directly to our CPA team for processing and analysis.
