Robert W. Martin, CPA

Robert is a Certified Public Accountant with more than 20 years of experience advising clients on tax and financial matters. Robert’s core value is in developing close relationships with his clients.  He adds value to those relationships by providing timely advice that will save his client’s money and simplify their lives. His experience includes income tax planning, preparation, and consultation for individuals, corporations, partnerships, LLC’s, estates, and trustees of charitable remainder trusts, life insurance trusts, irrevocable and administrative trusts; employing strategies that integrate appropriate use of business entities, buy-sell agreements, business succession, asset protection and estate planning in direct coordination with his client’s attorney. For over 20 years as an accountant and consultant, Robert has served families and business owners nationwide.

Robert's core focus is protecting his client’s assets. He accomplishes this through a very hands-on approach that includes great planning and exceptional risk based advice, taking advantage of all options within the law. One very successful matter recently involved saving a local San Diego business thousands of dollars by adjusting their accounting method and at the same time taking advantage of deductions for domestic production activities.

Robert enjoys spending time with his wife and son, and volunteering in various ministry organizations that provide greater purpose to his family’s life. He currently serves in youth ministry at his church in Ramona.

Maria Sharon Recio, CPA

Sharon is a Certified Public Accountant with more than 15 years of experience advising clients in the areas of income tax planning and preparation for individuals, businesses and nonprofits, as well as state and federal audit representation. Sharon also manages the bookkeeping and payroll staff in our office and is a certified QuickBooks Advisor. She loves to form long-term relationships with clients, lowering their income tax liability and simplifying their lives.

She is originally from the Philippines and enjoys spending time traveling to the Philippines every year to visit family and friends.

Jomalyn Reyes

Jomalyn is our office manager and she has a bachelor’s degree in information technology. She enjoys serving our clients by responding to everyday requests and needs. She has been the primary point of contact in our office for more than 10 years. She schedules appointments, answers questions by phone and email, and manages our office with a personal touch. She is a familiar face and voice for all of our clients.

While away from her desk, you’ll find Jomalyn spending her time with her two kids and watching the football games of her eldest son Zach. She is also originally from the Philippines and enjoys traveling back every year to visit with family and friends.

Raegann Brown

Raegann is an accounting specialist who loves to answer phone calls, respond to client needs and is also committed to preparing accurate financial reports for clients. She works hard to ensure clients feel well cared for and satisfied with the service provided. Raegann grows her knowledge and experience through classes and courses, working towards a degree in accounting. She is enthusiastic and open-minded to learning new information. Her attention to detail allows her to accurately provide bookkeeping and accounting services for businesses in a very timely manner.

When Raegann is not in the office, you can find her on the Pacific coast exploring different beaches and surfing. She also enjoys snowboarding with her family and currently serves as a leader in the youth ministry at her church.

Jennifer Koeberlein

Jennifer is an accounting specialist with 6 years of experience in the tax industry.  She enjoys solving problems and helping clients achieve the best and most accurate results on their tax returns. Jenn loves being a part of our team of hard-working and dedicated professionals.

When Jenn is away from her desk, she can be found spending time with her husband and son, listening to music, as well as dancing. She has served an active role in her community by helping at a recovery home for the past 9 years. Jenn also leads Monday morning bible study and volunteers as a youth leader at her church, both of which she considers to be big blessings.

Roman Martin

Roman is an accounting specialist and has been working with our firm since he was 12 years old. He works diligently in the background to manage corporate compliance for our clients, assisting with the formation of closely held businesses, and inputs client information into our tax preparation software to ensure client details are set up accurately. Through his work experience he can assist with most aspects of the accounting practice and he is proactive in managing weekly details on behalf of our business clients.

When Roman is away from his desk you can find him spending time with his family and friends, playing piano for his youth group and church, honing his shooting skills, horseback riding, Onewheeling, and flying airplanes - he has a pilot license.

We Specialize in:

• Income tax preparation and tax planning for individuals and businesses.

• Assisting small businesses in using Profit & Loss Statement evaluations as a tool for making business decisions.

• Providing year round tax planning assistance for individuals and small business.

• Consulting for business processing outsourcing (BPO) to increase bottom line profits.

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