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 children’s and youth ministries at his church in Ramona.