About Us

Juli Martin, CPA, CTS, Owner

For over 16 years, J.R. Martin & Associates has helped small business owners, contractors, medical practices, real estate professionals and High-Income Earners simplify their finances and strengthen profitability. From proactive tax planning to long-term business strategy, our CPAs and Certified Tax Coaches provide the clarity you need to make confident decisions.

Here at J.R. Martin & Associates, our goal is to help business owners grow their companies and obtain long-term success. How do we do this? By guiding small business owners with expert accounting & strategy that can save you both time and money — not to mention peace of mind.

We understand how big a challenge it can be to get a small business off the ground. We know you can’t afford to waste any money on potential tax fines or spend all of your time trying to keep up with your financial paperwork. Our team provides personal attention to every client, and we will tailor our service to meet your needs. Then you’ll be able to focus your time and effort on growing your core business.

However, saving time and money aren’t the only benefits you’ll enjoy working with our firm. We will also monitor your company’s financial situation, both over time and in the present. The advantage of having access to a big picture view of your company’s financial health will allow you to make more informed decisions that can benefit your company’s future.

When you work with us, know that we don’t just rest on our laurels as one of the best firms in Northern California. We’ve earned that reputation by providing consistently high-quality accounting services as well as for the strong relationships we build with every one of our clients. In fact, we hesitate to call the small business owners we work with “clients.” We view every “client” as a partner and work closely with you to ensure that your company’s accounting needs are met. Indeed, we deliver accounting work on your behalf, but we also go to great lengths to educate you and improve your know-how so that this is an investment in yourself and your business. If there are any gaps in your business education, we will help fill them.

Who We Serve

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Small Business Owners

Accurate bookkeeping, proactive tax savings, and advisory support to free your time and strengthen operations.
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Contractors & Trades

Proactive tax planning, payroll management, and guidance on structuring your business for sustainable growth.

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Medical Practices

Financial clarity, tax strategies for healthcare professionals, and support with practice growth and succession planning.

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IT & Tech Business Owners

Financial clarity and tax strategies designed for IT and tech-driven businesses—supporting pricing, hiring, and profitability with clean books, KPI insights, and scalable systems as you grow.
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High-Income Earners

Customized tax reduction, retirement planning, and wealth preservation strategies to protect and grow your assets.

Our Team

Juli Martin, CPA, CTC

President

Randy Troupe, CPA

Client Advisor

Cianah Hee, MBA

Director of Accounting

Tosha Rivas

Senior Client Associate

Whitney Maysey, MBA

Director of Operations

Joni Voss, MM

Director of Growth

Elayne Ackerly, EA

Client Associate

Ian Billones

Client Associate

Gienelia Santiago

Client Associate

Katrina Lapid

HR Coordinator

Natalie Ingram

Office Assistant

Kendell Kluttz

Executive Assistant

Let Us Help:

Dear Friend,

I have a feeling I know why you’re reading this right now.

Running a business is extremely demanding, and there just aren’t enough hours to keep all the plates spinning. But more than time, what you really need is a proactive business advising partner—someone who will clean up your books, plan your taxes mid-year, and implement strategies to lower your tax bill before April, when it’s too late to do anything about it.

Am I close?

We get it. We’ve worked with plenty of business owners who cobble together 9 different software programs to keep everything straight, or who just put everything on the credit card and hope to sort it out later. And they know this is no way to run a profitable business, let alone take advantage of tax strategies that could save them big time. They need business advising support.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert business advising team so your team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to begin on the right foot?

Whatever the reason, we want you to know that our business advising team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: The State and Federal Government would love to have more of your business’s hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years for business people like you in response to the specific tax and accounting questions I’ve received from my clients.

FIND OUT HOW WE CAN SERVE YOU

Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific business advising needs.

And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted CPA in the Redding Area.”

Talk again soon,
Juli Martin, CPA, CTS, Owner

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they’re not your standard “business advising tips.”

PPS — Already want to schedule an appointment? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full … but if you call us at (530) 229-1301 or Email Us, we’ll give you two appointment options right away. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!

Customer Stories