Small Business Tax Experts: The Gold Package

As a small business owner in Northern California, you might be wondering whether the cost of outsourcing your accounting needs may be too prohibitive, especially if you already have a bookkeeper on your payroll. We’re here to tell you it doesn’t have to be. Our Gold Package will provide your business with the accounting and financial support it needs without crippling your budget. In fact, with our tax experts at your side, you’ll more likely than not come out on top due to the money saved on tax savings and the avoidance of tax penalties. Not to mention all the time you’ll save, which you can then focus on growing your business.

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What Services Are Included In The Gold Package?

Although our Gold Package is not as comprehensive as our Platinum Package, it still provides a variety of annual services that will significantly benefit your company. These services include the following:

Assistance with QuickBooks
General Ledger & Financial Statement Maintenance
Corporate & individual Tax & Year-End Compliance Assistance (Including Federal & State Returns & Personal Property Returns)
24-hour Access to a Secure Online Portal Hosting All of Your Financial Documentation
Audit & Notice Retainer to Ensure Professional Representation Should You Be Audited

We will also provide Consulting Services concerning the following:

Business Income Projection
Business Tax Projection
Individual Tax Projection
Operating Trends
Tax Saving Strategies
Training Recommendations
Working Capital

What Are The Commitments & Costs Of The Gold Package?

Every client’s needs are different, so we structure our fees to reflect that. We customize all our services, including package plans, to meet the specific needs of every client. You will receive a quote for the fee when we put together a proposal. After working with you for 90 days, we will review the services that we have provided and adjust the fee accordingly. For more detailed information about the commitments and costs of our Gold Package, contact us so that you can speak with one of our associates.

Is The Gold Package Right For You?

If you already have an onsite bookkeeper, then the Gold Package can provide the additional support you need. Our team can provide professional advice and guidance on all things concerning tax and accounting. At the very least, our Gold Package will give you peace of mind knowing that you’ll have support remaining compliant, submitting your tax returns, and getting through any potential audits, should they occur.

Client Testimonials

Juli has been a pleasure to work with during a challenging season for our business. Her intelligence and strong tax knowledge are balanced by her professionalism and excellent communication skills, a combination rare among accountants. She listens well and demonstrates that she understands what is important to us as her clients, and even puts up with all of our annoying questions! She's a pleasure

When our non-profit was looking to expand and grow, we knew our financial situation needed to be assessed and overhauled. We feel so fortunate to have found J.R. Martin and Associates. Juli and her team have modernized our financial management, organized our books and provided us with a pathway for financial success. I don’t know where we would be without them.

Juli Martin and her team have been an absolute blessing to work with. Professional, proactive, knowledgeable, and also caring... the best combination in an accounting firm! Excellence in advice and state of the art technology. Above and beyond our expectations. I couldn't be more pleased."

J.R. Martin & Associates’ integrity, reliability, and quality service, for a variety of accounting services and ongoing needs, help me run my businesses with confidence. To them I am not just a client—I am a friend in the community.

I switched to Juli Martin and her team six years ago and must commend them for the outstanding work they consistently perform on my S-Corp. S-Corps bring specific challenges, and they meet those challenges with consistently updated knowledge of ever-changing tax laws and sound advice. Their expertise enables me to focus on the business' profitability instead of the rigors of general bookkeeping and accounting. I strongly encourage any company in need of an accounting firm to use JR Martin & Associates.

Since 2009 we have had the pleasure of working with Juli and her team, and I couldn't be more satisfied with their services. Their expertise along with their exceptional communication and attention to detail leave me with no doubt that our accounting and tax planning needs are being taken care of by true professionals.

I have had the privilege of working with Juli and her team at JR Martin for the last 10 years for our accounting needs. As a business owner, accuracy and efficiency is what I look for from an accountant. The service has been excellent and it saves me time to have an organized accounting firm. Juli stays on top of changes in the tax code and goes out of her way to ensure that we are taking advantage of all applicable deductions to ensure that we are not overpaying on taxes. The new accounting portal is an efficient and easy way to upload tax documents and to cooperatively follow the tax preparation process from beginning to end. I appreciate the efficient and professional approach to accounting that JR Martin provides. I would recommend JR Martin to my friends and colleagues.