Martin Tax & Financial Services

Martin Tax & Financial Services Martin Tax & Financial Services provides tax, investment and financial services under one roof. member FINRA/SIPC.

Martin Tax & Financial Services offers professional tax, wealth management and financial planning services under one roof. Our tax professionals are here to assist with a variety of issues relating to taxation, as well as offering tax preparation services, all year long. Our financial advisors offer objective advice and personal, professional management of your assets while also helping you naviga

te the tax issues that arise in connection with investing. Included among the many financial services available at Martin Tax & Financial Services are: assistance with retirement planning and planning for other financial goals, estate planning, college planning, planning for life insurance and long term care needs, tax planning, tax preparation, and resolution of tax related issues. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
06/01/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
05/31/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Property taxes too high? Here are ways to potentially lower your assessment.
05/27/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
05/25/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

What did it take to become the richest man in Babylon?
05/24/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Could you find acres of diamonds in your own backyard? Watch this video.
05/20/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
05/18/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Concerned about identity theft? Some things to leave at home.
05/17/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Some simple, inexpensive energy-saving tips that may help you save money.
05/13/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Address

3640 NE Ralph Powell Road
Lees Summit, MO
64064

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18162242560

Website

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