In the midst of deadlines and paperwork that peak during tax season, Martin Tax & Financial Services helps clients navigate the complexities of taxes and investments with confidence and ease.
At its helm is Laurie Martin, a dynamic force steering the company toward innovation and growth while upholding its longstanding values of excellent customer service, education and tax management.
The founding directive at Martin Tax & Financial Services is to bridge the gap between tax preparation and wealth management. They provide a comprehensive suite of services designed to empower clients on the whole picture, from income tax preparation to investment management to retirement income planning and creating customized financial plans that address all aspects of a client’s financial life. As fiduciaries, they prioritize clients' best interests, forging enduring relationships built on trust and mutual respect.
“We can provide better investment advice because we always take taxes into account,” Laurie explains. “Our goal is to minimize the taxes clients pay on their investment earnings. We want them to keep what they earn.”
The journey of Martin Tax & Financial Services is a testament to the vision of its founder and Laurie’s father, Michael Martin, who established the firm in 1987. An esteemed member of the tax community, Mike teaches advanced tax classes to hundreds of area tax professionals each year and is often asked to speak on the topic. Mike serves as a valuable resource to the professionals who work at Martin Tax & Financial Services.
Bringing a unique blend of legal acumen and financial prowess to the table, Laurie continues to build what Mike started. A graduate of UMKC School of Law, she transitioned to the family business in 2014, infusing it with fresh perspectives and strategic direction. In 2017, Laurie purchased the business from her father, upholding the legacy he established, while determined to propel the firm into a new chapter of growth and innovation.
Laurie says she enjoyed practicing law, but joining the family business allows her the integration of building on what her father started and doing what she likes best: working with clients. “When I was focused on estate planning, I would work with a client and then not see them again for many years. This is more of an ongoing relationship, and I really like that.”
Under her leadership, Martin Tax & Financial Services has evolved strategically, embracing technological innovation and seeking to grow the firm’s team of professionals. Recognizing the importance of adapting to an ever-changing landscape, Laurie has prioritized technology advancements and cybersecurity measures. “Our focus remains on providing superior customer service,” Laurie emphasizes. “We’re committed to staying ahead of the industry trends, including virtual relationships, which are increasingly essential.” Moreover, Laurie has emphasized fostering a culture of continuous learning and development, as well as talent acquisition. She believes that investing in her team’s growth and providing advancement opportunities is paramount, ensuring they are equipped with the latest skills and knowledge to meet the evolving needs of clients, and positioning Martin Tax & Financial Services as a trusted partner for generations to come.
“Our recent move to Lee’s Summit allows us to do a better job connecting with and giving back to our community, which is important to us,” Laurie shares. Their annual coat drive and partnerships with local charities underscore this commitment. They also host an annual shred event each year to safeguard their clients’ interests beyond finances.
As Laurie Martin leads the charge into a new era, the essence of Martin Tax & Financial Services remains unchanged—a trusted community partner tackling the complexities of finance with unwavering dedication and care for their clients.
For more information, visit mtfskc.com or call (816) 224-2560
Securities and Investment Advisory Services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Tax services provided by Martin Tax & Financial Services.