About Carlos Martinez
As a business owner and real estate investor myself, I enjoy helping other small business owners and investors through the tax maze. It is my goal to aleviate the tax planning and preperation burden on you so that you could focus on what you do best as well as to educate you a bit along the way. Along with my firm, Uptown Advisors, we also are experienced in taking care of your books and payroll. Since all these things are connected and required to tax plan you are able to have it all in location with us.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- California Department of Tax & Fee Administration (CDTFA)
- California Employment Development Department (CA EDD)
- California Franchise Tax Board (CA FTB)
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- Sales Tax Audit or Examination
- Sales Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Bank Levy
- Tax Audit or Examination
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Audit or Examination
- Franchise Tax Issues
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Partial Payment Installment Agreement
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Business Tax Preparation
- Trust Tax Preparation
- Estate Tax Preparation
- Installment Agreement
- Offer In Compromise
- Sales Tax Preparation
- Amend Tax Returns
- Audit Defense and Support
- Installment Agreement
- EDD Assessment Appeals
- Audit Defense and Support
- Installment Agreement
- Individual Tax Preparation
- Offer In Compromise
- Penalty Abatement
- Business Tax Preparation
- Amend Tax Returns
- Audit Defense and Support
Tax Types Serviced
Corporate Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
8/2/2019
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Tax Preparer | Uptown Advisors | Whittier, California | Jan 2005 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Regis University | Bachelor's Degree | 2002 |
Associations & Memberships
Not Provided
Contact Information
Address
7028 Greenleaf Ave
Whittier, California 90601
Whittier, California 90601
In Office Visits
No
Book Appointment
Pricing & Payments
Free Quote
Amex
Visa
Mastercard
Cash
Zelle
Videos & Photos
Photo
Photo
Photo
Photo
Photo
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