About Jose A. Martinez
Jose is a licensed tax professional (Enrolled Agent) that can represent taxpayers in front of the IRS and various state tax departments. He has over 35 years of tax and accounting experience. He has worked for some big names like Deloitte Tax, Jefferson Wells, and other CPA and accounting firms before he opened up his own practice.
He helps businesses and individuals nationwide and internationally with tax preparation, accounting, tax planning, payroll services, sales tax services, and tax problem resolution.
If you stressed with an IRS or state tax problem, reach out to Jose today for a free consultation.
He helps businesses and individuals nationwide and internationally with tax preparation, accounting, tax planning, payroll services, sales tax services, and tax problem resolution.
If you stressed with an IRS or state tax problem, reach out to Jose today for a free consultation.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- New Jersey Division of Taxation
- New York State Department of Taxation
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Wage Garnishment
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Trust Fund Recovery Penalty
- Tax Preparer Penalties
- FBAR & FATCA
- Other Levies
- Passport Issues
- Cryptocurrency Issue
- Spousal Tax Issue
- Foreign Informational Penalties
- Expatriation (Form 8854)
- Notice of Deficiency
- Notice of Determination
- Tax Refund
- Tax Return Mistake
- FIRPTA
- Unpaid Taxes
- Unfiled Tax Returns
- Sales & Use Tax Audit
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Unfiled Sales Tax
- Unfiled State Payroll Tax
- 100% Penalty Assessment
- Tax Audit or Examination
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Warrant
- Tax Penalties
- Seizure
- Bank Levy
- Sales Tax
- 100% Penalty Assessment
- Tax Audit or Examination
- Franchise Tax Issues
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- CAP Hearing
- CDP Hearing
- Business Tax Preparation
- Trust Tax Preparation
- Estate Tax Preparation
- FBAR & FACTA
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- 4180 Interview Support
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- CSED Analysis
- IRS Transcript Analysis
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Business Tax Preparation
- Closing Agreement (OIC)
- Amend Tax Returns
- Tax Appeals
- Audit Defense & Support
- Inheritance Tax Preparation
- Estate Tax Preparation
- Payroll Tax Preparation
- Sales and Use Tax Preparation
- Tax Amnesty
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Innocent Spouse Relief
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Hardship - CNC
- Estate Tax Preparation
- Fiduciary (Trust & Estate 1041)
- Tax Appeals
- Tax Amnesty
Tax Types Serviced
Corporate Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Gift Tax/GST Tax
Highway Use Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
FIRPTA
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Expatriates
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
9/1/2001
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| President | J.A. Martinez, Jr., Inc | East Rutherford, New Jersey | Jun 2011 - Present |
| Tax Engagement Manager | Experis (formerly Jefferson Wells International) | New York, New York | May 2008 - Jun 2011 |
| President | J.A. Martinez, Jr., Inc | Hoboken, New Jersey | Mar 2007 - May 2008 |
| Senior Tax Accountant (Mutual Funds) | Deloitte Tax LLP | New York, New York | Jan 2006 - Feb 2007 |
| Tax Supervisor | The Schonbraun McCann Group, LLP | Roseland, New Jersey | Jan 2005 - Dec 2005 |
| Tax Consultant | Leib Merkin, Inc. | Englewood Cliffs, New Jersey | Feb 2001 - Mar 2004 |
| Senior Auditor | JH Cohn, LLP (Weidenbaum Ryder & Co) | Englewood Cliffs, New Jersey | Feb 1995 - Jul 1996 |
| Senior Accountant | Thomas Lawrence & Co., CPA | Hackensack, New Jersey | Aug 1993 - Jan 1995 |
| Accounting Manager / Assistant Controller | Alorna Coat Corp | Hoboken, New Jersey | Aug 1991 - Aug 1993 |
| Senior Accountant | Traphagen & Traphagen, CPAs | Oradell, New Jersey | Dec 1987 - May 1991 |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Rutgers, The State University of New Jersey | Bachelor's Degree | 1986 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| Tax Rep Network (TRN) | Member | 2023 - Present |
| National Association of Enrolled Agents (NAEA) | Member | 2021 - Present |
| The Association of Latino Professionals In Finance and Accounting | Member | 2000 - Present |
| American Institute of Certified Public Accountants | Associate | 1999 - Present |
Contact Information
Pricing & Payments
Free Consultation
Free Quote
Virtual Consultation
Flat Fee Pricing
Contact Me for Details
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