EM

Clarity in everytax decision.

Tax preparation, planning and coaching that lowers what you owe.

Schedule a consultation
Erick Martinez, tax professional
The approach

Taxesarenotpaperwork.Theyaretheclearestpictureyouwillevergetofyourfinanciallife.Wereadthatpicturewithyou,buildastrategyaroundit,andmakesureeverydeductionyouhaveearnedisclaimedandeverypositionwetakeisprotected.Youwillneverbesurprisedbyanumberagain.

Services

Full-service tax work, handled end to end.

One practice for the filing, the planning and the defense of your position — so nothing falls between advisors.

01

Individual Tax Preparation

Federal and multi-state returns prepared with a line-by-line review, e-filed with direct deposit and a written summary of what changed.

  • 1040 & schedules
  • Multi-state filings
  • Amended returns
02

Business & Entity Returns

S-corps, partnerships, LLCs and sole proprietors — filed accurately with owner compensation and basis tracked properly.

  • 1120-S / 1065
  • Schedule C
  • Entity selection
03

Tax Planning & Projections

Quarterly projections so the April number is a decision, not a shock. We model scenarios before you commit.

  • Quarterly estimates
  • Retirement strategy
  • Year-end moves
04

Bookkeeping & Payroll

Clean monthly books and compliant payroll, reconciled and closed on schedule so filings are never a scramble.

  • Monthly close
  • Payroll filings
  • 1099 / W-2
05

IRS Representation

Notices, audits, liens and payment plans handled on your behalf with direct correspondence to the agency.

  • Audit support
  • Penalty abatement
  • Installment plans
06

New Business Setup

Formation, EIN, elections and an accounting foundation built correctly on day one instead of repaired in year three.

  • Formation & EIN
  • S-corp election
  • Systems setup
The difference

Before and after working with Erick.

Your bank account

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Slipping

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Financial planning & coaching

Beyond the return: a plan for your money.

Coaching sessions that turn your tax picture into a full financial plan, so every decision moves you toward your goals.

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Financial roadmap

A clear plan for income, savings, debt and taxes, built around the goals you actually have.

Budget & cash flow

Know where every dollar goes and set up a system that keeps you ahead each month.

Goal setting

Home, retirement, a business, college: we map the steps and the tax angle for each one.

1-on-1 sessions

Private virtual coaching calls with Erick, with a written action plan after every session.

Testimonials

What clients report back.

"He restructured our LLC as an S-corp and walked us through every number. Our tax bill dropped meaningfully and we finally understood why."

Daniela R.

Owner, construction contractor

"An IRS notice showed up and Erick handled all of it. He corresponded directly with the agency and the penalty was removed."

Marcus T.

Independent consultant

"Quarterly projections changed how we run the business. No more April surprises, and the bookkeeping is finally clean."

Priya S.

Co-founder, e-commerce brand

Process

Four steps, no guesswork.

01

Discovery call

A 20-minute conversation about your situation, entities and open years. No charge, no pitch.

02

Document review

Secure upload of prior returns and statements. We review one year back to catch missed opportunities.

03

Strategy & filing

We present the plan, agree on positions, then prepare and e-file with full documentation retained.

04

Year-round advisory

Quarterly check-ins, estimate updates, and a call whenever a decision has a tax consequence.

Contact

Let's look at your last return.

Send a note and Erick will reply personally within two business days with next steps and a clear scope.

Phone

(281) 704-7517

Email

erickadvisoryg@gmail.com

Office

Houston, TX · virtual calls