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.

The truth is a little more complicated with these personal finance idioms.
09/02/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

The beans brewed for your morning coffee may have changed hands many times.
08/31/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/30/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
08/26/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Learn the ins and outs of 529 plans before you or your student heads to college.
08/24/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Learn more about whether you need to pay estimated taxes.
08/23/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
08/19/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

There are billions in unclaimed dollars in the US. Is some of that yours?
08/17/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
08/16/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

There are benefits and limitations when using a living trust.
08/12/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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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