Welcome to Stefanie Martinez CPA PLLC

A trusted CPA firm providing modern and personalized services to help our clients reach their financial and business goals

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What We Do

We provide a variety of tax services to corporations, partnerships, non-profits and individuals, including tax planning, tax return preparation, and IRS correspondence and representation. We also provide services that range from traditional accounting and bookkeeping, to other consulting services, including business planning, and financial budgets and projections.

Tax Services

We help keep you compliant, by offering personal, business and corporate federal and state tax return preparation, tax planning, IRS assistance and representation, preparation of payroll tax, sales tax and property tax reports.

Accounting Services

We help you monitor your business’s financial health and cash flow, by offering periodic accounting and bookkeeping services, payroll and payroll tax management, financial analysis and forecasting, QuickBooks help and set up.

Business Services

We help you be prepared, by offering assistance with your upcoming audit or review, financial projections and internal controls testing. We help you cut costs by process evaluation and improvement. We help you get your business started by discussing your goals and offering strategic advice on business type or structure, federal and state tax account set-up, help with standard operating procedures.

Why are we different?

  • Our well rounded background in business development, tax, audit, and financial reporting, brings a unique point of view and valuable foundation of knowledge to our clients.
  • Supporting our clients is not our job, it's our passion. We value every day that we can encourage other business owners and share lessons learned to help achieve their goals and maximize their potential.
  • We utilize modern technology to improve efficiencies and accuracy, to provide our clients the best "Bang for their Buck".

Why use a CPA?

  • It may seem simple to enter your numbers through an online tax software, but it could cost you hundreds or even thousands to fix any mistakes made, even for simple returns! Not to mention tax dollars left on the table.
  • A CPA is a licensed professional that can help guide you through tax planning and preparation, and add value to you individually, your company, as your business grows, or your tax situation gets more complex.

Services

Tax Preparation and Planning

Tax preparation and planning for individuals, corporations, s-corporations, partnerships, non-profit, estate and gift tax, trusts, sales tax, payroll tax, property tax

Accounting and Bookkeeping

Monthly, quarterly, or annual accounting and bookkeeping (on site options available), payroll tax deposits, financial statement preparation and analysis, strategic planning

QuickBooks Training and Assistance

Set up of accounts, vendors and customers, recording daily activities, bank feeds and reconciliations, payroll, and QuickBooks accounting and report review

Internal Controls and Procedures

Assistance with writing and testing of internal controls and standard operating procedures, checklists

IRS Assistance

IRS audit assistance, representation, tax notice response, penalty abatement, amended tax return

Other Services

Audit and review consulting, entity selection and restructuring, financial and retirement planning, financial projections and budget



Our Team

Stefanie Martinez, CPA

CPA and Business Advisor

Stefanie Martinez is the founder and director of this CPA office in the Clear Lake Area. Stefanie earned her Bachelors of Accounting and Finance, and Masters of Accounting from University of Houston - Clear Lake.

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Alejandra Martinez

Small Business Consultant and Bookkeeper

Alejandra obtained her Bachelor's degree in Business Management at the University of Houston - Clear Lake with a concentration in Human Resources and Entrepreneurship.

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Heather Sheene

Senior Tax Associate

Heather is a Tax Senior here at the firm. Heather has a Bachelor's in English from the University of Houston, she is also a QuickBooks Certified ProAdvisor and ProConnect Tax expert.

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Shelley Crisp

Office Administrator

Shelley is our firm's Executive Assistant. Shelley has 30+ years experience in office management and 15 years experience in bookkeeping, specifically in small business sectors.

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Kirby Alexander

Tax and Accounting Associate

Kirby is a Tax Associate and has 6 years' experience in accounting. Kirby has a bachelor's in accounting from Texas Southern University, and currently working towards becoming a CPA.

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Contact

Please contact us for more information. Feel free to call or text the number below and we will get back to you!

We are currently working normal business hours, but office visits are by appointment only.

Location:

1120 Nasa Parkway, Suite 220B
Houston, Texas 77058

Call:

713-471-2060