FINANCE

Tax Preparation Templates - Mariette Martinez

After only one initial consultation, I am more than impressed with Mariette – I am grateful. After struggling with QuickBooks on my own for a year and getting the runaround from my previous bookkeeper, she is a godsend. In one meeting, she asked (and listened!) about the structure of my company, what I wanted and expected from her, and helped me understand QuickBooks’ full capabilities.

Her mastery of QuickBooks and advice on financial software downloads is everything I have been wanting since taking my bookkeeping digital. She not only helped me correct mistakes I made in QuickBooks, but identified mistakes made in the previous year’s tax return. After a single meeting, I am looking forward to a long and successful business relationship in helping me fully understand and take control of my bookkeeping while offering sound advice in running an incorporated business. My wife and I feel extremely confident in her knowledge and skill! Thank you, Mariette!

After only one initial consultation, I am more than impressed with Mariette – I am grateful. After struggling with QuickBooks on my own for a year and getting the runaround from my previous bookkeeper, she is a godsend. In one meeting, she asked (and listened!) about the structure of my company, what I wanted and expected from her, and helped me understand QuickBooks’ full capabilities.

Her mastery of QuickBooks and advice on financial software downloads is everything I have been wanting since taking my bookkeeping digital. She not only helped me correct mistakes I made in QuickBooks, but identified mistakes made in the previous year’s tax return. After a single meeting, I am looking forward to a long and successful business relationship in helping me fully understand and take control of my bookkeeping while offering sound advice in running an incorporated business. My wife and I feel extremely confident in her knowledge and skill! Thank you, Mariette!

Mark J. Total Life Care

Read entire testimonial

Mariette is truly truly amazing. She helped us with 6 years of tax returns and did one heck of a job. I would HIGHLY recommend her to anyone that is seeking tax help. She is very knowledgeable and is able to explain things very clearly. Moreover, she is very organized and professional. Absolutely loved working with her and I look forward to working with her in the future. Hands down one of the best tax preparers I’ve come across.

Mariette is truly truly amazing. She helped us with 6 years of tax returns and did one heck of a job. I would HIGHLY recommend her to anyone that is seeking tax help. She is very knowledgeable and is able to explain things very clearly. Moreover, she is very organized and professional. Absolutely loved working with her and I look forward to working with her in the future. Hands down one of the best tax preparers I’ve come across.

Drish K.

Read entire testimonial

Knowledgeable, Professional and Definitely an EXPERT in her field. I didn’t know anything about taxes until Mariette started doing mine. I look forward to keep our business going for many years.

Knowledgeable, Professional and Definitely an EXPERT in her field. I didn’t know anything about taxes until Mariette started doing mine. I look forward to keep our business going for many years.

Veridiana S.

Read entire testimonial

I’ve gone through a million tax people and Mariette is easily the BEST. She answers emails quickly and is very patient. She is very knowledgable and professional. I don’t think I’ve ever learned so much doing my taxes! She thoroughly explained every line on our documents and made sure that we understood why this number was that and vice versa.

Mariette was great and makes tax prep easy! Highly recommended!!

I’ve gone through a million tax people and Mariette is easily the BEST. She answers emails quickly and is very patient. She is very knowledgable and professional. I don’t think I’ve ever learned so much doing my taxes! She thoroughly explained every line on our documents and made sure that we understood why this number was that and vice versa.

Mariette was great and makes tax prep easy! Highly recommended!!

Gigi D.

Read entire testimonial

Mariette is an incredible, professional EA. Always accurate and well-versed in the newest tax codes. Mariette started preparing our personal and business taxes after several years of headaches with small and large firms across L.A. Mariette worked several hours on our files to organize and fix years of errors and incorrect tax assumptions. She then sat with us and explained line by line how everything worked.  Mariette is amazing and we have absolute confidence in her work and direction.

Mariette is an incredible, professional EA. Always accurate and well-versed in the newest tax codes. Mariette started preparing our personal and business taxes after several years of headaches with small and large firms across L.A. Mariette worked several hours on our files to organize and fix years of errors and incorrect tax assumptions. She then sat with us and explained line by line how everything worked.  Mariette is amazing and we have absolute confidence in her work and direction.

Marisol M. Small Business & Personal Tax Preparation Client

Read entire testimonial

“Mariette’s enthusiasm is contagious. She actually makes learning accounting and tax information FUN. Her classes are well suited for all ages and level of experience. As a young college student, I no longer feel intimidated by subjects such as these. I feel empowered to self-educate and take further classes to increase my knowledge.

She’s sparked my interest in learning “numbers”, and I’m empowered to take control of my personal finances.

She makes herself personally available to her clients, which is something unheard of these days. In addition, you will feel comfortable asking her any questions and she will be happy to share her expert advice. Thank you Mariette!”

“Mariette’s enthusiasm is contagious. She actually makes learning accounting and tax information FUN. Her classes are well suited for all ages and level of experience. As a young college student, I no longer feel intimidated by subjects such as these. I feel empowered to self-educate and take further classes to increase my knowledge.

She’s sparked my interest in learning “numbers”, and I’m empowered to take control of my personal finances.

She makes herself personally available to her clients, which is something unheard of these days. In addition, you will feel comfortable asking her any questions and she will be happy to share her expert advice. Thank you Mariette!”

Cecilia A. "New to QuckBooks" Workshop Student

Read entire testimonial

Mariette is great!  She’s an expert at Quickbooks.  She set things up so that our data is synced across multiple computers including a Mac and PC.  She is very hard working and she has helped us through weekends, even late at night on a Saturday!  I would highly recommend her, especially if you have a small business.

Mariette is great!  She’s an expert at Quickbooks.  She set things up so that our data is synced across multiple computers including a Mac and PC.  She is very hard working and she has helped us through weekends, even late at night on a Saturday!  I would highly recommend her, especially if you have a small business.

Derrick L. Unbreakable Solutions

Read entire testimonial

Knowledgable, Professional and definitely an EXPERT in her field! I didn’t know anything about taxes until Mariette started doing my taxes. Thank you again for everything that you’ve done and all the great tips on how to organize my business expenses. Looking forward to next years taxes. – See more at: https://mariettemartinez.com/#sthash.rpPYdliR.dpuf

Knowledgable, Professional and definitely an EXPERT in her field! I didn’t know anything about taxes until Mariette started doing my taxes. Thank you again for everything that you’ve done and all the great tips on how to organize my business expenses. Looking forward to next years taxes. – See more at: https://mariettemartinez.com/#sthash.rpPYdliR.dpuf

Cristalina A. Small Business & Personal Taxes Client

Read entire testimonial

Mariette is more than a trusted partner giving our mutual clients personalized and quality bookkeeping services; she goes above and beyond to stay abreast of the latest trends in technology. Mariette Martinez EA truly incarnates what it means to be “The Firm of the Future.” As a FinTech company, Camino Financial partners with business advisors, like Mariette, who embrace technology and help bring our clients into the next generation. If this wasn’t enough, Mariette also serves as a trusted brand ambassador of Camino Financial, not only bringing innovation but growth into our partnership dynamic.

Mariette is more than a trusted partner giving our mutual clients personalized and quality bookkeeping services; she goes above and beyond to stay abreast of the latest trends in technology. Mariette Martinez EA truly incarnates what it means to be “The Firm of the Future.” As a FinTech company, Camino Financial partners with business advisors, like Mariette, who embrace technology and help bring our clients into the next generation. If this wasn’t enough, Mariette also serves as a trusted brand ambassador of Camino Financial, not only bringing innovation but growth into our partnership dynamic.

Sean Salas CEO CaminoFinancial.com

Read entire testimonial

“We had gone through several accountants and bookkeepers to assist us with the overwhelming task of converting to QuickBooks. No one could provide us with a clear map as to how this would occur, but more than willing to send us an invoice.  Then we discovered Mariette.

She is a professional. She understood our business and our needs in a very short time. She was able to provide us a map with the actual steps that were required to complete our conversion successfully. She was always available for any questions and without being prompted would call to make sure the steps were being followed and when it would be ready for her review. Our accounting, thus our business, felt safe in her capable hands.  Thank you Mariette for your hard work and getting us on the right footing.”

“We had gone through several accountants and bookkeepers to assist us with the overwhelming task of converting to QuickBooks. No one could provide us with a clear map as to how this would occur, but more than willing to send us an invoice.  Then we discovered Mariette.

She is a professional. She understood our business and our needs in a very short time. She was able to provide us a map with the actual steps that were required to complete our conversion successfully. She was always available for any questions and without being prompted would call to make sure the steps were being followed and when it would be ready for her review. Our accounting, thus our business, felt safe in her capable hands.  Thank you Mariette for your hard work and getting us on the right footing.”

Read entire testimonial

She’s awesome ! Awesome awesome ! I’m a new client and experienced rip offs and bad tax returns. My old tax guy took forever and would do it old school! She’s upto date and on top of everything ! She has a software that can do the work ASAP and good ! She makes it so easy to do taxes with her from the comfort of your own home! Thanks mariette !

She’s awesome ! Awesome awesome ! I’m a new client and experienced rip offs and bad tax returns. My old tax guy took forever and would do it old school! She’s upto date and on top of everything ! She has a software that can do the work ASAP and good ! She makes it so easy to do taxes with her from the comfort of your own home! Thanks mariette !

Lizette G.

Read entire testimonial

Great bookeeper and very qualified IRS Enrolled Agent. Professional, knowledgable, smart, friendly and honest. She’s a Keeper!

Great bookeeper and very qualified IRS Enrolled Agent. Professional, knowledgable, smart, friendly and honest. She’s a Keeper!

Fabiola S. Fabiola Fabulous Hats

Read entire testimonial

As the educational coordinator for the 2017 Landscape Industry Show, I found Mariette Martinez to be extremely responsive, low maintenance and fun to work with. The nearly 80 green industry professionals (office staff and owners and managers of small to medium businesses) who attended her two seminars were equally enthusiastic about the quality of her presentations. She scored exceptionally well on all of our evaluation metrics. Her average score for “Session met your expectations”, “speaker presented ideas clearly” and “speaker interacted with audience” was 4.9/5, with an amazing 98 percent of attendees indicating that they would attend another class taught by Mariette. Comments in the evaluations were along the lines of “great class — the only reason I came to the show!”; “excellent speaker! very knowledgeable!”; and “amazing speaker.” I strongly concur. Two thumbs up and five stars.

As the educational coordinator for the 2017 Landscape Industry Show, I found Mariette Martinez to be extremely responsive, low maintenance and fun to work with. The nearly 80 green industry professionals (office staff and owners and managers of small to medium businesses) who attended her two seminars were equally enthusiastic about the quality of her presentations. She scored exceptionally well on all of our evaluation metrics. Her average score for “Session met your expectations”, “speaker presented ideas clearly” and “speaker interacted with audience” was 4.9/5, with an amazing 98 percent of attendees indicating that they would attend another class taught by Mariette. Comments in the evaluations were along the lines of “great class — the only reason I came to the show!”; “excellent speaker! very knowledgeable!”; and “amazing speaker.” I strongly concur. Two thumbs up and five stars.

John S. California Landscape Contractors Association, http://www.clca.org/lis/

Read entire testimonial

I would highly recommend Mariette to anyone who needs tax services, business tax consulting, Quickbooks assistance or bookkeeping services. Mariette is a true professional. She is extremely knowledgeable!

We have been tax and business clients of Mariette’s for 2 years now. One of the things we like most about Mariette is that she really takes time to know you as the client so that she can provide you the best service. It is also very nice that she makes sure to take the time to explain everything and answer any questions you may have so that when you leave, there are no questions looming. We will definitely be using her services in the future!

I would highly recommend Mariette to anyone who needs tax services, business tax consulting, Quickbooks assistance or bookkeeping services. Mariette is a true professional. She is extremely knowledgeable!

We have been tax and business clients of Mariette’s for 2 years now. One of the things we like most about Mariette is that she really takes time to know you as the client so that she can provide you the best service. It is also very nice that she makes sure to take the time to explain everything and answer any questions you may have so that when you leave, there are no questions looming. We will definitely be using her services in

the future!

Jennifer F. Fairway Shutters

Read entire testimonial

I highly recommend using Mariette as your loyal tax consultant.  As a former TurboTax customer, I realize that not only does Mariette help me yield more tax savings than TurboTax, but she also helps me think about how I can better plan for tax savings in the future.  Mariette’s personal touch and attentive advice deliver a pleasant, timely and cost effective experience to her customers.  Work with Mariette and you will surely save on your taxes.

I highly recommend using Mariette as your loyal tax consultant.  As a former TurboTax customer, I realize that not only does Mariette help me yield more tax savings than TurboTax, but she also helps me think about how I can better plan for tax savings in the future.  Mariette’s personal touch and attentive advice deliver a pleasant, timely and cost effective experience to her customers.  Work with Mariette and you will surely save on your taxes.

Sean S. Multi-State Personal Income Tax Client

Read entire testimonial

I have been working on my books with Mariette for four years now. This is the second company I have worked on books with Mariette. I keep her close whenever I start a new job….

She is fast, professional, fair, knowledgeable, and willing to help with anything I do not have the skills or knowledge to do. She has taught me so much in the four years she has been working on my books. I am much stronger in Excel and Quickbooks, and am a much better Bookkeeper because of the knowledge Mariette brings to the table and her willingness to teach.

I would be lost without Mariette coming in and assisting with my books. I would recommend her to anyone.

I have been working on my books with Mariette for four years now. This is the second company I have worked on books with Mariette. I keep her close whenever I start a new job….

She is fast, professional, fair, knowledgeable, and willing to help with anything I do not have the skills or knowledge to do. She has taught me so much in the four years she has been working on my books. I am much stronger in Excel and Quickbooks, and am a much better Bookkeeper because of the knowledge Mariette brings to the table and her willingness to teach.

I would be lost without Mariette coming in and assisting with my books. I would recommend her to anyone.

Brenda O. Bookkeeper Partner on Accounting Clients

Read entire testimonial

“Mariette has been great in assisting my company with changing from a payroll company to Quickbooks Payroll. Setting up invoices,time sheets and other payroll related items.  Mariette will get the job done.”

“Mariette has been great in assisting my company with changing from a payroll company to Quickbooks Payroll. Setting up invoices,time sheets and other payroll related items.  Mariette will get the job done.”

Charles C. Covenant Security & Patrol

Read entire testimonial

This is the first year my husband and I have worked with Mariette for our tax returns and we have to say she is great. She walked us through the whole process and gave us plenty of info for future tax returns. We will definitely be working with Mariette again next year.

This is the first year my husband and I have worked with Mariette for our tax returns and we have to say she is great. She walked us through the whole process and gave us plenty of info for future tax returns. We will definitely be working with Mariette again next year.

Channy Z.

Read entire testimonial

Mariette is super star at taxes and Quickbooks! We have been using her business tax and Quickbooks services for the last two years and extremely happy with her knowledge and quality of work. She is great at keeping you informed, responsive and professional. We are fortunate to have found Mariette and look forward to keep working with her as we grow our business. Thank you Mariette!

Mariette is super star at taxes and Quickbooks! We have been using her business tax and Quickbooks services for the last two years and extremely happy with her knowledge and quality of work. She is great at keeping you informed, responsive and professional. We are fortunate to have found Mariette and look forward to keep working with her as we grow our business. Thank you Mariette!

Teri D. 2011 & 2012 Tax Client

Read entire testimonial

After relocating from Burbank to Rancho Cucamonga, my husband and I needed a new tax person. I searched Yelp and luckily found Mariette. My husband and I were able to submit all of our tax documents electronically. We visited Mariette’s office once to sign the final documents.

Mariette is a true professional, knowledgeable and courteous. She returned all of our phone calls and emails in a timely manner. My husband and I will work with her for years to come. I highly recommend her services!

After relocating from Burbank to Rancho Cucamonga, my husband and I needed a new tax person. I searched Yelp and luckily found Mariette. My husband and I were able to submit all of our tax documents electronically. We visited Mariette’s office once to sign the final documents.

Mariette is a true professional, knowledgeable and courteous. She returned all of our phone calls and emails in a timely manner. My husband and I will work with her for years to come. I highly recommend her services!

Shae L.

Read entire testimonial

Mariette is always there and is very reasonable in terms of cost for her service. She does great in QB training, cleaning up the books, tax questions and returns. I use three different CPA firms for various corporations (associations) that I manage only for tax returns, so I see first hand how others respond to questions and issues compared to Mariette. She is great!

Mariette is always there and is very reasonable in terms of cost for her service. She does great in QB training, cleaning up the books, tax questions and returns. I use three different CPA firms for various corporations (associations) that I manage only for tax returns, so I see first hand how others respond to questions and issues compared to Mariette. She is great!

Chris L. Escondido Enterprises

Read entire testimonial

Mariette was such an amazing help. I found her on yelp last year and asked for some advise on my taxes that i had filed myself and she gladly helped me. I wasn’t expecting her to take the time to help me out, since I figured most might ask me to make an appt then charge me for their time. This year I went to her for my taxes and she was very accommodating with me and my work schedule. Her pricing is reasonable. She is kind, professional and gets things done fast.

I got my refund faster than I expected. I will definitely be back for next year’s tax season

Mariette was such an amazing help. I found her on yelp last year and asked for some advise on my taxes that i had filed myself and she gladly helped me. I wasn’t expecting her to take the time to help me out, since I figured most might ask me to make an appt then charge me for their time. This year I went to her for my taxes and she was very accommodating with me and my work schedule. Her pricing is reasonable. She is kind, professional and gets things done fast.

I got my refund faster than I expected. I will definitely be back for next year’s tax season

Dani B. Happy Tax Client

Read entire testimonial

“7 letters with dashes! A-M-A-Z-I-N-G! We can’t express how grateful we are to have met Mariette! She is such an advocate for us and our company. We were amazed how quickly she was able to help us reconcile a years worth of accounting and get all our taxes done within a week or so! We love you Mariette! Thanks soo much!”

“7 letters with dashes! A-M-A-Z-I-N-G! We can’t express how grateful we are to have met Mariette! She is such an advocate for us and our company. We were amazed how quickly she was able to help us reconcile a years worth of accounting and get all our taxes done within a week or so! We love you Mariette! Thanks soo much!”

Melina T. Divine Property Management LLC

Read entire testimonial

Call Mariette ASAP. I wish I had.  I found her on-line and after reading her reviews, I decided to set an appointment with her to prepare my personal taxes. My accountant from a popular accredited well known company had made many mistakes costing me thousands in fees and penalties. After meeting with Mariette, she informed me of many missed opportunities that could have saved me a lot of money.

She was very kind in breaking the news to me but more importantly she took the time to inform and educate me on current tax laws. I highly recommend you sign up to receive her email newsletters. She sends tax reminders and is always current on very important changes we all need to be aware of regarding our tax laws.  Mariette is a professional who is very gracious with her time; she takes great care of her clients. Though it was too late for me, don’t find yourself wishing you had met with her sooner.

Call Mariette ASAP. I wish I had.  I found her on-line and after reading her reviews, I decided to set an appointment with her to prepare my personal taxes. My accountant from a popular accredited well known company had made many mistakes costing me thousands in fees and penalties. After meeting with Mariette, she informed me of many missed opportunities that could have saved me a lot of money.

She was very kind in breaking the news to me but more importantly she took the time to inform and educate me on current tax laws. I highly recommend you sign up to receive her email newsletters. She sends tax reminders and is always current on very important changes we all need to be aware of regarding our tax laws.  Mariette is a professional who is very gracious with her time; she takes great care of her clients. Though it was too late for me, don’t find yourself wishing you had met with her sooner.

Victoria M. Personal Income Taxes Client

Read entire testimonial

Both my wife and myself have enjoyed working with Mariette in the development and implementation of a QuickBooks process which meets our company’s specific needs. She has a grassroots approach which moved us very quickly from the fundamentals to the nearly completed process which we are diligently working toward completing.

Both my wife and myself have enjoyed working with Mariette in the development and implementation of a QuickBooks process which meets our company’s specific needs. She has a grassroots approach which moved us very quickly from the fundamentals to the nearly completed process which we are diligently working toward completing.

Stephen A.

Read entire testimonial

Very Professional, knowledgable, friendly and helpful.  She is like a teacher, taking her time to explain you step by step and answer any questions. Taxes are always stressful but it  was a pleasant experience with Mariette.

Very Professional, knowledgable, friendly and helpful.  She is like a teacher, taking her time to explain you step by step and answer any questions. Taxes are always stressful but it  was a pleasant experience with Mariette.

Angie C. Personal Taxes Client

Read entire testimonial

OMG, Mariette is the best thing that has happened to me! What a remarkable, knowledgeable professional. Moreover, she is fun to work with. Very,very talented!

OMG, Mariette is the best thing that has happened to me! What a remarkable, knowledgeable professional. Moreover, she is fun to work with. Very,very talented!

Barbara S. Barbara's Handmade Cookie Pies

Read entire testimonial

Thank you Yelpers! What a find Mariette is. I used turbo tax and screwed up my taxes so bad I had the IRS confiscate my bank accounts. She totaly saved my rears! She went back 4 years and fixed all my mistakes and got me out of hot water with the IRS. If you have never had dealings with the IRS STAY CLEAR they suck to deal with.

Thank you Mariette and fellow Yelpers for the tip!
Woohoo! Good as it gets

Thank you Yelpers! What a find Mariette is. I used turbo tax and screwed up my taxes so bad I had the IRS confiscate my bank accounts. She totaly saved my rears! She went back 4 years and fixed all my mistakes and got me out of hot water with the IRS. If you have never had dealings with the IRS STAY CLEAR they suck to deal with.

Thank you Mariette and fellow Yelpers for the tip!
Woohoo! Good as it gets

Ken C. 2010-2012 Tax Client

Read entire testimonial

“Mariette gave us so much information and was an amazing help in setting up our non profit company books. She gave us so much information in a very short time, and gave us some invaluable tips in using Quickbooks. She is an amazing teacher and we are so grateful to have found her.”

“Mariette gave us so much information and was an amazing help in setting up our non profit company books. She gave us so much information in a very short time, and gave us some invaluable tips in using Quickbooks. She is an amazing teacher and we are so grateful to have found her.”

Robin G. Smooth Transition Inc

Read entire testimonial

Mariette has been a great help and asset to our business! She has been professional, knowledgeable and very easy to work with. I would highly recommend her.

Mariette has been a great help and asset to our business! She has been professional, knowledgeable and very easy to work with. I would highly recommend her.

Susie H. LASERISLAND

Read entire testimonial

From the moment I met Mariette, I knew she was the best! She was well prepared and concerned that she addressed every one of my needs.  She also is a very good trainer with lots of patience.

As a new QuickBooks user, it can seem overwhelming, so a good trainer is needed. Look no further, you will not be disappointed with her! Being successful in business requires strong and trustworthy partnerships and I’m proud to call her my partner!

From the moment I met Mariette, I knew she was the best! She was well prepared and concerned that she addressed every one of my needs.  She also is a very good trainer with lots of patience.

As a new QuickBooks user, it can seem overwhelming, so a good trainer is needed. Look no further, you will not be disappointed with her! Being successful in business requires strong and trustworthy partnerships and I’m proud to call her my partner!

Sherri S.

Read entire testimonial


Category: Small business

Similar articles: