Martin Tax & Financial Services is a tax and financial services firm serving clients in Lee's Summit, MO. The firm works with individuals and small businesses, using tax preparation and planning as part of a broader financial approach.

Its services include income tax preparation, tax planning, wealth management and investing, financial planning, and retirement planning. The source material describes a customized approach for helping clients navigate financial challenges and pursue financial goals, with tax professionals, investment advisors, and financial planners involved in the service mix.

The profile facts list an EA credential and more than 35 years of experience for Martin Tax & Financial Services. The public website also presents tax resources, planning resources, calculators, events, and client-focused service information.