Most business owners don't have a tax problem. They have a planning problem. Their preparer reports what already happened. We plan what happens next.
1. Do you currently own an operating business? *
Please choose an option.
2. What is your business's annual revenue? *
Please choose an option.
3. What's costing you the most right now? *
Please choose an option.
Takes 30 seconds. No cost. No obligation.
Thanks for your honesty!
This session is built for owners of operating businesses. If you're planning to start one, we'd still love to help you set it up right from day one.
Email Us About Starting Your BusinessBook your free Tax Strategy Session with Jose Martinez. 30 minutes, Zoom or phone.
If you checked yes to even one of these, you are almost certainly leaving money on the table.
This is not a sales pitch disguised as a call. You'll leave with clarity whether you hire us or not.
Your entity type, how you pay yourself, your last return, and where your books stand today.
We identify the strategies you qualify for that nobody has put in place for you yet.
Clear next steps, what to do before December 31, and a flat-fee quote if you want us to handle it.
Every business is different. These are some of the most commonly missed opportunities we review.
Is an S-Corp election right for you, and what is the right reasonable salary?
Reimburse yourself tax-free for home office, mileage, and phone the right way.
Solo 401(k), SEP, and cash balance plans that shelter income while you build wealth.
Shifting income to family members who legitimately work in the business.
Timing big purchases and depreciation so they actually help your tax bill.
You can't deduct what you can't prove. Accurate books are the foundation of every strategy.
We work best with owners who want a partner, not just a preparer.
Jose is the Founder and Chief Financial Strategist of Martinez Financial Group Strategies (MFG). He works with business owners as their fractional CFO, which means you get CFO-level strategy without paying a full-time executive salary.
MFG brings financial operations, tax strategy, and wealth planning under one roof: bookkeeping, payroll, proactive tax planning, and the advice that ties it all together. Jose holds an IRS PTIN, operates as an IRS Authorized e-file Provider, and serves clients in English and Spanish.
Based in Dallas, Texas, and working with business owners nationwide.
"Advising Today So We Can Secure Tomorrow."
Yes. It's a 30-minute call with no cost and no obligation. If we're a fit, we'll give you a flat-fee quote. If not, you still leave with ideas you can use.
No. Many clients keep their preparer and bring us in for planning and CFO support. We'll recommend whatever setup serves you best.
Yes. We work with business owners remotely across the United States.
No, that's exactly when you should talk to us. We do catch-up bookkeeping on a flat fee and can get you current.
Not yet. But many strategies must be in place by December 31, so the sooner we talk, the more options you have.
¡Sí! Ofrecemos nuestros servicios en inglés y en español.
Martinez Financial Group Strategies LLC – All Rights Reserved
[email protected] · 469-689-1222
MFG provides fractional CFO, bookkeeping, tax planning, and payroll services. Tax savings vary based on each client's facts and circumstances and are not guaranteed. Information on this page is for general educational purposes and is not tax, legal, or investment advice for your specific situation.
Any testimonials or examples reflect individual client experiences and do not guarantee similar results. Results depend on factors including business structure, income, compliance history, and client participation.