MEET OUR TEAM

We are a network of specialists with one goal in mind and that is to meet the needs of our clients.


Unlike a Tax Preparer who meets after the year has passed, to look back and document your numbers, and then requests you write a check to the IRS, we work year-round with clients to ensure the tax code is adhered to with one goal, to save you money both short and long term.


The team consists of tax specialists, client customer service, graphic designer, Internet management, corporate relations, estate tax consultants, and manager of financial industry relations.

Our Team

Robert Martinelli - Tax Planning Expert

ROBERT MARTINELLI
Principal – Robert Martinelli Tax Planning


My wake-up call came in 2000. In 2001, I had to send over $600,000 in income and estate taxes to settle my parents final tax returns.


Although my Dad had a Stock Broker, CPA and Estate Planning Attorney, I learned two things from this experience.


First, these professionals blamed my father: He was supposed to know what to do and when to do it.





  • Favorite Quote

    Good judgement comes from experience; experience comes from bad judgement.

    • Read More

      And second, because they did not speak to one another, no one had a clear understanding of my parents financial situation or the liabilities that my brother and I finally incurred.


      Twenty years later, nothing has changed. Stock Brokers don’t speak to insurance agents, Insurance agents don’t speak to Estate Planning Attorney’s and Estate Planning Attorney’s don’t speak to the CPA and CPAs don’t speak to anyone.


      On the day I wrote those checks to the IRS, I made a promise that I would never let this happen to any of my clients.


      Professionally: I had the amazing opportunity to mentor under two financial pioneers: Robert Blackman, CPA and Tax Attorney and Barry Kaye. Two extraordinary individuals who helped me understand the Internal Revenue Code book and how to position our lifesavings and pay little to no income tax, federal or state – for the rest of our lives.


      Giving Back: up to 10% of all company proceeds are donated to charities near and dear to me. There is a list within this website entitled, Giving Back 


      Personally: I had an exciting childhood growing up in New York City – a melting pot of people, wisdom and experiences. I enjoy cooking, wine, socializing and walking for exercise with the company security guard and mascot Brandi. For the last 10 years, Brandi and I walk over 5,000,000 steps every year.

    • Read More

      And second, because they did not speak to one another, no one had a clear understanding of my parents financial situation or the liabilities that my brother and I finally incurred.


      Twenty years later, nothing has changed. Stock Brokers don’t speak to insurance agents, Insurance agents don’t speak to Estate Planning Attorney’s and Estate Planning Attorney’s don’t speak to the CPA and CPAs don’t speak to anyone.


      On the day I wrote those checks to the IRS, I made a promise that I would never let this happen to any of my clients.


      Professionally: I had the amazing opportunity to mentor under two financial pioneers: Robert Blackman, CPA and Tax Attorney and Barry Kaye. Two extraordinary individuals who helped me understand the Internal Revenue Code book and how to position our lifesavings and pay little to no income tax, federal or state – for the rest of our lives.


      Giving Back: up to 10% of all company proceeds are donated to charities near and dear to me. There is a list within this website entitled, Giving Back 


      Personally: I had an exciting childhood growing up in New York City – a melting pot of people, wisdom and experiences. I enjoy cooking, wine, socializing and walking for xercise with the company security guard and mascot Brandi. For the last 10 years, Brandi and I walk over 5,000,000 steps every year.

    • Favorite Quote

      Good judgement comes from experience; experience comes from bad judgement.

    BRANDI - Security Guard & Mascot - Robert Martinelli Tax Planning

    BRANDI - Security Guard  & Mascot


    Brandi is dedicated to the role of security guard and mascot.


    Robert rescued Brandi 4 years ago and she has proven to be a blessing and loyal companion.


    Her love of meeting and greeting people on our many walks always brings a smile to my face.

    If more people could be like Brandi, the world would be a happier, safer place.

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