As a Tax-Focused organization, nothing brings us greater satisfaction than seeing our clients achieve their wishes and goals and maintain their lifestyle for the rest of their lives.
Taxes are the single biggest expense in our lives – we specialize in reducing taxes for our clients over their working and retirement lifetime.
Everyone has read or heard about people paying little to no income tax, well these opportunities are available to middle class families too.
Business Owners - who own their businesses yet sometimes feel that the business owns you. As a successful business owner, you did something most people never do, you believed in yourself, took a giant risk, played against the odds and you’ve come out a winner. Now it’s time to harvest your hard work and turn your business over to another generation so that you can transition into retirement, pay the least amount of tax and enjoy life like you’ve never lived before.
Business Owners - who own their businesses yet sometimes feel that the business owns you. As a successful business owner, you did something most people never do, you believed in yourself, took a giant risk, played against the odds and you’ve come out a winner. Now it’s time to harvest your hard work and turn your business over to another generation so that you can transition into retirement, pay the least amount of tax and enjoy life like you’ve never lived before.
If you see yourself in these examples, we may be a good fit. While our clients come from various backgrounds, they all have a common goal:
Reduce the taxes they pay over their lifetime, grow their wealth to secure their future and live a life filled with abundance.
Whether it’s international traveling, going on long vacations, sending your children or grandchildren to private schools or college, or simply having more time to spend with your family, partnering with Robert Martinelli Tax Planning means having a dedicated adviser to guide you in achieving time, mind and financial freedom.
It all begins with a simple phone call. Click on one of the “Let’s Chat” links throughout this website to schedule a 15-minute chat.
Helping tax concerned clients nationwide
6424 E Greenway Parkway
STE 100
Scottsdale, AZ 85254
4695 Chabot Drive
STE 200
Pleasanton, CA 94588
Serving Tax Concerned Clients Nationwide
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