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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.

    Marissa Burckhardt - administrative assistant

    MARISSA BURCKHARDT
    Administrative Assistant

    I’m excited to introduce you to Marissa, the talented young

    woman I’ve just hired as my assistant.


    She graduated from San Jose State University in 2023, and I am thrilled to have her join our team!


    Marissa is a remarkable individual who worked hard throughout her college years, balancing her studies with a job.


    One of her proudest accomplishments is graduating debt-free, which speaks volumes about her dedication and financial responsibility.

    • Read More

      She has a genuine interest in Values-Based Life Planning for IRA Millionaires, and I can already see her eagerness to learn and grow in this field. It’s refreshing to have someone so enthusiastic about expanding their knowledge!


      On a personal level, Marissa enjoys cooking, which showcases her creativity and passion for good food. She also loves horseback riding, reflecting her adventurous spirit and connection to nature. Additionally, she’s an avid reader, always seeking out new ideas and stories to explore.


      One of her standout passions is her beautifully restored 1966 Mustang. It’s clear  that she has a deep  appreciation for craftsmanship and history, and you might even see her at the Monterey Car Show every year, proudly showcasing her car.


      Overall, Marissa is a bright, driven, and well-rounded individual, and I’m looking forward to seeing all the great things she will accomplish in her new role!

    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.


    FOR YOUR CONSIDERATION:

    Your pet's well-being is precious. Have you considered creating legal

    documents to ensure their care and comfort, should something happen

    to you? We are experienced and can help!


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