September 23, 2010

About Us

Martin James Investment & Tax Management, both a CPA and Financial Planning Firm work together to provide a comprehensive plan designed to strengthen your financial position, as well as address the accounting and tax needs of closely-held businesses and high net worth individuals. With over 28 years of experience, we are committed to developing solutions that evolve as your financial, tax and technology environments change. Life changes, shouldn’t your planning consider those changes?
As your CPA and Financial Planning firm, we always have your best interests in mind. The depth and breadth of our technical expertise brings the added comfort that your finances are in excellent hands. And, with the latest technology in place, we can securely deliver most services via the internet. You will have 24/7 online access to your financial information, providing you with a superior level of convenience. We also belong to an extensive network of financial advisors that we can rely on for additional resources.

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Pursuant to the rules of professional conduct set forth in Circular 230, as promulgated by the United States Department of Treasury, nothing contained in this communication was intended or written to be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer by the Internal Revenue Service, and it cannot be used by any taxpayer for such purpose. No one, without our express prior written permission, may use or refer to any tax advice in this communication in promoting, marketing, or recommending a partnership or other entity, investment plan or arrangement to any other party.
Securities & Advisory Services offered through World Equity Group Inc, Member FINRA/SIPC.

Securities Licensed to conduct business in the following states: AZ, CO, FL, IL, IN, KY, MI, MO, NM, NC, TN

Martin James Investment & Tax Management, LLC and any of its employees acting as an agent, may only transact business in a particular state if first registered, excluded, or exempted from registration requirements whether individually or as a firm. In addition, follow up conversations or meetings with individuals in a particular state by Martin James Investment & Tax Management, LLC or its employees acting as agent, to effect transactions in securities, investment planning, or other personal investment advice will not be made without first becoming registered, excluded, or exempted from registration requirements either individually or as a firm.

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Martin James, CPA, PC and Martin James Investment & Tax Management LLC are not affiliated with World Equity Group, Inc. WEG does not provide tax advice. Martin James is a registered representative of World Equity Group Inc.