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THE TAX MASHAL
Your Financial Marshal for Business Clarity and Control
At Fred Martinez LLC, we help business owners bring order, structure, and confidence to their financial lives. As your Financial Marshall, Fred helps you protect what you’ve built, organize what feels complicated, and move forward with clear numbers and strategic guidance.
OUR VISION
To be the trusted guide for small and mid-sized business owners across Texas and beyond. We believe every entrepreneur deserves a clear path forward — one that reduces tax burdens, protects wealth, and creates a lasting legacy for future generations.
OUR MISSION
To simplify the complex world of tax, wealth, and estate planning so you can:
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Keep more of what you earn through proactive tax strategies
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Build and protect wealth with the right financial structures in place
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Create a legacy that outlives your business
Meet Fred Martinez
Fred Martinez built this firm because he knows firsthand how overwhelming the financial side of business can feel. As a fellow entrepreneur, he understands the challenges of payroll, taxes, and growth and he’s passionate about helping other business owners find clarity and confidence in their numbers.
With over 25 years of experience in business management and more than a decade running his own firm, Fred combines real-world insight with advanced expertise as a QuickBooks Advanced ProAdvisor and Mainstreet Certified Tax Advisor. His goal is simple: to guide business owners through tax planning, wealth building, and estate strategies so they can focus on growing their businesses and creating lasting legacies.
A Relationship-First Financial Firm
Every business owner faces a winding road. Full of tax rules, financial decisions, and the challenge of building and protecting wealth. The path can feel overwhelming, with turns that risk missed deductions, compliance issues, and lost opportunities for growth.
At Fred Martinez, LLC, we exist to guide you through that road the Mark Kohler Way, combining proactive tax planning, smart wealth strategies, and estate planning that protects your future. Our mission isn’t just about numbers; it’s about helping you move forward with clarity, confidence, and control.
We proudly serve entrepreneurs across industries from restaurants and franchises to real estate investors and healthcare practices. No matter your industry, our goal is the same: to simplify your financial path and help you arrive at the success you envision.
Our Financial Team
Selena
James
Monica
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Elena
Melissa
Josh