About Us –
Fred Martinez, LLC

About Us

Guiding Business Owners Through the Winding Road of Tax, Wealth, and Estate Planning

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 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:

Keep more of what you earn through proactive tax strategies
Build and protect wealth with the right financial structures in place
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.

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A Relationship-First Financial Firm

We know running a business means navigating a winding road of taxes, payroll, and financial decisions — and no owner should have to face that road alone. That’s why we focus on relationships first. We take the time to understand your goals, explain your numbers in plain English, and give you strategies you can trust. Our process is built around organization, structure, and education. From our secure TaxDome client portal to proactive planning updates, everything is designed to make your journey stress-free, secure, and simple.

When you work with us, you’re not just a client — you’re part of a close-knit, family-oriented team that treats your business as if it were our own.

Our Team

Your Trusted Financial Team

We’re here to simplify your journey — listening, guiding, and delivering results so you can focus on growing your business.

Selena

Monica

James

Elena

Melissa

Josh

Why Choose Us

Tired of Confusing Numbers?

We make your finances clear and easy to understand, so you can make decisions with confidence.

Worried About Missing Deductions or Overpaying Taxes?

Our certified expertise ensures you keep more of what you earn.

Concerned About
Security?

Your information is protected with secure systems and client portals, so you can focus on business without worry.

Frustrated With

Reactive Advice?

We look ahead with proactive strategies that help you avoid surprises and plan for growth.

Feel Like You’re Getting Cookie-Cutter Solutions?

We design financial strategies tailored to your business, your goals, and your family’s future.

Stressed About
Deadlines?

From payroll to tax filings, we deliver on time — so you never have to scramble again.