What Martin & Associates does

Martin & Associates, PL is a privately-held Certified Public Accounting (CPA) firm headquartered at 101 S Palmetto Ave Ste 2 in Daytona Beach, Florida, founded in 1990 and operating with 11–50 employees. The firm delivers personalized financial guidance to local individuals and businesses, with expertise spanning basic tax management through more complex engagements such as audits, financial statements, and financial planning. It serves a horizontal mix of individual tax clients and small-to-medium business clients within the Daytona Beach area and broader Florida market, relying on direct professional engagement, referrals, and its long-standing local reputation rather than any proprietary acquisition channel.

The firm offers 17 distinct service lines grouped across tax management, accounting and bookkeeping, assurance and advisory, audits/reviews/compilations, estate and trust planning, financial and retirement planning, QuickBooks implementation and support, payroll services, employee benefits administration, entity selection and restructuring, IRS representation, cash flow and budgeting analysis, financial projections, mergers and acquisitions advisory, debt and finance advising, and litigation support and forensic accounting. Underlying technology is non-proprietary: the firm provides QuickBooks setup, training, and review services and operates a Secure Socket Layer (SSL) client portal with encrypted file exchange, real-time server mirroring, and incremental/full backups. The site is hosted via Thomson Reuters' Web Builder CS platform for accountants, and the firm publishes financial guides, tax tips, calculators, a monthly newsletter, and maintains presence on LinkedIn, Facebook, and Twitter.

Revenue is generated through fee-for-service professional engagements on a quote-based, non-public pricing model. The go-to-market motion is sales-led, driven by direct outreach, referrals, and the firm's established community presence, with the client portal functioning as a secure delivery and retention layer. There are no external investors, no parent company, no subsidiaries, no patents, no formal awards, and no disclosed partnerships, consistent with a stable, independently-operated local professional services practice.

Name

Martin & Associates

Legal name

Martin & Associates, PL

Website

https://martinassociatespl.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Martin & Associates, PL is a privately-held CPA firm in Daytona Beach, Florida that provides personalized tax management, accounting, audit, and advisory services to local individuals and small-to-medium businesses across 17 service lines.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Payroll management
• Business consulting
• Financial advisory

Headquarters

HQ city

Daytona Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D

Revenue model

1. Professional Accounting and Tax Services: Fee-for-service professional services model providing tax management, accounting, assurance, and advisory services to individuals and businesses. Services include tax preparation, audits, reviews, compilations, bookkeeping, payroll processing, estate planning, financial planning, and business consulting.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Martin & Associates is a Certified Public Accounting firm providing tax preparation, accounting, payroll, and business consulting services to individuals and businesses. The firm supports QuickBooks clients and offers a secure online client portal for transmitting sensitive tax documents. Operations are delivered through a single Daytona Beach, Florida office.

Product overview

Martin & Associates, PL is a professional tax and accounting firm offering a comprehensive suite of professional services rather than a technology product platform. The firm provides 17 distinct service offerings including Tax Management Services, Accounting Services, Assurance and Advisory Services, Audits/Reviews/Compilation, Estate and Trust Planning, Financial and Retirement Planning, QuickBooks Accounting Help, Bookkeeping, Entity Selection, IRS Representation, Payroll Services, Employee Benefits Administration, Cash Flow Analysis, Financial Projections, Mergers & Acquisitions Advisory, Debt and Finance Advising, and Litigation Support. Additionally, they offer a Client Portal for secure client file exchange. These services are professional advisory offerings delivered by accounting experts rather than software products or modules.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Tax preparation and filing services for individual and business clients, leveraging a secure client portal for transmitting sensitive tax documents.
• Accounting Services Ongoing bookkeeping and accounting services for individuals and small businesses, provided as an outsourced finance function.
• Payroll Services Payroll administration services for small business clients.
• Business Consulting Advisory consulting services for small business clients on operational and financial matters.
• QuickBooks Services QuickBooks-focused accounting services including setup, support, and ongoing bookkeeping for small businesses using the QuickBooks platform.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Emerging players

• 1-800Accountant: Tech-enabled virtual accounting and tax service for SMBs and individuals, offering on-demand CPA access at lower price points. Targets the same small-business and individual customer base as Martin & Associates but delivers services remotely with subscription pricing, threatening local incumbents on convenience and price.
• Pilot: Tech-forward bookkeeping, accounting, and tax service specializing in startups and small businesses, combining software with dedicated accounting teams. Competes for the same SMB bookkeeping, tax, and CFO-adjacent advisory clients that Martin & Associates serves, with a stronger technology layer.

Broad incumbents

• RSM US: Leading U.S. middle-market accounting and advisory firm providing audit, tax, and consulting services. Comparable full-service CPA model to Martin & Associates but with national reach, deep industry specialization, and significantly larger deal capacity for the M&A advisory work Martin & Associates also offers.
• Carr, Riggs & Ingram (CRI): Large regional CPA firm with extensive Florida footprint providing tax, audit, advisory, and wealth services to individuals and businesses. Operates in the same Daytona Beach-adjacent Florida market as Martin & Associates with overlapping service lines, posing direct competitive pressure on local SMB and individual engagements.
• H&R Block: National tax preparation retailer with both retail offices and DIY software, serving individuals and small businesses across the U.S. including Florida. Direct competitor for the individual tax preparation and small-business tax/bookkeeping segments that anchor Martin & Associates' client base.
• Cherry Bekaert: Top-25 U.S. accounting and advisory firm offering tax, audit, advisory, and wealth management services to individuals and middle-market businesses across the Southeast. Comparable to Martin & Associates in core service mix (tax, audit, advisory) but operates at significantly greater scale and regional reach.
• Withum: Mid-Atlantic and Florida-based CPA and advisory firm with strong SMB and individual client focus, offering tax, audit, advisory, and technology services. Comparable to Martin & Associates in SMB/individual target market and full-service tax/accounting model, with meaningful Florida presence making it a direct regional competitor for Daytona Beach-area clients.
• BDO USA: Top-5 global accounting network offering tax, audit, advisory, and consulting to middle-market businesses and high-net-worth individuals. Comparable service breadth (tax preparation, audits, advisory, M&A support) to Martin & Associates but at dramatically greater scale and brand recognition.
• Liberty Tax: National tax preparation franchise with physical retail locations serving individuals and small businesses, including Florida markets. Overlaps directly with Martin & Associates' individual and small-business tax preparation services but competes primarily on price and convenience rather than advisory depth.

Direct peers

• Rea & Associates: Mid-sized regional CPA firm serving individuals, small businesses, and middle-market clients with tax, audit, advisory, and wealth management services. Closest comparable in scale and operating model to Martin & Associates — full-service CPA offering anchored by local relationships and personalized service in a defined geographic region.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/martinassociatespl

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Martin & Associates