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MEET THE TEAM

 

calvinmartin
Calvin Martin began his career in public accounting in 1984 with the formation of Calvin Martin & Company, PLLC after having worked in industry with a variety of companies including manufacturing, retail, and construction. Calvin started his accounting career with a Fortune 500 company as a cost analyst and quickly moved through the ranks to corporate controller.

Along with his extensive financial experience, Calvin has worked directly in insurance, sales, management, advertising, and human relations. As a result of his broad experience, he has been able to provide clients with comprehensive and sound business advice throughout the years. Calvin continuously develops relationships and alliances with other professionals, which he utilizes to provide a complete range of business and personal solutions to his clients.

Calvin has sharpened his advising, consulting and coaching skills by vigorously expanding his education and additional accreditations. He is a Certified Public Accountant licensed in both Louisiana and Texas, a Certified Insurance Counselor, and a Certified Risk Manager.

Member of AICPA, Texas State Society of CPAs, Houston Chapter of CPAs, National Alliance for Insurance, Houston Golf Association

martinduartecpa
Amy Duarte has dedicated a significant portion of her career to the development of financial and accounting programs designed specifically for the small business owner in a variety of industries. She is a consummate teacher with an ability to convey difficult concepts in an easy to understand way so her clients can have a sense of understanding and accomplishment.

Amy is responsible for the firm’s corporate and partnership tax, planning, and compliance practice. As the need for expertise in 401k Audits increased, Amy utilized her extensive experience to standardize the firm’s audit systems. These standards as well as the Employee Benefit Plan certification, have led to greater effectiveness and efficiency that best serve our client’s needs.

Beyond her duties as Senior Partner, Amy serves as the firm’s Administrator and spearheaded the opening of our Wisconsin office. She is a Certified Public Accountant licensed in both Texas and Wisconsin, holds a Master of Science degree in Accounting, as well as the AICPA Advanced Defined Contribution Plan Audit Certificate.

Member of AICPA, AICPA Tax Section, Partner in charge - AICPA Employee Benefit Plan Audit Quality Center, Texas State Society of CPAs, Houston Chapter of CPAs, Wisconsin Institute of Certified Public Accountants

gregjimenezcpa
Greg Jimenez celebrated thirty years with the firm in 2017, and leads the firm in individual, trust, estate and foreign taxpayer return preparation. Greg has been in charge of the firm’s audit practice for many years, and has recently earned the AICPA’s “Advanced Defined Contribution Plan Audit” certification.

Greg is responsible for the firm’s client representation with the Internal Revenue Service, extensive research as to various tax positions, and keeps other firm personnel informed on the latest developments in tax law and significant accounting and audit pronouncements.

Greg is also responsible for the firm’s Peer Review and with his guidance and effort, the firm has successfully passed all peer review examinations from the inception of the program in 1992 to the present day.

Member of AICPA, Texas State Society of CPAs, Houston Chapter of CPAs

melissajeffersoncpa
After earning her Bachelor of Science degree at Texas A&M University, Melissa continued her education with a Masters of Science in Business Administration and a Master’s of Science in Marketing from the University of Colorado - Denver. Gifted with an intense desire for learning, Melissa has quickly acquired significant experience and knowledge in complex financial and audit areas including insurance, contractors, employee benefit plans, and manufacturing.

Melissa is responsible for the firm’s sales tax audit representation, retirement plan design, plan administration and compliance. Her audit and compliance experience with retirement plans enabled her to earn the coveted AICPA “Advanced Defined Contribution Plan Audit” certificate.

Member of AICPA, Texas State Society of CPAs, Houston Chapter of CPAs, and Association of Former Students – Texas A & M University


 

 


401k audit
401K AUDIT

In the ever changing and evolving laws that govern Employee Benefit Plans, we see it as our purpose to stay ahead of these changes, informed as to the impact it may have on your business, and be proactive in offering solutions


401k audit
TAX & ACCOUNTING

Like a home needs a solid foundation, successful businesses and individuals must have an accurate and efficient accounting system. We can provide planning, preparation, and compliance solutions for all of your needs


401k audit
BUSINESS ADVISORY

Who best to assist and advise you in developing strategic plans and finding solutions to solve those issues you face, than those that already know you from an accounting and tax perspective?


401k audit
AUDIT/ASSURANCE

We strive to make this process as easy and painless as possible. We have developed comprehensive procedures to be more efficient and less invasive to allow you to do what you do best, run your business.