Martin Lowe, MBA, EA

Unprofessional and rude reply received for my enquiry for reviewing my tax plan. I tried to assume that it was my mistake and not intentional. I sent few more texts to explain why I need his help and expertise. But he ignored my request too. There was no need to be rude and unhelpful when all I asked is for a meeting to discuss my future tax plan. Martin, having such arrogance will not be a trait your clients will appreciate. Having empathy is more important than minting money.

I used Martin to help complete a very complex tax return this year. He was fantastic to work with and I am confident that this years return is spot on. After the initial conversation with Martin we filled out a questionnaire and then uploaded the relevant documentation he would need. After the upload, even though it was close to the filing date Martin returned our completed form quickly. We worked through a few areas and I was glad to get our tax posted ahead of schedule. As long as he has capacity I will be filing with Martin again next year.

Emailed Martin to see if he could help us out with tax work and I received very offputting, matter-of-fact, and unhelpful responses saying he is not interested and has too much regular tax work. Ok, yeah I get it, you're busy, no problem, we'll go somewhere else. If you own a business, how you deal with inbound prospects should be something you care about even if you're busy but that doesn't matter.

Martin was great during the entire process and the online system worked out fantastic during this unpredictable time with covid-19, no contact was exactly what our family needed. Very quick and easy to work with. Will use his excellent service again next year! Thank you Martin!

Martin is a great CPA. He's handled my 2018 and 2019 taxes, zero regrets. Super quick to respond, no fuss. Took a stressful situation and made it painless. To echo what others have said, not cheap, but when you're looking for something to be done right, Martin is the right guy.

I had a great experience with Martin. I pulled him off of Yelp and he was solid, quick, and knowledgeable. We never met in person because of the coronavirus, but I felt well taken care of. Good to have a CPA I can trust again. Not cheap, but very fair. I'll be back.

Martin Lowe CPA Martin is a high-end CPA, so more expensive than the average tax guy. If you have a more complex tax return, I highly recommend Martin. You will find him to be very personable and attentive to your situation. If you need a true professional CPA that really knows the business! Martin is the one to call to help you out!

I've used Martin since 2000 and for a wide range of tax services from personal investments, home ownership, best approaches to salary and bonuses and even when I owned my own business to eventually selling it. In general, taxes and the IRS freak me out but Martin has a calm collective approach, he's highly knowledgeable and explains things to me in a way I can fully understand them.

He gives options and suggestions to different approaches. This allows me to take responsibility and feel very confident my returns. I can't recommend him highly enough for your personal or business CPA needs.

Very kind and helpful. I called to get an advice on a complex tax matter, unlike other places where they ask you to commit or pay a consultation fee, Martin took all the time needed to provide me with all the information I need. I am satisfied with the advice I got, and I completely recommend him.

Martin is an outstanding guy. I discovered him through Yelp and sent him an e-mail. After sending over my documents through his secure portal, he was able to review them and then advise me on what I should do. I would definitely recommend him for any and all your tax questions.

Martin demonstrated a wonderful combination of knowledge, professionalism, skill and effectiveness. He answered the complicated tax questions I had on an uncommon scenario, giving me great advice without hesitation.

I called Martin for an urgent tax question on a rental property we own. He was very friendly, professional and gave good advice.

Martin promptly answered his phone on tax day April 15th! He was able to draft up an audit response letter and supporting documentation with in 1 day via email. He saved me a ton of time and stress. Thank you Martin.

I am very pick of who I work with. And, Martin- I wouldn't hesitate a bit to work with. Martin is a wonderful professional. I left a message for him on yelp and he called me next day. He was knowledgable and just helping. I like his work style. I'd give him a call.

I have used Martin Lowe on several occasions and found him to be extremely professional, accurate and friendly. His rates are very reasonable for the experience you are getting with Martin. I would recommend him to anyone.

I was unhappy with my old tax firm. Last year, I switched to Linda Rost Better Bookkeepers to handle business bookkeeping and she recommended Martin for our tax work. There is excellent coordination between Linda's team and Martin. Martin helped identify a discrepancy in the 2011 return which resulted in an amended 2011 return netting us around $2,000.

This discrepancy was completely missed by the other firm that handled the taxes. Martin takes care of our individual taxes as well as our business. He works with us throughout the year projecting business taxes to help avoid "surprises" at tax time I have been very pleased with the service that Martin has provided. He is responsive to all my questions. I would certainly recommend Martin to others. Kathy H. Santa Clara

I found Mr Lowe right here on Yelp. I was looking for a CPA to file my late taxes for last year for my business. I did not want to deal with the paperwork especially when I was late filling by 4 months. I called Mr. Lowe to schedule an appointment and saw him a few days later. Mr Lowe was professional and a pleasure to deal with. I will be recommending and using his services in the future.

I was in a bind last minute and Martin quickly returned my call and got me in right away due to the urgency of my situation. His customer service was outstanding and I would highly recommend his services. Thank you again Martin!

I am going to start this review by stating that Martin is the best! I first found Martin after performing a random Google search two years ago. I had been doing my own taxes for years and paid the price! I had several years that needed to be reviewed and a year that needed to be filed. Martin handled it all and made the entire process extremely easy by offering his online portal service, which allowed me to upload everything to him (securely of course!), which was important to me as with my work and school schedule I did not have time for an in office appointment.

To this day, Martin and I have never had an in office appointment, and there hasn't been an issue with any of my filings prepared by him. Two years later and a move to New York (and recent transfer to Washington D.C.) Martin is still my tax preparer! Martin truly is the best and I would recommend him to anyone who asks! PS- Thanks Martin for sticking it out with the NY Filing this year! For anyone who never lived in NYC, it's a crazy city and filing NY state taxes isn't any better.

I have been working with Martin to complete my taxes for approximately the last 5 years. He is very knowledgeable and professional. Working with Martin gives me the sense of peace knowing that my taxes are correct. He is very knowledgable when it comes to handling the tax challenges that are unique to many Silicon Valley professionals. I really appreciate his candor and advice in all things financial. I highly recommend him.

We just started using Martin's tax preparation services this year and we are extremely pleased. In the past, other preparers who came highly recommended have struggled with our multi-faceted tax return that includes -Stock options of various types -Small businesses taxes (an LLC) -Rental properties but Martin handled it all with ease and was diligent in tracking down extra info/following up with suggestions and questions as needed.

His secure online document upload system provided a convenient way for us to give and get information - we actually did not meet with him face to face at all. He was professional and pleasant to deal with at all times and got our taxes done early enough for us to review and file well before the deadline (no extension for us!). I recommend him without reservation.

I started using Martin Lowe's services for tax preparation many years ago, and have since referred immediate family as well as used his business services for my own business needs. Martin is extremely knowledgeable, always willing to provide insight and advice that has consistently saved us well over the costs of his services. I would not hesitate to recommend Martin for personal or business needs. (BTW: I'm just starting out on Yelp, for the purposes of centralizing my own referrals for family and friends, and Martin is amongst the first few reviews I'm writing, which in itself is a testimony to the value I believe he provides and my desire to make people aware of his services. )