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Greg Martinez CPA, Inc.

Greg Martinez CPA, Inc.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

2566 Catamaran Way

Chula Vista, California 91914

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

Greg is great. He was very patient with me and all my questions. He was actually able to answer all my questions when it came to my taxes and he is very organized. I?ve always done my own taxes through online services but due to some major life changes I decided to consult an accountant, just to get my finances sorted as well. If you need an accountant, I highly recommend Greg.

Greg was very helpful in preparing our complicated tax returns from selling 2 rentals in 2024. I truly appreciate his sincerity in filing an accurate tax return in our behalf. Highly recommend his services for tax filing. Laura at the front was also very cordial and helpful in scheduling our visits. Thank you very much Greg and Laura.

Greg failed to upload a document that was in the packet we provided for our 2023 return. Obviously doesn?t double his work.This caused a IRS tax audit that cost me $900 in late fees plus interest? We brought this to Greg?s attention and received no guidance after numerous phone calls and emails on how to resolve, Since we have never been Audited? Greg?s did say you probably owe $$ and would you like to make an appointment for this year?s return? It?s been a nightmare resolving this with the IRS?

Greg was amazing! He helped file my S-Corp tax return along with what was I allowed to deduct. Highly recommended, He was very understanding of my situation.

If you're looking for an informed, well-versed accountant to assist you with your taxes, Greg is your guy. Not only is he very knowledgeable about how best to approach filing taxes, he also has a wealth of advice to help ensure you keep expenses down to a minimum so that you can maximize your return or lower what you need to pay when it comes tax season. It is also very easy to make an appointment with him. His patience and flexibility make it easy to get taxes done with as little pain as possible, because

Greg Martinez has done my taxes and consulted on tax strategies for years and does a great job. He always takes the time to answer questions and give alternatives for consideration. He is definitely "5 STARS".

Greg and his team do an outstanding job of helping you navigate the tax landscape with both advice and coaching support for the long term not just yearly outcomes.

Greg Martinez provided great service in helping me file complex, international tax reporting. He was fast and efficient and I'll continue to use his services going forward. Thanks again!

Greg Martinez is professional, knowledgeable, and personable. He is quick but the service is not rushed. I would definitely recommed him to anyone looking for a CPA.

I began using Greg Martinez a few years back and have been completely satisfied with his service and professionalism. I would and have highly recommended him to all my friends and family.

Greg was responsive and answered all of my tax questions related to my business. Highly recommend and will be coming back for more.

I had a fantastic experience with Greg. He is highly professional and knowledgeable, providing tailored advice that really helped my financial planning and completed my yearly taxes. Communication was excellent; he was always available to answer my questions. I highly recommend Greg for anyone needing CPA services

I?ve had a great experience working with Greg Martinez. He?s incredibly knowledgeable and made the process of handling my business returns straightforward and stress-free. Greg takes the time to explain everything clearly, which I really appreciated. His professionalism and attention to detail gave me confidence that my business finances were in good hands. I highly recommend Greg Martinez to anyone looking for a reliable and skilled CPA.

For over 20 years, Greg has consistently exceeded my expectations on even the most complex accounting matters. Greg and his team are not only knowledgeable but also incredibly thorough and attentive to detail. Their expertise in tax planning and resolution has saved me significant time and stress over the years. Whether it?s personal or business-related, they handle every issue with professionalism and care. I couldn?t imagine trusting anyone else with accounting needs. Highly recommended!?

Greg is an experienced and excellent CPA, who always gave us useful tax info. He was our CPA for more than 5 years. We are happy with his work.

Greg has been doing our taxes for the last 4 years. We enjoy meeting with him each year to go over our taxes. He does a great job looking for ways to help us minimize our taxes for both state and federal.

Greg is a great CPA based on working with him for five years. He has great ideas for the future and holds my strongest recommendation for election to the Otay Water District Board of Directors. It is time for new representation with fresh ideas. Let?s vote out old, stale representatives and vote in new and fresh representation, ideas and policy. Vote for Greg!

Greg has helped me with tax strategies and has filed my taxes for many years and I am very thankful for his diligence and expertise. I highly recommend working with him.

Gregs always great, professional and helps out with timely filings, statements and reports! If you're looking for professionalism and great service, you're looking at the right guy!

Accountant Greg Martinez is the best accountant I ever had. He is friendly, professional, and experienced. With his help doing my taxes is always easy.

This is my third year using Greg, i can attest he knows his stuff, he is very helpful and knowledgeable on the new and old tax laws and requirements. I have called his outside of tax time and he has provided the best service. I have also recommended him to several people, he definitely is a keeper.!!!

Gregg is an excellent cpa, we've been using Gregg for approximately 6 years and we're extremely happy with his services, quick, painless, efficient, professional.. reasonably priced for his services.. My wife and I love Gregg and will continue to use him for all our tax related issues.. Mr. Mrs ALBunge

CPA G Martinez is a true professional, He's been doing my taxes for more than 10 years and never had any issues with the IRS. I will highly recommend his services.

Greg Martinez is very thorough and always does a great job with processing our taxes. Always very informative and helpful. Pleasant to work with and very professional. We won't go anywhere else!

Greg is very good, he?s knowledgeable goes beyond up to your most minimal detail. Definitely you will be pls if you use him to do your taxes.

A friend referred me to Greg and I am so grateful for it!! I appreciate you Greg! Thank you!

Local CPA who is extremely accessible. Has given me sound tax advice that has saved my company thousands of dollars in taxes.

Greg is a truly satisfied CPA for a variety of businesses. He always solves problems well with quick replies and follow-up, and I have received a lot of help over the past 10 years.

Great guy, very experienced. Always answers his phone whenever you call. Been with him for years and no complaints ??

He?s always being a pretty good accountant always helping me and my family on everything. Pretty good service being with him for several years now very happy thanks.

I have been working with Greg as my accountant for over 10 years. He is diligent and an excellent accountant.

Greg Martinez is an incompetent CPA. I have the most frustrating and hopeless experience with him. He does not have a complete understanding of tax law. I had hired Martinez to handle my 2020 tax tax return. He never submitted it and I have incurred huge penalties. He is conventionally never in office when I call for a resolution. Save your money and time and obtain a professional and competent tax preparer.

Greg is by far one of the most knowledgeable and professional CPA I?ve ever worked with. I would highly recommend his services

Easy scheduling. Excellent and fast processing. Very professional. Lucky to find him 2 years ago and will keep on coming back.

I have been doing my taxes with Greg Martinez CPA INC for 4 years Great Service

Greg has been great for our accounting and Tax services.

Great professional accounting company, working with them for more than 10yrs, always willing to help, good price, services, and support, 100% legit and widely recommended.

Greg does my state and federal taxes every year. Fast, friendly service. Reasonably priced.

Solid advice but communication is tough

My taxes were completed quickly and efficiently! Thank you

Great guy to work with and always gets things done.

He does fast service and save me tax.

Always enjoy working with Greg.

Greg is very knowledgeable and professional.

VERY FAST SERVICE. WILL BACK THIS YEAR

Very knowledgeable, great service for my business.

Knowledgeable and super friendly!

very professional and response on time

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.