Martin Johnson, Esq, MBA, JD, EA

Pricing is based on the complexity of your situation. For tax preparation, the base fee includes a federal return (Form 1040 with Standard Deduction) along with one state return. Additional forms or schedules may increase the fee, depending on the complexity of the required calculations. Clients are expected to have their financial information—such as income, expenses, and deductions—organized before submission. If bookkeeping or additional data organization is required to complete the return, a separate fee will apply. For estate planning, fees also vary based on complexity, including factors like the number of documents needed, trust provisions, and tax considerations. To get a better idea of what to expect, ask about our fee schedule or schedule a consultation to discuss your specific needs.

I start by having a conversation with the client about their tax history and any specific concerns they may have. As part of this discussion, I review their most recent tax return. After assessing their situation, I provide an initial fee estimate, with the understanding that the fee may be adjusted if new information or complexities arise. Once the client agrees to proceed, they sign an engagement letter and submit their tax documents, either in person or through a secure, encrypted online portal. I do not process tax returns while clients wait. Most returns are completed within 3 to 5 business days, depending on complexity.

I have been registered to prepare tax returns since 2009. I hold a master's of business administration from Cal State East Bay and a law degree from John F. Kennedy University, College of Law. I am a CA licensed attorney. In addition, I am a licensed Registered Investment Advisor. I receive over 20 hours of tax education each year and additional continuing legal education each year.

In the early 1990s, I began taking classes on income tax, recognizing that understanding tax laws is essential for financial success. I joined an entrepreneur’s club focused on tax education, which deepened my interest in the field. Around the same time, I co-founded an investment club, which ultimately led me to pursue licensing as an investment advisor with Prudential. By the early 2000s, I had started preparing tax returns for others on a small scale, further expanding my expertise in tax and financial planning.

At Johnson Law and Tax, we have worked with a diverse range of clients, each with unique estate planning and tax needs. Our experience includes: Families & Individuals – From young professionals starting to build wealth to retirees looking to protect their assets and provide for their loved ones. Business Owners & Entrepreneurs – Helping structure businesses for tax efficiency, succession planning, and asset protection. High-Income Earners & Investors – Offering advanced tax planning and estate strategies to minimize liabilities and maximize wealth preservation. Executors & Trustees – Assisting with probate, trust administration, and ensuring legal compliance. Real Estate Owners & Landlords – Advising on tax strategies and asset protection for rental properties and real estate investments. No matter your situation, our goal is to provide personalized guidance to protect what matters most. If you're looking for expert estate and tax planning, schedule a consultation with Johnson Law and Tax today.

I work with clients who have not filed taxes for many years. Most of these people come to me through referrals from other professionals. Recently, I had a person who needed taxes filed for six years, including two for the early 2000s. I was able to complete both state and federal taxes for all six filing periods in three days.

When hiring an estate planning and tax professional, you need someone who not only understands the law but also takes a holistic approach to protecting your wealth and financial future. Look for a provider who offers comprehensive guidance—not just document preparation or tax filings, but strategic planning to help you minimize taxes, avoid probate, and ensure your assets are protected for generations. At Johnson Law and Tax, we go beyond the basics. We integrate estate planning, tax strategies, and financial insights to give you a well-rounded plan tailored to your unique situation. Whether you're an individual, a family, or a business owner, we make sure you're covered from every angle. Choosing the right professional can make all the difference. If you're looking for an advisor who understands the big picture and provides personalized solutions, schedule a consultation with Johnson Law and Tax today.

Before meeting with an estate planning or tax professional, it’s important to think through key questions to ensure you get the most out of your consultation. Consider the following: What are your goals? Are you looking to protect your assets, minimize taxes, avoid probate, or ensure a smooth inheritance for your loved ones? Who should be in charge? Have you thought about who you trust to handle your affairs if you become incapacitated or after you pass away? How complex are your finances? Do you own a business, rental properties, or have multiple income sources that require careful tax and estate planning? What concerns keep you up at night? Are you worried about family disputes, long-term care costs, or potential legal challenges to your estate? At Johnson Law and Tax, we help you navigate these critical decisions with expert guidance tailored to your unique situation. Whether you're just starting or need to update an existing plan, schedule a consultation today to ensure your estate and tax planning work together for your financial future.