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Lucia Martin

Lucia Martin

CPACFP

Estate, trust & gift tax — 1041/706

Seattle, WA·Remote OK· English· Replies within a day
Verified CPA Licensed · WA E&O insured
4.7
Rating
198
Reviews
19 yrs
Experience
$235
Per hour

About

Trust returns, estate tax, gifting strategy, and business succession — I move wealth to the next generation with the least tax.

Experience

Founder CPA

Martin Tax & Advisory

2015–Present

Tax Manager

EY

2007–2015

Education

University of Georgia

B.B.A. Accounting

Licenses & certifications

CPA (WA)
Accredited Estate Planner (AEP)
$235/hr

First 30-min consult is free.

Request an introBook a consult

Specialties

Estate & Trust1040
Replies within a day
English
Works with High-net-worth, Family offices
Verify license on the state board