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Talia Martin

Talia Martin

CPA

Estate, trust & gift tax — 1041/706

Portland, OR·Local only· English· Replies within 2 days
Verified CPA Licensed · OR E&O insured
4.9
Rating
197
Reviews
9 yrs
Experience
$207
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 Group

2021–Present

Tax Manager

CliftonLarsonAllen

2013–2021

Education

Boston College

B.S. Accounting

Licenses & certifications

CPA (OR)
Certified Financial Planner (CFP)
$207/hr

First 30-min consult is free.

Request an introBook a consult

Specialties

Estate & Trust1040
Replies within 2 days
English
Works with Family offices, High-net-worth
Verify license on the state board