M&A State Tax Specialist, LLC
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Overview
2 - 9
Employees
1991
Year Founded
ABOUT M&A STATE TAX SPECIALIST, LLC
Sales and Use Tax Services
At M&A, we help decrease exposure to State Sales and Use Tax and Margin Tax, as well as recover overpaid taxes, resulting in annual savings of over $5 million. Our State Tax Consultants deliver strategic solutions to uncover sales and use tax refunds, assist with audit defenses, and lower future tax obligations for Fortune 100 companies and mid-market businesses. With our extensive expertise in audit defenses, reverse audits, overpayment assessments, and managed audits, we can significantly improve the outcomes of sales and use tax reviews.
Languages Spoken
English
HIGHLIGHTS
2 - 9
Employees
1991
Year Founded
Services
Focus
Industries
Clients
Services Provided
59% Tax Consulting
25% Audit Services
16% Business Consulting Services
About the Team
OUR STORY
Founded in 1991 by Dan Martinez, a former Texas Comptroller auditor, Dan Martinez & Associates, LLC is a specialized tax firm based in Texas with over three decades of expertise in helping businesses maximize refunds and manage tax challenges. Starting in Corpus Christi and relocating to Sugar Land in 1997, the firm earned notable clients such as Exxon Mobil and Shell Oil by expertly analyzing sales and use tax payments. Their services include audit defense, refund reviews, managed audits, and use studies, primarily focusing on manufacturers, refineries, and chemical companies, though they serve a broad range of industries. With clients from small proprietors to Fortune 500 companies, the firm is known for navigating complex tax laws and regulations, effectively reducing