MOFFETT & ASSOCIATES, INC.
A Professional Corporation
Business Taxation Experts
SERVICES YOU RELY ON
Support you deserve
At Moffett & Associates, Inc., APC (M&A), our focus is on providing sound advice on all federal and state income tax matters. M&A prides itself on this commitment, delivering tailored services and in-depth knowledge in unique and complex areas of taxation.
Our clientele includes publicly traded commercial banks, investment banks, broker dealers and biotech companies, and complex privately held businesses, such as real estate ventures, internet-based entities, and investment partnerships. Our services include, but are not limited to:
Mergers, Acquisitions & Business Restructuring
Partnership Tax Services
State Income and Franchise Tax Planning
State and Local Taxes
Corporate Tax Provisions
Moffett & Associates, Inc., APC prides itself on providing outstanding tax service to its clients. Our vision is based on the following principals:
We set high standards for ourselves to provide our clients with outstanding tax services. By combining our associate’s diverse talent, experience, dedication, and energy, each client receives close, personal, and professional attention. We make sure every client is served by the expertise of our entire firm.
Our primary goal as a trusted tax advisor is to provide insightful advice that enables our clients to make informed financial decisions. We are always improving our technical expertise and financial knowledge through professional education and our experiences with clients. We deliver unique and tailored services to our clients, who can attest to our high quality of service and commitment to excellence.
Our clients have come to rely on our competent advice delivered accurately and timely. By gaining the respect of our clients through hard work and responsiveness, their referrals have fueled our growth in recent years.
Martin L. Moffett
Marty has over 30 years of experience in public accounting, developing an expertise in corporate mergers and acquisitions, partnership tax matters, tax controversy, tax accounting methods, and ASC 740. He began his career at Peat, Marwick, Mitchell & Co. (KPMG) providing tax services to some of the firm’s largest clients in the Los Angeles office.
He was admitted to the partnership in 1997 and remained in that capacity until his departure in 2003, when he started Moffett & Associates, Inc., APC. Marty is a Certified Public Accountant and licensed Attorney in California.
Marty received a Bachelor of Science in Accounting from the University of Northern Colorado and a Juris Doctorate from DePaul University. Marty is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, the American Bar Association-Tax Section, and the State Bar of California-Tax Section.
Stephanie began her career in public accounting at Moffett & Associates, Inc., APC. During her 15+ years of experience, she has focused on corporate and partnership tax compliance, developing an expertise in federal consolidated corporate, federal partnership, and multi-state income tax returns, as well as research and analysis of federal and state tax matters.
Additionally, she has extensive experience with ASC 740 income tax provision services for public companies, including income tax provision preparation, analysis, and disclosures. Stephanie earned her Bachelor of Arts in Business Economics with a minor in Accounting from the University of California, Los Angeles. She is a Certified Public Accountant in California.