About Us

Our Mission

Dan Martinez & Associates is a specialty tax firm with over 27 years of experience finding refunds and providing tax solutions to help businesses keep more of the money they earn and allow them to grow their business.

Our Story

When Dan Martinez founded the firm in Corpus Christi, Texas in 1991, after a career as an auditor for the Texas Comptroller of Public Accounts, it became the first of its kind in that city. The firm gained a major boost when Dan moved the firm to Sugar Land in 1997 and was retained by Exxon Mobil Co. (NYSE:XOM) to evaluate sales and use tax payments for their Beaumont refinery. The contract was followed by a similar agreement with Houston based Shell Oil company and Dan Martinez and Associates has successfully retained both clients for nearly 20 years.

Clients hire Dan Martinez & Associates to perform audit defense projects, overpayments and refund reviews, managed audits and predominate use studies that could affect the results of tax examinations.  The firm’s primary focus is on sales and use tax analysis for manufactures, refineries and chemical companies however they have served all types of industries. Clients range from sole proprietorships to Fortune 500 companies who need the firm’s expertise on tax laws, rules, regulations and industry specific compliance.

As shared in the published article on Dan Martinez by the Houston Business Journal “Taking on the taxman”, the firm understands the entire process, how to defend and validate a company’s rights and successfully reduces large and small audit deficiencies while reversing many to refunds which adds revenue to a company.

Meet Our Leadership Team

Dan Martinez & Associates, LLC Shareholders

DAN MARTINEZ

President
Dan is Managing Partner and CEO of Dan Martinez & Associates, L.L.C. (“M&A”) with over 35 years of state tax experience.

EDWARD GOJARA

Chief Operating Officer
Ed, a Certified Public Accountant, is Chief Operating Officer and shareholder at Dan Martinez & Associates, LLC (“M&A”).

EMILY (YU-TON) CHEN, CPA

Vice President, Consulting Services
Emily (Yu-ton) Chen is a Shareholder, CPA and Vice President, Consulting Services at Dan Martinez & Associates, LLC (M&A) with over 10 years of sales and use tax experience.

ROBERT A. LOZANO

Vice President, Business Development
Bob is a Shareholder and VP of Business Development at Dan Martinez & Assoc. LLC (M&A) with over 35 years of experience leading sales & service teams with Fortune 100 firms and small business enterprises.

GUIDO SALAS, MBA

Director Of Marketing & Engagement Services
Guido is a Shareholder and Director of Marketing & Engagement Services at Dan Martinez & Associates, LLC (M&A).

JACEY JETTON

Vice President, Tax Policy & Government Relations

Tax Experts, ready to help.