1. Tax Offices
  2. California
  3. San Diego

Tax pro near me: Martha Ortiz

  • Available Virtually
  • 6 years experience
  • Tax Analyst

With 6 years of experience as an H&R Block tax pro, Martha enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Martha stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Martha specializes in tax planning, retirement, clergy and more.

Get started with Martha See all offices Martha works in

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How filing with your tax pro works

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1

Choose how you want to work with your pro

Pick from our in-person and virtual options.

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2

Share your docs

Take a pic of your tax docs and send to your pro online or through the MyBlock app.

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3

Meet with your tax pro

Work with your tax pro in a tax office or connect via chat, phone, or video.

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4

Let your tax pro do the rest

Just review and approve your return when it's ready.

Tax offices Martha works in

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Martha can help with:

  • Tax Planning

    Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.

  • Retirement

    Retirement income, pensions, and annuities can change the way you file your taxes.

  • Clergy

    Clergy have dual tax status as both employees and self-employed individuals. Since a church does not withhold taxes, clergy are responsible for paying taxes as self-employed people.

  • Rental Income

    Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.

  • Estates and Trusts

    The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.

  • Charitable giving

    Donations made to qualified charities can be deducted to reduce taxable income.

  • ITIN

    An individual tax identification number (ITIN) helps people file taxes without a Social Security number.

  • Investments

    Investment income can include buying low/selling high, stocks and bonds, and capital losses.

  • Spanish

    File taxes in Spanish. Use a bilingual tax prep checklist to get your docs in order.