Meet the Partners

Learn a bit more about the expertise, background and qualifications of our two founding partners.

Jon Elizondo

A third generation accountant with 12 years experience, Jon Elizondo is an Enrolled Agent, federally licensed to provide tax representation for his clients before State and Federal authorities. Jon also holds a Series Six Securities License, and is a qualified financial planner, licensed to provide his clients with insurance and annuities.

Gilbert Martinez

Gilbert Martinez graduated from UCLA in 1974. He’s been a licensed Commercial Real Estate Broker since 1976 and has over 22 years experience in professional tax preparation. An Enrolled Agent since 1987, Gilbert has been representing his clients before the IRS since 1997.