To meet the needs of our clients, Martinez & Morales was established in September 1993 as CPA firm to provide accounting, legal, information technology and business advisory services to corporations, small businesses, and individuals. Recognizing that each client has unique goals, we tailor our services to meet your specific needs. To better meet the needs of our clients, we have individualized services for clients in industries like professional services, construction, retail, health, and other services. These individualized services have enabled us to address their industry specific challenges, compliance needs and standard tax practices.
Edgar Martinez, CPA, CISA, MIS
Edgar was graduated from University of Puerto Rico, Río Piedras Campus, with a BBA in Accounting in 1990. He began his public accounting career in 1990 with Edwin Vargas, CPAs. He got certify as a CPA in 1992. Edgar began his own firm in 1993 and now has 24 years of experience preparing tax returns for corporations, partnerships, small businesses, and individuals. He provides general business consultation, budgeting, and business planning services, as well as, tax planning, and financial statement preparation.
Certified as a CISA in September 1999, he is providing IT Audits and IT Consulting through Martinez & Morales. He also completed in 2007 a master’s degree in Management Information System from Sacred Heart University in San Juan, Puerto Rico. Edgar was professor of IT Auditing for Sacred Heart University from 2005 to 2007.
Certified as Advance QuickBooks ProAdvisor, his specialties are implementing accounting systems, point of sales, and train accounting staff. He has gained the kind of experience that can only come from having dealt with the many issues with which today’s small business owners are confronted.
Certified Analyzing and Visualizing Data with Power BI, mastering the concepts like Power BI Desktop, Power BI DAX, Power BI Q&A, Power BI Content packs, Power BI Visuals, and Power BI Integrations.
Erika E. Morales, Attorney at Law, CPA
Erika was graduated Summa Cum Laude from the Catholic University of Puerto Rico, Ponce Campus, with a BBA in Accounting in 1989. She began her public accounting career with Deloitte & Touche in San Juan, Puerto Rico. She got certify as a CPA in 1992. From 1990-1994, she was Senior Auditor at José L. Mendoza & Co, LLC. In 1994, Erika started as a Partner at Martinez & Morales, and now has 28 years of experience in financial auditing, preparing tax returns, tax planning, and financial statements for corporations, partnerships, small businesses, and individuals.
She was graduated Magna Cum Laude from the University of Puerto Rico. Erika became Attorney at Law in 2000, ranked at fourth highest score position in the Puerto Rico Bar Examination. In 2013 she swore as attorney at law in the State of Georgia. As an Attorney, she is providing Legal services through the Law Office of Erika E. Morales, LLC. Her specialties are estates, wills, and business law consulting. Erika is authorized to practice law in the State of Georgia and Puerto Rico.
Her professional philosophy has been to provide compassionate financial care giving using her talents, skills, expertise, and experience in combination with her personal attention to the unique situations presented by each of her clients.