Assistant Director Tax Planning
Edwina Martin, CPA, joined 9258 Tax Preparation and Planning in January 2019 as Vice President, Assistant Director-Tax Planning. Edwina attended Cedarville University, majoring in Business and Accounting. She has extensive tax and accounting experience in both personal and corporate taxation which spans over 30 years.
Edwina recently, worked over 11 years with Teradata Corporation, located in Dayton, OH. Edwina managed their state and local income taxes as well as personal property taxes, encompassing 40 states and many jurisdictions. Her experience also included tax audits, tax planning and tax research.
Edwina’s personal tax knowledge includes complex to simple individual tax returns. She has worked with owners of small and medium sized businesses, providing compilation of financial statements, net worth statements and other professional tax and accounting services relevant to the individual owner’s needs.
Edwina earned her Certified Public Accountant credential in 1992. The Ohio Society of CPA’s requires 120 hours of continuing professional education each 3 years in order to maintain her licensing. This recurring reporting standard ensures she stays up-to-date with tax and accounting issues.
In 2021, Edwina became a National Social Security Advisor Certificate Holder. The NSSA certificate promotes advanced Social Security education providing the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.
Edwina is a native of West Virginia and has lived as a Buckeye for almost 30 years. She enjoys travel, baking, hiking, boating and other outdoor activities outside of work. She also enjoys volunteering with Special Olympics and has organized volunteers to serve for the past 8 years.
Edwina will report directly to Larry Langefels. Larry serves as the CFO of 9258 Tax Preparation and Planning, a recently formed LLC subsidiary of 9258 Wealth Management.