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Martha Marshall

Martha Marshall

Tax Manager, Wolf Tax LLC

Prior to joining the team as tax manager of Wolf Tax LLC in 2019, Martha spent 13 years in corporate retail finance, performing various financial tasks, including bookkeeping, accounting, payroll and payroll tax, sales tax, and tax filings. Her love of crunching numbers, attention to detail, and entrepreneurial spirit were motivators to leave the world of corporate finance to become her own boss. Martha has worked for herself happily and successfully for the last 10 years and is grateful for the opportunity to work with clients of Wolf Retirement Navigation and its sister company, Wolf Tax. Martha continues to work with a wide range of clients across the entire United States, from the East Coast to the West Coast, handling all financial-based components of businesses, from basic bookkeeping to preparing tax returns.

Martha is an active participant when it comes to community volunteer work, and she adds the following positions to her impressive resume: St. Johns River Ferry ambassador; member of the City of Atlantic Beach Cultural Arts and Recreation Committee; and board position for PossAbilities-Plus, a nonprofit organization that provides job training, social experience, and personal growth opportunities for individuals with special needs. During the tax offseason, you can find Martha working part time for Visit Jax in the Beaches Visitor Center because she thoroughly enjoys helping people find fun and meaningful ways to discover the many hidden gems of the city she truly loves, Jacksonville, Florida!

Martha holds a bachelor’s degree in photography and enjoyed working for 15 years as a producer in the Atlanta, Georgia, area. She still has an affinity for photography and volunteers her professional services to many different events and venues in the Jacksonville Beaches area. In addition, Martha embraces spending quality time with her husband, daughter, and son-in-law. Special times include traveling to college football games, yelling “GO, DAWGS!”

If you currently have a portfolio manager or advisor, do you know the amount, percentage-wise, of fees you are being charged? If not, please allow us to do a portfolio X-ray for you, free of charge. We will itemize our findings in writing and provide:

  1. An overview of the facts, concerns, and planning objectives.
  2. A fee analysis.
  3. Your risk tolerance analysis (best/worst-case scenarios).
  4. Income-generating possibilities/opportunities.
  5. The potential success rate of outliving your money.
  6. Other valuable information you can use to make proactive decisions regarding your retirement portfolio.

Simply call 904-232-8760 or complete the form below to request your complimentary portfolio X-ray.