About Us

Tax Formulations helps businesses & CPA firms assess R&D facts and issues, provide technical design and to implement tools to optimize the credit and provide appropriate client support. As well as, delivering a final product to minimize audit risk for the reporting of Federal and State R&D tax credits.

Tax Formulations also specializes in partnering with CPA firms to help them leverage the full potential of research and development (R&D) tax credits by partnering in a joint venture to assist their client base. Our firm bridges the gap between innovation and financial strategy, ensuring that companies maximize their eligibility for these valuable incentives.

By aligning closely with CPA firms, we provide seamless support, from identifying qualifying activities to preparing comprehensive documentation and compliance reporting. Together, we help unlock substantial tax savings, reinvest in innovation, and stay ahead in competitive markets. At Tax Formulations we simplify the R&D tax credit process so our partners can focus on driving growth and achieving success.

About The Founder

Portrait of Martin

Martin Gamez

Martin Gamez is a seasoned tax consultant with over 25 years of experience, specializing in federal and state tax credits and incentives with a deep focus on the Research & Development (R&D) Tax Credit. His background includes working at both Big Four and Top 10 accounting firms, where he’s gained extensive exposure to a wide range of industries and complex tax issues.

Throughout his career, he’s had the opportunity to work closely with companies in technology, manufacturing, engineering, life sciences, and software development to name a few industries. Martin translates complex tax law into clear, practical strategies that align with how my clients operate. Whether supporting a startup through its first R&D claim or helping a larger enterprise optimize multi-year filings, he brings a hands-on, detail-oriented approach to every engagement.

Beyond the numbers, Martin is passionate about health and fitness, often starting the day with a workout or finding time to stay active through sports. A lifelong sports enthusiast, he enjoys both watching and participating in competitive and recreational activities. Outside of work, Martin is a proud parent of two daughters and values spending quality time with family, cheering from the sidelines, and staying involved in their academic and personal pursuits.

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