About

If you have ever sat across from an accountant who made you feel like you should already know the answers, who used terms you did not understand and never stopped to check if you were following along, you know exactly why Brackett exists.

 

 

My name is Daniel Martinez. I built Brackett because of my wife and because of a pattern I could not stop seeing.

 

When she finished residency and started her first attending role in emergency medicine, no one had prepared her for what came next. The complexity hit immediately. 1099 income, estimated payments, decisions about structure and strategy she was suddenly expected to make with no guidance and no room to figure it out. She is exceptional at what she does. But this was a completely different world and she was navigating it alone.

 

I watched the same thing happen to every colleague around her. Physicians stepping into demanding roles with new incomes and new financial realities, left entirely on their own to figure out things nobody ever taught them. Even today she works alongside first year attendings who feel lost, stressed, and quietly embarrassed to ask questions they feel like they should already know the answers to.

 

Watching this happen again and again made one thing very clear. Capable, intelligent people should not have to navigate this alone.

 

I am not the accountant who went straight to college to an accounting degree, walked into a firm, and never looked back. My path was different and I believe that difference is exactly what makes Brackett different.

 

Before tax work I spent years in roles that had nothing to do with accounting but everything to do with helping people get to something they deserved but could not reach on their own. Financial aid, real estate, video production for small businesses and large corporations, and a photo booth company I built on the belief that people should not miss their own moments. Every one of those jobs taught me the same thing. When someone feels confused, overlooked, or talked past, they stop asking questions. And when they stop asking questions, they start missing things.

 

That instinct to make things clear and human followed me into tax work. And it shaped everything about how Brackett operates.

 

I trained at Andersen, one of the top tax firms in the country, working in private client services on complex returns for high net worth individuals. 1040s, S-corps, partnerships, C-corps. Real complexity, handled at a high level. That experience is the foundation Brackett is built on.

 

It also showed me something I could not unsee. The clients who needed that level of expertise most were not always the ultra wealthy. They were the physician finishing residency. The physical therapist opening a first practice. The chiropractor whose business quietly became complicated. Those were the people I wanted to serve.

 

I am a federally licensed Enrolled Agent, the highest credential the IRS awards to tax professionals, with unlimited rights to represent clients before the IRS.

 

I hold an MBA from Pepperdine University. But more than any credential, I understand your world from the inside. I am married to a physician. I have watched firsthand what it looks like when a high income professional has no one in their corner. That is not something you learn in a classroom.

 

At Brackett I believe taxes should never feel rushed, confusing, or reactive. They should feel structured, proactive, and completely aligned with where you are going. That means being present throughout the year, not just showing up in February. It means speaking plainly, explaining clearly, and making sure you always know exactly where you stand.

 

You will never leave a conversation with me feeling lost or talked past. You will never be handed off to someone junior or made to feel like a number. When you work with Brackett you work with me directly, every time.

 

When you are ready to work with someone who is genuinely different, I am here.