Broker Check

175 Highland Avenue
Suite 301
Needham, MA 02494

Martin S. Kofman, CPA

(781) 726-7575

 

Martin S. Kofman, CPA

(781) 726-7575
marty@martykcpa.com

Since its inception, our accounting firm has served this community with a combination of professional expertise and personalized service. With a dedicated team of accounting professionals on staff and an exceptionally low rate of turnover, our aim has been to provide the widest range of tax, accounting, payroll, wealth and *investment management, and business services you are likely to need.  Martin S Kofman, CPA is a full service accounting and consulting firm as well as a wealth management and financial services firm.  We cater to a wide variety of clients ranging from individuals to small-sized corporations. We specialize in retirement planning, business consulting, estates and trusts. In addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation, auditing, and bookkeeping.

Martin S Kofman, CPA stands out from the competition, not only in our professional expertise, but our friendliness and caring attitude towards our clients. We work with clients one-on-one to create a warm atmosphere that puts them at ease even during their highest times of stress.  We pledge to create an environment that will cause each of our clients to view us as a trusted business advisor.

The firm of Martin S Kofman, CPA was established to provide efficient, expert solutions to businesses and individuals. While our primary services include accounting, taxation, financial services, and business consulting, we also offer a host of specialty services to cater to the unique needs of our clients. We are an equal opportunity employer and are members in good standing of multiple professional organizations.

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Our Investment Philosophy

Each of our client's risk level is carefully considered and is measured by beta and standard deviation.

The firm's philosophy is modern portfolio theory.  This philosophy is that you cannot time the market, buy quality investments, rebalance, and be diversified.  MPT models an asset's return as a normally distributed function, defines risk, and models a portfolio as a weighted combination of assets, so that the return of a portfolio is the weighted combination of assets' returns.  By combining different assets whose returns are not perfectly positively correlated, MPT seeks to reduce the total variance of the portfolio's return as well as the risk.



*These services are offered by (Martin S. Kofman) through his affiliation with HD Vest.