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Financial Stability Starts Here

Holistic financial strategies tailored to your goals.


It's Time to Think Differently about Your Money
We stay focused on market trends, so you don't have to.

Where You Are
We create financial strategies tailored to your goals.

Where You Want To Be
Years of experience have prepared us to guide you through life's transitions.

How You Get There
We believe values matter, and we live by ours every day.

Financial Services, Tax and Accounting
Our team at Martin Kofman, CPA is uniquely qualified to assist you, your family, and your business with tax preparation and planning, wealth and investment management, saving for education, retirement planning, as well as providing other financial guidance.

Investment services are offered by (Martin S. Kofman) through his affiliation with Avantax.