CALIFORNIA CONSUMER

Our firm is committed to providing financial guidance and tax planning to our clients so that they are in the best position to achieve their financial goals. We will provide advice that is in the best interest of our clients... Our firm was founded in the 1990s when Marty Kofman established an accounting firm intending to provide his clients with unparalleled, personalized service. Marty's professional career had allowed him to work all across the world and meet different people with a variety of financial needs. During his experience as a CPA, Marty witnessed numerous unsuitable and inappropriate investment transactions executed on behalf of his tax clients. He recognized this was inappropriate and believed that as his client's most trusted adviser, his firm could operate the right way; by putting the client's best interest first... Our firm offers professional preparation, planning, and consultation of all federal, state, and local tax returns.

Primary location: Needham United States