Firm overview
Martin S. Kofman, CPA is listed in a CPA society directory in Newton, MA. The member-provided record lists Financial Services, Individual Tax, Starting a Business, Mutual Funds, Pensions and Other Deferred Plans. Confirm current availability, professional credentials, and engagement scope directly.
Documented service areas
- Financial Services
- Individual Tax
- Starting a Business
- Mutual Funds
- Pensions and Other Deferred Plans
- Business and Strategic Planning
- Sub Chapter S Corporations
- International Tax
- Consulting
- Small Business Plan/Issues
- Tax Planning
- Personal Financial Planning
- Corporate Tax
- Retirement Planning
- Management Advisory Services
- Financial & Estate Planning
- Closely Held Business
- Investment Advisory Services
Service categories reflect the cited source. Confirm current availability and your engagement scope with the firm.
What the listing establishes
- Firm name
- Martin S. Kofman, CPA
- Listed location
- Newton, MA
- Source type
- Professional or industry directory
- Tax advisory evidence
- Not independently confirmed in this listing
- Research date
- October 9, 2026
- Pricing
- Request a current written quote
Before you request a proposal
Describe your entities, owners, states, current tax preparer, and the decisions you need help with. Annual revenue alone does not identify your planning needs. Tell the firm which deadlines and transactions are coming up.
- Who will lead the work, and what credentials do they hold?
- Are preparation, planning, and implementation separately priced?
- Will recommendations and assumptions be delivered in writing?
- Who owns the next steps, and when will each be completed?
- What happens if your current preparer remains on the engagement?
Build a decision-ready brief for Martin S. Kofman, CPA
Start your inquiry with the work you need, rather than a request for a generic tax-savings estimate. For this listing, the documented location is Newton, MA. Ask whether the firm can serve each jurisdiction relevant to your business; a listed office does not establish nationwide coverage.
The following research questions are matched to service words in the cited listing. They are questions to investigate, not independently verified capabilities or recommendations about your tax position.
International or cross-border matters
International work requires a clear boundary between domestic advice, foreign-country advice, and information reporting. A broad tax-service description does not show that every jurisdiction is covered. Identify the countries, entities, and reporting questions before requesting a fee.
- Which countries and entity types have you handled in comparable engagements?
- Will a separate in-country advisor be required and who coordinates that relationship?
- Which filings and information-gathering tasks are explicitly included?
Ownership transitions and succession
A transition project involves decisions that may belong to different professionals: the tax advisor, transaction attorney, valuation professional, and financial planner. Clarify who models the alternatives and who implements the chosen documents. Do not assume a firm’s general planning category includes legal drafting or valuation.
- At what stage should the tax professional join the transaction or succession discussion?
- Who owns the written timeline and coordinates with counsel?
- Does the scope include reviewing assumptions when deal terms change?
Business-owner advisory
The relevant comparison is the complete business-and-owner scope: entities, owners, jurisdictions, decision calendar, and implementation responsibility. Ask candidates to show how their proposal connects those pieces. A general business-tax listing does not establish a year-round planning engagement.
- Will the proposal cover both business entities and the owners’ related planning questions?
- Who will produce projections and explain their assumptions?
- How are recommendations handed to the people responsible for completing them?
Evaluate the answer, not just the introduction
A useful response identifies the responsible professional, records required, deliverables, timing, exclusions, and complete fee. If a response promises an outcome before reviewing your facts, ask which assumptions support it and what could change the conclusion. Keep open questions on the proposal worksheet until you receive a written answer.
Compare written scopes · Review AE’s documented offering and fit · Check the responsible professional’s credentials.
Continue the local research
Other source-listed firms with the same state label include David Sontag, CPA PC, Anthony & Dodge, PC, Johnson O'Connor, Mary Ling CPA & Financial Services, Inc. These are research links, not endorsements or claims that the firms offer equivalent services. Compare each source and written scope separately.
Sources & corrections
We use public source records and do not assign independent performance ratings. Request a factual correction.