Strategic Tax Planning, Expert Bookkeeping & Reliable Compliance Support
Tax Planning, Bookkeeping & Payroll for Small Businesses and Individuals
IRS-Authorized Enrolled Agent • Year-Round Support
IRS-Authorized Enrolled Agent with Years of Experience • Serving Individuals and Businesses • Licensed & Insured
“Hoffman & Associates helped us save thousands and made everything easy. Extremely professional and responsive.”
⭐⭐⭐⭐⭐
— Small Business Owner, California
Our Services
Tax Planning & Preparation
• Proactive planning to reduce tax liability
• Individual & business returns
• Year-round support — not just tax season
Bookkeeping & Payroll
• Clean, accurate monthly books
• Payroll setup and compliance
• Built for small business owners
Our Approach
Discovery & Assessment
We begin by understanding your full tax and financial situation, including prior filings, current structure, and compliance status.
Strategy Development
We develop a tax strategy aligned with your goals, risk tolerance, and applicable tax law.
Implementation & Compliance
We assist with executing the strategy through proper structuring, bookkeeping, payroll coordination, and compliance support.
Filing, Support & Ongoing Guidance
We prepare required filings and provide year-round guidance, notice support, and strategy adjustments as needed.
About
Hoffman & Associates
Hoffman and Associates is a tax and bookkeeping firm built on real-world experience, technical expertise, and a practical understanding of how tax decisions impact individuals and businesses.
Led by an IRS-authorized EA, our firm provides strategic tax planning, compliant implementation, accurate filing, and full-service bookkeeping and payroll. This integrated approach allows us to support clients beyond filing season and help them make informed decisions throughout the year.
We work with individuals, small businesses, farms, and closely held entities seeking clarity, structure, and proactive tax guidance. Our role is to help clients plan intentionally, execute properly, and move forward with confidence.
