About Hoffman & Associates

Tax Planning Built on Real-World Experience

At Hoffman & Associates, we believe effective tax planning comes from understanding both the numbers and the realities of running a business.

As an EA with years of experience building, operating, and selling businesses. Like many business owners, I learned firsthand how easy it is to overpay on taxes when planning isn’t proactive or integrated into day-to-day decisions. Those experiences shaped how I approach tax work today — practical, thorough, and focused on implementation, not theory.

Now, I work with individuals and small business owners to help them reduce unnecessary tax costs, stay compliant, and make informed financial decisions with confidence.

A Willingness to Go Deeper

Every client’s situation is different. That’s why we’re willing to dive into the details — from bookkeeping and entity structure to timing decisions and implementation — to uncover opportunities that are often overlooked.

Our approach is not about shortcuts or aggressive positions. It’s about doing the work, understanding the full picture, and applying sound, compliant strategies that make a real difference over time.

Experience You Can Trust

We are federally authorized to represent clients before the IRS and provide year-round tax planning, preparation, and support. Our work is grounded in accuracy, transparency, and long-term thinking.

Hoffman & Associates is built for clients who value clarity, professionalism, and a partner who takes their tax situation seriously.

Who We Work With

We work with:

• Individuals seeking proactive, reliable tax support

• Small and growing businesses looking to reduce tax burden responsibly

• Clients who want more than just filing — they want planning and implementation

Our Philosophy

Good tax outcomes don’t happen by accident. They come from:

• Thoughtful planning

• Accurate implementation

• Clean records

• Ongoing support

That’s the standard we hold ourselves to for every client.