Individual Tax Services

Hoffman Short Accountancy Firm provides answers to the financial concerns of individuals within a solid framework of accumulated knowledge. The scope of our services normally begins with tax preparation and planning, but often extends into long term financial planning.

INCOME TAX PREPARATION:

The firm prepares each individual and trust income tax return with the objective of minimizing income taxes and educating our client on reporting income and deductions. We also work with our clients in defense of claims made by tax agencies.

WE TAILOR OUR SERVICES TO YOUR NEEDS:

We design an approach that addresses all the specifics of your situation. Our many specialties include:

  • Tax Planning and Preparation

  • Trust and Estate Planning

  • Education Savings Plans

  • Long Term Care Consulting

  • Eldercare Bill Paying and Management

  • Real Estate Exchange Advice