A CPA who already knows the history behind your return.
Personal finances are a sequence of decisions, most of which happen nowhere near a tax form. We work on the decisions, then prepare the return that records them.
Individual tax preparation
Federal, Michigan and multi-state returns prepared by a CPA who reads the whole picture, not just this year's forms.
Year-round tax planning
Withholding, estimated payments, timing of income and deductions — decided in advance rather than reconstructed in April.
Retirement transitions
Distribution sequencing, multi-year modelling and the tax consequences of stepping back from work or a business.
Estate considerations
Estate preservation and asset protection, fiduciary and estate tax matters, coordinated with your attorney.
Property and Northern Michigan assets
Family property, second homes and rental activity carry their own tax questions. So do 1031 exchanges, which the firm has handled.
IRS and state notices
A letter from the IRS or the State of Michigan is a process, not a verdict. The firm reviews it, explains it and responds on your behalf.
Hoffman CPA Firm provides accounting and tax services. It does not provide investment management or legal services, and works alongside your attorney and financial professionals where those are needed.
From the first dollar earned to the estate built around it.
A client-education tool, not a promise that every item applies to you. Select a stage to see the tax, accounting and planning questions that tend to arrive with it.
- Do I need to file, and at what income?
- Withholding, refunds and what a return actually says
- Opening a first retirement account