Everything one relationship needs to carry.
Rather than a page for every keyword, here is the whole practice on one page — organised by the outcome you're after, not by the form number.
Plan & Prepare
The return is the record of a year of decisions. We work on both.
- Individual tax preparation
- Business tax preparation
- Year-round tax planning
- Estate and fiduciary tax matters
- Multi-year tax considerations
Strengthen the Business
Systems and counsel that make a closely held business easier to run.
- Accounting and bookkeeping
- Recordkeeping-system design
- Payroll support
- Business consulting
- Profitability guidance
- Business valuation
Understand the Numbers
Reporting you can hand to a bank, a partner, or a buyer with confidence.
- Financial statements
- Compilations
- Reviews
- Audits — subject to confirmation of current authorization and availability
- Management reporting
Resolve Tax Problems
A letter from the IRS is a problem with a process, not a verdict.
- IRS notices
- Back taxes
- Tax-resolution guidance
- Representation before taxing authorities
- Payment and compliance planning
To confirm · Every service listed here is verified against the firm's own published materials and its Chamber listing. Audit, review, compilation, business valuation, estate and fiduciary, and tax-resolution engagements must be confirmed with Robert for current authorization and availability before launch. 1031 exchange work also appeared on the prior site and should be confirmed for inclusion.
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
Before you pick up the phone.
- Do you work with clients outside Charlevoix?
- Yes. The firm serves over 900 clients across 19 states from its Charlevoix office, using secure remote methods that deliver the same level of service a client would receive in person.
- Do you help with IRS notices and back taxes?
- Yes. The firm handles IRS and state tax problems directly, including notices, back taxes and representation before taxing authorities — with staff who work on your behalf rather than a sales organization.
- Can you set up or clean up our bookkeeping system?
- Yes. The firm designs recordkeeping and accounting systems, and can set up and train your staff on QuickBooks or the legacy systems you already use.
- Do you provide investment management or legal services?
- No. Hoffman CPA Firm provides accounting, tax and business services, and coordinates with your attorney and financial professionals where a matter requires them.