Services

Tax services provided to clients include income, gift and estate tax planning as well as tax compliance services, including federal & state income tax return preparation, tax payment consultations and representation with tax authorities for individuals, trusts, family partnerships, privately-held businesses and investment entities. Many clients use J. Hoffman & Co. for non-tax services such as wealth management, personal financial planning, financial management and investment management, which are tailored to the client's needs and provided on a fee basis only.