Closely Held Businesses

At Hoffman, Stewart & Schmidt, we collaborate with our clients and their professionals to maximize tax benefits in an ever-changing tax environment. Our team of experts is dedicated to helping each client achieve their goals. We provide personalized service unique to your needs.

We Offer:

  • Income tax preparation
  • Tax planning and advice
  • Strategic planning
  • Succession planning
  • Estate and retirement planning, family wealth planning
  • Representation before taxing authorities
  • Tax credit consulting
  • Accounting and auditing (compilations, reviews, and audits)
  • Retirement plan audits, preparation of Form 5500
  • New entity selection (S-Corp, C-Corp, Partnership, LLC, etc.)
  • Risk assessment and management
  • Budgeting and cash management
  • Benchmarking
  • Bookkeeping support

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