Individual Sevices

At Hoffman, Stewart & Schmidt, P. C., relationships are important and we are committed to helping our clients grow and prosper. Our professionals provide personalized service and tax planning unique to you. Proactive planning year round is our approach to implementing tax strategies in a world of ever-changing Federal and State tax laws.

Services we provide:

  • Buying or selling of real estate
  • Business succession planning
  • Moving and multi-state issues
  • Vacation or rental property
  • Stock sales and options
  • Trust &¬†estate planning for wealth transfer
  • Tax credit consulting
  • Retirement savings maximization
  • Education planning
  • Representation before tax authorities