Business Details
9 Years
experience
Trusted Accounting Services in Covina, CA
Hoffman Short Accountancy Firm is a trusted provider of comprehensive accounting, tax, and audit services in Covina and Southern California. Established through the merger of two experienced firms in 2017, our team of certified professionals brings decades of combined expertise to serve individuals and businesses. We prioritize responsive client service, offering personalized solutions in tax preparation, forensic accounting, valuation, and more. Our partners hold advanced certifications and specialize in diverse industries, ensuring tailored support for complex financial needs.With a commitment to superior customer service, we act as a trusted advisor, integrating business and personal financial planning to maximize client resources. Our dedication to continuous education and technological innovation ensures clients receive accurate, efficient, and forward-thinking guidance. By maintaining transparency and accessibility, we build long-term relationships grounded in trust and reliability.
Services
Business Tax Services
Forensics Fraud Examination
Payroll Services
Audit Services
Valuation Services
Trust Services
Education Savings Plans
Long Term Care Consulting
Real Estate Exchange Advice
Employee Benefit Reviews
Details
- Year established: 2017
Highlights and features
- We prioritize responsive client service and personalized financial solutions.
- Our partners hold advanced certifications and specialize in diverse industries.
- We integrate business and personal financial planning for holistic client support.
- Our team uses advanced technology to ensure accurate, efficient service delivery.
- We offer decades of combined experience in accounting, audit, and tax services.
What people say
Responsive and professional
Knowledgeable and thorough
Trusted advisor status
Uses latest technology
Excellent customer service
Services
Business Tax Services
We provide tailored tax preparation and planning for businesses, minimizing liabilities while ensuring compliance with federal and state regulations. Our experts handle returns for corporations, partnerships, and nonprofits, with strategic advice on deductions and credits. Clients benefit from proactive planning and audit support to optimize financial outcomes.
Forensic Accounting
Our forensic services investigate financial discrepancies, fraud, and misappropriation, offering expert analysis for legal proceedings. We help businesses recover losses and implement controls to prevent future issues. Clients receive detailed reporting and courtroom-ready testimony to support their cases.
Audit Services
We conduct comprehensive audits for businesses, including HUD-assisted and low-income housing projects. Our approach ensures accurate financial reporting and compliance with regulatory standards. Clients gain confidence in their financial integrity and preparedness for stakeholder reviews.
Valuation Services
We deliver precise valuations for business sales, buyouts, and strategic planning, using industry-specific methodologies. Our analysis includes asset evaluation and market trends to determine fair business worth. Clients receive objective insights to support informed decision-making.
Payroll Processing
We manage payroll processing and tax filings, ensuring timely and accurate employee compensation and regulatory compliance. Services include quarterly reports and benefit plan consulting. Clients reduce administrative burdens and avoid penalties with our streamlined solutions.
People
Joanne Hoffman
CPA, CFE, MBA
With 23+ years of experience, Joanne specializes in audit, tax, and forensic accounting. She joined the firm in 1999 and holds an MBA in Economic Crime and Fraud Management, providing clients with expert financial insights and fraud prevention strategies.
Jim Short
CPA, CITP, CVA
Jim has 34+ years in public accounting, offering expertise in audits, valuations, and tax planning. He leads technology integration in services and volunteers at Hillside Community Church, bringing a client-focused approach to financial consulting.
Douglas G. Rustenburg
CPA
With 25+ years of experience, Doug provides audit, tax, and consulting services across industries including nonprofits and manufacturing. His expertise ensures clients receive tailored financial strategies aligned with their operational goals.
Kimberley Panarelli
CPA
Kim has 19+ years in accounting, specializing in audits for nonprofits and employee benefit plans. Her focus on accuracy and compliance helps organizations maintain financial transparency and regulatory adherence.
Janny Thach
CPA
Janny provides audit, tax, and payroll services, with expertise in HUD-assisted housing. Her 20+ years of experience ensure clients receive specialized support for low-income housing tax credits and nonprofit accounting.
Questions
What services does Hoffman Short offer?
We offer business and individual tax services, audits, payroll processing, forensic accounting, valuation, and financial planning tailored to your specific needs.
Do you specialize in any industries?
Yes, we work with manufacturers, nonprofits, construction firms, restaurants, and HUD-assisted housing projects, among others, providing industry-specific expertise.
How do you handle complex tax situations?
Our CPAs use advanced knowledge in tax planning and compliance to address complex scenarios, including international filings, estate planning, and business succession strategies.
What sets your firm apart from others?
We combine decades of experience, personalized service, and technological efficiency to deliver accurate, client-focused solutions that build long-term trust.
How can I schedule a consultation?
Contact us via phone at (626) 932-0100 or through our website to discuss your needs and connect with a dedicated accounting professional.
