Individuals

The professionals at Hoffman, Stewart & Schmidt, P. C. have provided generations of Northwesterners solid financial advice and a variety of accounting and tax services.  We take the burden of facing difficult or complicated financial decisions off of your shoulders so you are free to focus on issues important to you.

Often, the most important tax work takes place far from April 15th.  We can help you make decisions throughout the year which will positively affect your bottom line at tax time.

Specialized services we provide:

  • Retirement savings plans:
    • 401(k), 403(b), Keoghs, profit sharing plans, SIMPLE plans, SEP plans, Roth IRAs
  • Education IRAs and 529 plans, education planning
  • Tax planning issues surrounding:
    • Buying or selling of real estate or business
    • Business use of your automobile
    • Moving and multi-state issues
    • Vacation or rental property
    • Stock sales and options
    • Home office
  • Tax credit consulting
  • Trust and estate planning
  • Choosing the best entity form of doing business
  • The “kiddie tax”
  • IRS audit representation
  • Business succession planning

…and, of course, we can take the hassle out of all kinds of tax preparation!

 

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