Business Details
Trusted Accounting and Tax Services in Malone, NY
At The Hoffman Eells Group, we are committed to helping clients maintain financial viability in the present while proactively addressing future goals through open communication and sound analysis. Our team of experienced CPAs and dedicated professionals has served as a trusted partner to individuals and businesses in the North Country and beyond for decades. We pride ourselves on delivering timely, competent advice grounded in high standards of excellence and professionalism, earned through years of dedicated service to our community. Our expertise spans accounting, auditing, tax planning, and business consulting, with a specialized focus on U.S./Canadian cross-border financial solutions.We approach every client relationship with a commitment to understanding unique needs, ensuring our services align with both personal and organizational objectives. This philosophy has solidified our reputation as a respected leader in the accounting profession, recognized for both technical proficiency and client-centric service delivery.
Services
Accounting and Auditing
Tax Planning
Business Consulting
International Taxation
Canadian Specialization
Highlights and features
- We specialize in U.S./Canadian cross-border tax and financial planning with 25+ years of experience.
- Our team includes CPAs with expertise in public accounting, private industry, and nonprofit sectors.
- We provide personalized service tailored to individual and business client needs.
- We maintain active leadership roles in professional organizations like AICPA and NYSSCPA.
- Our professionals complete 40+ hours of continuing education annually to stay current on regulations.
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
Services
Accounting and Auditing
Our accounting and auditing services ensure accurate financial reporting and regulatory compliance. We perform audits, reviews, and compilations for corporations, nonprofits, and government agencies. Our team designs internal controls and provides controllership functions to maintain financial integrity.
Tax Planning
We offer comprehensive tax planning and preparation for individuals and businesses. Our services include entity structuring, estate tax planning, multi-state returns, and complex transaction research to minimize tax liabilities while ensuring compliance.
Business Consulting
Our business consulting services cover cash flow analysis, financial forecasting, debt management, and computer system implementation. We assist with business valuations, mergers/acquisitions, and succession planning to support long-term growth strategies.
International Taxation
We specialize in cross-border tax compliance and planning for U.S./Canadian businesses. Our expertise includes transfer pricing, repatriation strategies, and global tax compliance to navigate complex international regulations effectively.
Canadian Specialization
Our Canadian specialization focuses on helping businesses establish U.S. operations. We advise on entity structure, intercompany pricing, and profit repatriation to optimize tax efficiency across both countries.
People
Nicholas P. Eells
Managing Partner
CPA and CGMA with 20+ years of public accounting and private sector experience. Specializes in business consulting, tax planning, and asset management. Holds leadership roles in NYSSCPA and local nonprofit boards.
Douglas L. Hoffman
Advisory Partner
Retired partner with 35+ years of experience in estate planning and business consulting. Former Olympic Games controller and founder of American Business Transitions. Expert in family business succession strategies.
Kristina M. Bennett
Partner
CPA with expertise in Canadian companies and U.S. citizens abroad. Specializes in auditing and tax services for cross-border entities. Member of AICPA and NYSSCPA with dual state certifications.
Lucy W. Carroll
Partner
Tax specialist with 30+ years of experience serving manufacturing, real estate, and professional corporations. Focuses on estate and trust taxation while maintaining active roles in local nonprofit organizations.
Holly A. Morrow
Partner
Auditing expert overseeing financial statement preparation and compliance audits. Completes 40+ hours of annual continuing education on governmental and nonprofit accounting standards. Serves on museum and assisted living boards.
Questions
What accounting services do you offer?
We provide auditing, tax planning, business consulting, international taxation, and Canadian specialization services for individuals and businesses.
Do you specialize in cross-border tax planning?
Yes, our firm has over 25 years of experience helping Canadian companies navigate U.S. tax regulations and financial planning.
What industries do you serve?
We work with manufacturing, real estate, nonprofits, government entities, and family-owned businesses across the U.S. and Canada.
Are your accountants certified?
All partners are Certified Public Accountants (CPAs) with additional credentials like CGMA and PFS designations.
