Business Details
9 Years
experience
Trusted Accounting & Tax Services in Covina
Hoffman Short Rubin Dewinter Sanderson, APC is a distinguished accountancy firm dedicated to delivering superior customer service and comprehensive financial solutions. Established through the 2017 merger of Montgomery, Niemeyer and Co. and Forman, Richter and Ruben, our firm combines decades of collective expertise to serve individuals and closely held businesses across Southern California. Our team of certified public accountants (CPAs), certified fraud examiners, and specialized professionals brings extensive experience in tax preparation, audit services, forensic accounting, and business valuation. We prioritize building long-term relationships with clients by offering personalized, quality-driven services that address both personal and business financial goals.Our commitment to continuous education ensures our team remains at the forefront of industry advancements, while our in-house capabilities eliminate the need for clients to seek external specialists. As a trusted advisor, we focus on maximizing financial resources through strategic planning, compliance consulting, and tailored solutions for diverse industries including manufacturing, nonprofit organizations, and real estate. Our dedication to transparency, ethical standards, and prompt communication has earned us a reputation as a reliable partner for navigating complex financial challenges.
Services
Business Accounting
Tax Preparation
Audit Services
Payroll Management
Forensic Accounting
Valuation Services
Details
- Year established: 2017
Highlights and features
- We offer 34+ years of combined CPA experience in tax and valuation services.
- Our team provides in-house expertise across audits, forensics, and business consulting.
- We prioritize continuous professional development to maintain industry-leading knowledge.
- Our personalized service eliminates the need for external specialist referrals.
- We serve as a trusted advisor for both business and personal financial planning.
Associations and certifications
- American Institute of CPAs
What people say
Immediate response
Knowledgeable professionals
Thorough and accurate
Personalized service
Timely communication
Services
Business Accounting
Our business accounting services provide tailored financial management solutions for corporations and sole proprietorships. We handle bookkeeping, financial statement preparation, and cash flow analysis to ensure accurate reporting and strategic decision-making. Clients benefit from customized processes that align with industry-specific requirements and regulatory standards.
Tax Preparation
We offer comprehensive tax preparation and planning for individuals and businesses, including trust and estate tax services. Our team minimizes liabilities through strategic deductions while ensuring compliance with federal and state regulations. Clients receive year-round support for tax-related inquiries and documentation.
Audit Services
Specializing in financial statement audits and reviews, we serve mortgage companies and low-income housing organizations. Our services include ERISA-compliant employee benefit plan audits and compliance reporting. Clients gain confidence in financial transparency and regulatory adherence through our meticulous examination processes.
Payroll Management
Our payroll solutions cover tax deposit compliance, quarterly reporting, and employee benefit administration. We ensure accurate W-2 and 1099 processing while maintaining adherence to OSHA, COBRA, and FMLA regulations. Businesses reduce administrative burdens through our automated systems and expert HR consulting.
Forensic Accounting
Certified fraud examiners conduct forensic investigations into financial misappropriation and reporting discrepancies. We implement preventive controls, perform background checks, and provide litigation support for asset misappropriation cases. Clients receive expert testimony and documentation analysis for legal proceedings.
People
Joanne Hoffman
CPA, CFE, MBA
With 23+ years in public accounting, Joanne specializes in forensic accounting and fraud examination. She holds an MBA in Economic Crime Management and serves Southern California clients since 1999. Active in community organizations, she focuses on golf and local sports.
Jim Short
CPA.CITP, CVA
Jim brings 34 years of experience in tax planning and business valuation. A certified IT professional and valuation analyst, he serves nonprofit organizations and for-profit entities. He volunteers at Hillside Community Church and specializes in cash management consulting.
Douglas Rustenburg
CPA
With 25+ years in public accounting, Doug provides audit and tax services across manufacturing, nonprofit, and service industries. His expertise includes strategic financial planning and compliance consulting for diverse business structures.
Questions
What accounting services do you offer for businesses?
We provide financial statement preparation, payroll processing, and compliance consulting tailored to industries including manufacturing, real estate, and nonprofit organizations.
Do you handle complex tax situations?
Yes, our CPAs specialize in multi-jurisdictional tax planning, estate taxation, and business entity structuring with customized optimization strategies.
What audit services are available?
We conduct ERISA-compliant employee benefit plan audits, HUD-assisted housing audits, and financial statement reviews for regulatory compliance.
How do you support forensic accounting needs?
Our certified fraud examiners investigate financial discrepancies, implement preventive controls, and provide litigation support for asset misappropriation cases.
What payroll solutions do you provide?
We offer full-service payroll management including tax compliance, benefit administration, and HR regulatory adherence for businesses of all sizes.
