Business Details
9 Years
experience
Trusted Accounting, Tax & Audit Services in Covina, CA
Hoffman Short Rubin Dewinter Sanderson, APC is a distinguished accounting firm serving Covina and Southern California. Established in 2017 through the strategic merger of Montgomery, Niemeyer and Co. and Forman, Richter and Ruben (FRRCPA), we combine decades of collective expertise to deliver comprehensive accounting, tax, and audit solutions. Our team of certified professionals prioritizes personalized service, building long-term relationships with clients ranging from individuals to closely held businesses. With specialized capabilities in forensic accounting, business valuations, and employee benefit plan audits, we act as trusted advisors, aligning financial strategies with clients' personal and professional goals.Our commitment to continuous education ensures mastery of evolving industry standards, while our in-house expertise eliminates the need for external referrals. By maintaining membership in the AICPA Employee Benefit Plan Audit Quality Center, we uphold rigorous quality controls and transparency. Our mission remains centered on client satisfaction, combining technical excellence with responsive support to maximize financial resources and operational success.
Services
Business Tax Services
Audit Services
Payroll Processing
Forensic Accounting
Valuation Services
Employee Benefit Plans
Trust & Estate Planning
401(k) Audits
Details
- Year established: 2017
Highlights and features
- We offer 24/7 personalized client support with guaranteed response times
- Our team holds 100+ combined years of public accounting experience
- We maintain AICPA quality standards for employee benefit plan audits
- We provide in-house expertise across 8+ specialized accounting disciplines
- Our partners hold advanced certifications including CFE, CITP, and CVA
Associations and certifications
- American Institute of CPAs Employee Benefit Plan Audit Quality Center
What people say
Immediate response times
Extensive technical knowledge
Personalized service approach
Thorough documentation
Proactive tax planning
Services
Business Tax Services
Our Business Tax Services provide comprehensive solutions for corporations, partnerships, and sole proprietorships. We specialize in tax planning, compliance, and strategic advisory to minimize liabilities while ensuring regulatory adherence. Our team stays current with evolving tax codes to optimize savings opportunities for clients across industries including manufacturing, construction, and nonprofit sectors.
Audit Services
We deliver high-quality audit and review services for mortgage institutions and low-income housing providers. Our AICPA-certified team performs employee benefit plan audits with specialized expertise in ERISA compliance and 401(k) plan reporting. Our audit methodology combines technical rigor with practical business insights to enhance financial transparency and operational efficiency.
Forensic Accounting
Our forensic services detect and prevent financial fraud through comprehensive investigations. Certified Fraud Examiners analyze financial records to uncover asset misappropriation, billing schemes, and financial statement fraud. We provide expert testimony support and implement preventive controls tailored to small businesses and nonprofit organizations.
Valuation Services
We offer professional valuation services for business transactions, estate planning, and litigation support. Our certified valuation analysts assess ownership interests in private companies, real estate entities, and family partnerships. Services include ESOP reporting, merger/acquisition valuations, and intangible asset assessments under ASC 805/350 standards.
Payroll Services
Our comprehensive payroll services ensure compliance with federal and state regulations. We handle tax deposits, W-2 processing, and benefit plan administration while providing HR support for COBRA compliance, employee training, and policy development. Our solutions reduce administrative burdens for businesses of all sizes.
People
Joanne Hoffman
Partner
With 23+ years of experience, Joanne specializes in forensic accounting and fraud examination. A certified public accountant and fraud examiner with an MBA in Economic Crime Management, she serves Southern California businesses while remaining active in the Claremont community.
Jim Short
Partner
Jim brings 34 years of public accounting experience with expertise in business valuation and tax planning. As a CPA, CITP, and CVA professional, he serves nonprofit organizations and actively volunteers at Hillside Community Church in Claremont.
Douglas Rustenburg
Manager
Doug offers 25+ years of accounting experience with specialization in nonprofit and manufacturing sectors. A certified CPA, he provides audit and consulting services while maintaining deep industry knowledge across multiple verticals.
Stephan Montgomery
Manager
With 26 years of experience, Stephan delivers comprehensive accounting solutions for businesses. A Penn State graduate with expertise in management information systems, he serves Upland clients with personalized financial guidance.
Janny Thach
Manager
Janny specializes in HUD-assisted housing audits with 20+ years of public accounting experience. A certified CPA, she provides audit and consulting services for nonprofit organizations while balancing family commitments.
Questions
What accounting services do you offer for small businesses?
We provide business tax preparation, payroll processing, financial statement audits, and valuation services tailored to small businesses. Our services include compliance support and strategic financial planning.
Do you handle forensic accounting investigations?
Yes, our certified fraud examiners conduct forensic accounting services to detect and prevent financial fraud, including asset misappropriation and financial statement fraud investigations.
What employee benefit plan audit services are available?
We perform ERISA-compliant audits for 401(k) and defined contribution plans with specialized expertise in regulatory compliance and fiduciary responsibility.
How do you support nonprofit organizations?
We offer audit services, tax compliance, and financial consulting for nonprofits, including employee benefit plan reviews and compliance with specific nonprofit accounting standards.
What makes your firm different from other accounting firms?
Our combination of AICPA-certified specialists, 100+ years of collective experience, and personalized service approach ensures comprehensive solutions without external referrals.
Do you provide personal tax planning services?
Yes, we offer individual tax preparation, trust services, and long-term tax planning with customized strategies for personal financial goals.
