Business Details
9 Years
experience
Trusted Accounting and Tax Services in Covina
Hoffman Short Rubin DeWinter Sanderson was formed in 2017 through the strategic merger of two established accounting firms, combining over six decades of collective experience. Our team of certified public accountants, fraud examiners, and valuation analysts specializes in delivering comprehensive accounting, tax, and advisory services to individuals and closely held businesses across Southern California. We prioritize personalized service, ensuring each client receives tailored solutions that align with their unique financial goals. Our expertise spans audit preparation, forensic accounting, business valuations, and payroll management, supported by advanced technological tools to enhance accuracy and efficiency.With a client-first philosophy, we maintain prompt communication and transparent processes, fostering long-term relationships built on trust and reliability. Our professionals hold prestigious designations such as CPA, CFE, and CVA, underscoring our commitment to industry excellence. By integrating technical proficiency with a deep understanding of local market dynamics, we position ourselves as a one-stop resource for clients seeking to navigate complex financial landscapes with confidence.
Services
Audit Services
Business Tax Services
Payroll Services
Forensic Accounting
Valuation Services
Individual Tax Services
Trust Services
Employee Benefit Reviews
Mergers Consulting
401(k) Audits
Details
- Year established: 2017
Highlights and features
- We offer responsive and personalized customer service.
- Our team includes certified professionals with decades of combined experience.
- We provide a diverse range of services under one roof.
- Our partners hold prestigious industry certifications like CPA and CFE.
- We utilize advanced technology to ensure accurate, efficient processes.
What people say
Knowledgeable, friendly professionals
Responsive and professional
Thorough and accurate work
Excellent customer service
Efficient and accurate process
Services
Audit Services
Our audit services provide businesses with comprehensive financial statement evaluations, ensuring compliance with regulatory standards. We specialize in mortgage and low-income housing audits, delivering detailed insights to enhance financial transparency. Our CPAs combine technical expertise with industry-specific knowledge to identify risks and improve operational efficiency.
Business Tax Services
We offer tailored tax preparation and planning solutions for corporations, partnerships, and sole proprietorships. Our team stays current with evolving tax laws to minimize liabilities while maximizing savings opportunities. Services include quarterly reporting, payroll tax compliance, and strategic consultation for long-term financial growth.
Forensic Accounting
Our forensic services address suspected financial fraud, misappropriations, and corporate theft. Certified fraud examiners conduct meticulous investigations to uncover discrepancies, providing actionable reports for legal proceedings or internal resolution. We help businesses implement preventive controls to safeguard assets.
Valuation Services
We deliver precise valuation assessments for business sales, buyouts, and mergers. Our certified valuation analysts analyze financial data, market conditions, and operational metrics to determine accurate valuations. This service supports informed decision-making for owners and stakeholders in complex transactions.
Payroll Services
Our payroll solutions handle tax filings, wage reporting, and compliance with federal and state regulations. We streamline payroll processing for businesses of all sizes, reducing administrative burdens. Services include direct deposit setup, year-end reporting, and integration with accounting systems.
People
Joanne Hoffman
CPA, CFE, MBA
With 23+ years in public accounting, Joanne specializes in audits, tax preparation, and forensic accounting. She holds an MBA in Economic Crime and Fraud Management and has served clients since 1999, combining technical expertise with community engagement.
Jim Short
CPA, CITP, CVA
Jim brings 34 years of experience in tax planning, business valuations, and nonprofit consulting. A certified IT professional and valuation analyst, he actively volunteers in the community while leading complex client engagements.
Douglas Rustenburg
CPA
Doug offers 25+ years of expertise in audits and tax services for nonprofits, manufacturing, and service industries. His strategic approach helps businesses optimize financial performance while maintaining compliance.
Kimberley Panarelli
CPA
Kim specializes in audits for for-profit and nonprofit organizations, including employee benefit plans. With 19 years of experience, she delivers precise financial reporting solutions tailored to client needs.
Janny Thach
CPA
Janny focuses on HUD-assisted housing and nonprofit audits, combining 20 years of public accounting experience with payroll and bookkeeping expertise to support multifaceted client requirements.
Questions
What accounting services do you offer for small businesses?
We provide audits, tax preparation, payroll processing, and financial consulting tailored to small businesses, helping owners manage compliance and growth strategies.
Do you handle forensic accounting investigations?
Yes, our certified fraud examiners conduct forensic investigations to detect financial discrepancies and support legal resolutions for corporate fraud cases.
Can you assist with personal tax planning?
We offer individual tax preparation, trust planning, and long-term financial strategies to minimize liabilities and optimize personal financial goals.
Are your CPAs certified in specialized areas?
Our team holds certifications including CPA, CFE (fraud examination), CITP (technology), and CVA (valuation analysis) to address diverse client needs.
What industries do you specialize in?
We serve manufacturing, nonprofits, construction, insurance, and equine racing enterprises, offering industry-specific expertise in audits and tax compliance.
