Hoffman Short Accountants and Advisors

PROVIDING THE BEST ACCOUNTING, TAX & AUDIT SERVICES IN COVINA AND SOUTHERN CALIFORNIA

At Hoffman Short Accountants and Advisors is an incredible group of CPAs, accountants and support staff who have a wealth of experience working with individuals and closely held businesses. Founded in 1979, Montgomery, Niemeyer and Co. teamed up with Forman, Richter and Ruben in 2017 to provide the highest level of accounting services to Southern California and beyond. Our combined firm is your trusted advisor no matter the challenges your business faces.

Responsive

At Hoffman Short, we know that you need a CPA who listens to your needs and responds promptly. We love our work as accountants, but we love our clients even more. We work hard to build relationships with every business owner who works with us. Why? Because providing outstanding customer service is always our first goal.

Capable

Whether you need help with a personal tax issue or business valuation, we’re the CPA firm So Cal businesses trust. Our partners have depth of experience in a wealth of areas so that we’re able to meet the diverse needs of our clients in-house. Working with us means that you don’t have to shop around for a new accountant for every need that arises.

Knowledgeable

At Hoffman Short, we believe you can never know enough about your field. That’s why our partners have pursued extensive training and education to become masters of their fields. When you need expertise and depth of knowledge, you can count on us.

FIRM PARTNERS

Joanne Hoffman, CPA, CFE, MBA

With over 27 years of public accounting experience, Joanne performs traditional CPA services of compilation, review, audit, and tax preparation for individuals, partnerships, and corporations.  Joanne also conducts forensic accounting, research in financial statement fraud, theft and fraud in corporations.  Joanne joined the firm in September 1999.  She graduated from California State University Fullerton, with a B.A. in Business Administration.  A certified public accountant and certified fraud examiner, Joanne has an M.B.A. from Utica College in Economic Crime and Fraud Management.  Joanne was born in Buffalo, New York and raised in Southern California and enjoys playing golf and attending baseball, basketball and hockey games.  Joanne lives in Claremont with her husband and is active in the community.

Jim Short, CPA

With over 38 years of public accounting experience, Jim performs traditional CPA services of compilation, review, audit, and tax preparation for individuals, partnerships, and corporations. Jim also assists with business forensic and valuation services, management consulting, tax and estate planning, personnel planning, and overall cash management issues for non-profit and for-profit organizations. Jim was born and raised in So California and graduated from California State Polytechnic University, Pomona, with a B.A. in Business Administration and holds the professional designation of certified public accountant.  Jim lives in Claremont and enjoys playing golf, attending baseball, basketball, and hockey games.  He has four adult children, two of whom are married with 5 grandchildren. Jim attends and actively volunteers at Hillside Community Church.

OUR SERVICES

Our firm offers a wide range of services to our individual and business clients. Providing a world class experience is of utmost importance to us, and our clients benefit by getting personalized, quality service that is beyond comparison.

Business

Accounting and Tax services tailored to your needs.

Individuals

Tax and Trust services from preparation to planning.

Audits

Audit and Review services for your business specializing in mortgage and low income housing.

Payroll

Payroll and Quarterly Report preparation to benefit plan consulting.

Forensics and Fraud Examination

Forensic services for suspected fraud or misappropriations.

Valuation

Valuation services for sales, purchases and buyouts.