Featured Client: HofflerSmith Financial Services

HofflerSmith Financial Services

They provide multiple services such as: Tax, Accounting, Insurance, and QuickBooks. Their primary goal as a trusted advisor is to be available and to provide insightful advice to enable their clients to make informed financial decisions. They do not accept anything less from themselves and this is what they will deliver to you. Tax Season is right around the corner and studies show that 77% of tax payers believe they benefited from going to a professional.

Here’s a List of their Services:

  1. Tax Preparation: Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts. Your tax return can be filed electronically so you will get a refund back quicker. They will show you potential deductions to limit your tax liability for next year. In addition, they will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

  2. Small Business Accounting: Bank Reconciliation, Income Statements, Balance Sheets, General Ledgers, and Unlimited Consultation.

  3. Insurance: They will discuss and help with your retirement planning, estate planning, Life, Health, Home, Auto Insurances, Medicare, and Social Security.

  4. QuickBooks: HofflerSmith will help and educate on the accounting tool called QuickBooks. They will help you set it up, provide training, answers if you have any questions, and a tuneup for tax season.

To learn more about their services, check out their website!

HofflerSmith Financial Services
(856) 740 - 4912
1100 Liberty Place *Their bigger, new location*
Sicklerville, NJ 08081

Felicia LamplughComment