Hoffman Short Rubin DeWinter Sanderson, APC

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

Joanne Hoffman, CPA, CFE, MBA

With over 23 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.CITP, CVA

With over 34 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 enjoys playing golf and attending baseball, basketball, and hockey games Jim lives in Claremont with his wife, Jennifer, and has a blended family with four adult children, two whom are married with 3 grandchildren Jim attends and actively volunteers at Hillside Community Church and is an executive board member with Haynes Family of Programs Jim currently holds the professional designations of CPA (Certified Public Accountant), CITP (Certified Information Technology Professional), and CVA (Certified Valuation Analyst)

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

Accounting and Tax services tailored to your needs

Tax and Trust services from preparation to planning

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

Payroll and Quarterly Report preparation to benefit plan consulting

Forensics and Fraud Examination

Forensic services for suspected fraud or misappropriations

Valuation services for sales, purchases and buyouts

What Our Clients Say

With a Corporation, Business Entity and a personal return we are always anxious, yet get immediate response once we make that phone call or send the email Both Stephan and Dale Montgomery have the knowledge and expertise to get us through each tax season We have been using them for over a decade and it only gets better Definitely a 5 STAR! I have collaborated with the Hoffman Short firm for several years on a variety of projects Additionally, I use this firm for my own personal tax preparation needs Jim Short, Partner and CPA, is responsive, professional and he uses the latest technology to ensure an efficient and accurate process I highly recommend Jim and all of the professionals at Hoffman Short

We have been working with MN for almost 30 years We have found every individual at the firm to be knowledgeable, friendly, professional and accessible They have advised us on investments and taxes for both personal and business needs A truly wonderful organization! I’ve had my taxes done by Joanne Sanderson for the past two years now and I could not be more pleased with the job that she has done She is always extremely thorough and explains everything in great detail And throughout the year I can reach out to her at any time with questions and she always gets back to me right away! I recommend working with Joanne as she truly is amazing at what she does Thank you Joanne! My family and I have been using Joanne Hoffman for several years now and we could not be happier! Her work is thorough, accurate and timely Her advice for future tax planning is invaluable and I feel her fees are VERY reasonable I have had W-2, real estate rental properties and other forms of business income and was pleased to see she is proficient and knowledgeable in each area! What more could you ask for? Focused on superior customer service, Hoffman Short Accountancy Firm offers a diverse portfolio of services that make it more than just the accountant Covina business owners trust Hoffman Short is also the accounting firm that Covina businesses and individuals can turn to when they have unique tax, auditing, record keeping, forensic or valuation needs By combining two experienced teams, Hoffman Short has become the only CPA firm Covina businesses will need to complete an array of essential tasks