Accurate Tax Preparation for Individuals & Businesses in Cherry Hill, NJ
Filing your taxes accurately — and paying only what you legally owe — requires more than software and a few forms. At HofflerSmith Financial, our federally licensed Enrolled Agents have prepared hundreds of individual and business tax returns for clients across Cherry Hill, South Jersey, and beyond.
We don’t just enter numbers. We review your financial situation, ask the questions that uncover deductions you didn’t know you had, and file a return you can stand behind. Our clients include W-2 employees, self-employed professionals, small business owners, real estate investors, and retirees — and we know the nuances of each.
Individual Tax Return Preparation
Our individual tax preparation covers the full range of personal returns, no matter how straightforward or complex your situation:
- W-2 employees, including those with multiple employers or states
- Self-employed individuals and freelancers (Schedule C)
- Rental property owners (Schedule E)
- Investment income including stocks, crypto, and RSUs
- Retirement distributions and inherited accounts
- Life event tax impacts: marriage, divorce, home purchase, new baby
- Multi-state returns and non-resident filers
We prepare your federal and state returns together, catching every deduction and credit that applies to your situation.
Business Tax Return Preparation
We prepare tax returns for all common business entity types, including sole proprietorships, partnerships, S-corporations, C-corporations, and LLCs taxed at any level. Our business tax preparation includes:
- Form 1120S (S-Corp), 1065 (Partnership), 1120 (C-Corp), Schedule C
- Depreciation schedules and Section 179 elections
- Home office and vehicle deductions
- Owner compensation and reasonable salary analysis for S-Corps
- Estimated quarterly tax planning
- Coordination with your bookkeeper or accountant
Some tax situations require a level of expertise that goes beyond what most preparers offer. Our Enrolled Agents are equipped to handle:
- Back tax returns (unfiled returns from prior years)
- Amended returns (correcting prior filings)
- Innocent spouse situations
- IRS audit support and documentation
- Foreign income and FBAR compliance
- Trust and estate returns (Form 1041)
If you’ve been turned away by another preparer or told your situation is “too complicated,” call us. We can help.
Our Tax Preparation Process
We make tax preparation straightforward, even when your taxes aren’t. Our process:
- Step 1 — Document gathering: We send you a tailored checklist based on your prior year return and current situation.
- Step 2 — Review: We review your documents, identify questions, and look for deductions you may have missed.
- Step 3 — Preparation & review: We prepare your return and walk you through it before filing — no surprises.
- Step 4 — Filing: We e-file securely and send you copies of everything.
- Step 5 — Year-round access: Questions after filing? We’re here. We don’t disappear on April 16th.
HofflerSmith isn’t a seasonal tax chain or an automated filing service. Stacey Hoffler-Smith, EA and Layton Smith Sr., EA are federally licensed Enrolled Agents with over 25 years of experience — meaning they passed the same rigorous IRS exam as CPAs, are authorized to represent clients before the IRS, and are required to complete continuing education every year to stay current on tax law.
When you bring your taxes to HofflerSmith, you’re working with people who understand South Jersey businesses, who know the IRS inside and out, and who are available year-round — not just in the spring.
Schedule Your Tax Preparation Appointment
We accept new clients throughout the year for tax preparation. Whether you need to file a current-year return, catch up on back taxes, or amend a prior return, we’re ready to help. Call (856) 740-4912 or fill out our contact form to schedule a free consultation — no obligation, and complete confidentiality guaranteed.
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