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โš“ Preparing & Filing Returns Since 1997

Tax Preparation
& Filing.

Taxes can be one of the most stressful parts of the year, for individuals and business owners alike. Our job is to take that weight off your shoulders. We prepare and file your return with care, then take the time to explain it, so you walk away understanding exactly what was done and why.

This is the work our firm was built on, and we have never stopped doing it well.

What You Can Expect
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Decades of experiencePreparing and filing returns for individuals and businesses since 1997

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We explain your returnYou leave understanding what we did, not just signing where we point

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Licensed professionalsCPAs and IRS Enrolled Agents preparing your return, every time

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Review your wayBy phone, virtually, or in person, whatever puts you at ease

Where We Started

Built on Tax. Since 1997.

Long before tax software and electronic filing, returns were prepared by hand, in pencil, line by careful line. That is how our founder, John L. Hoffmann, was already reporting to the government on behalf of his clients.

When he opened Independence Financial Services in 1997, tax preparation was the foundation everything else was built on. It still is. Across nearly three decades, we have prepared and filed thousands of returns for individuals, families, and businesses across New Jersey, and we have built a proven track record of doing right by the people who trust us with one of the most important documents they sign all year.

The tools have changed. The standard has not. Every return that leaves this office is prepared with the same care that a pencil and a steady hand once demanded, and reviewed by a licensed professional who stands behind it.

Who We Prepare For

Individual & Business Returns

Whether it is a personal return or a complex business filing, the same experienced team handles it from start to finish.

For Individuals & Families

Individual Tax Preparation

Personal returns done with care and explained in plain language, from a straightforward filing to one with investments, rental property, self employment, or a major life change. Every credit and deduction you are entitled to, claimed.

Individual Tax Preparation โ†’
For Businesses & Owners

Business Tax Preparation

Returns for S corporations, C corporations, partnerships, LLCs, and sole proprietors, coordinated with your books, your owners, and your personal return so the whole picture lines up. A real accountant who knows your business.

Business Tax Preparation โ†’
The Way We Work

Peace of Mind Is the Point

A tax return is not just paperwork. It is your money, your compliance, and often a real source of worry. We slow down where it matters, answer your questions in plain language, and do not consider a return finished until you understand it. That understanding is what turns a stressful obligation into genuine peace of mind.

Review Your Return However Suits You Best
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By Phone

A straightforward call to walk through your return, answer questions, and confirm everything before we file. Simple and convenient.

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Virtually

Share your screen and review the return together from wherever you are, ideal if your schedule or distance makes a visit difficult.

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In Person

Sit down with us at our Northfield office and go through everything face to face, the way many of our long standing clients still prefer.

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Mid Year Tax Planning

The best tax outcomes are shaped well before April. For clients who want to plan ahead, we offer mid year tax planning to review where you stand, anticipate what you will owe, and make adjustments while there is still time to act. No surprises at filing.

How It Works

From Documents to Done

A clear, unhurried process that keeps you informed at every step.

01

Share Your Documents

Send us your tax documents securely through our client portal, or bring them in. We will tell you exactly what we need.

02

We Prepare It

Your return is prepared by an experienced professional and reviewed by a licensed CPA or Enrolled Agent before it goes anywhere.

03

We Review It Together

By phone, virtually, or in person, we walk you through the return and answer every question until it makes sense to you.

04

We File It

Once you are comfortable and have signed off, we file your return and make sure you have a clean copy for your records.

โš“ Veteran & Family Owned Since 1997

Let's Take the Stress Out of Tax Season.

Whether it is your personal return or your business filing, we are ready to handle it with the care it deserves and the clarity you deserve. Reach out and let's get started.