Hoffman & Associates

What Hoffman & Associates does

Hoffman & Associates is a boutique Atlanta-based law and accounting firm founded in 1991 by Michael W. Hoffman. Operating as Hoffman & Associates - Attorneys at Law, LLC, the firm employs roughly 20 professionals including attorneys, CPAs, paralegals, and administrative staff, and is anchored by dual-credentialed attorney/CPAs including founder Mike Hoffman and Partner Joseph B. Nagel. The practice is organized around three integrated service lines: estate planning and probate, business and tax planning, and tax compliance and controversy.

The firm's core offering is full-life-cycle advisory for high-net-worth individuals, families, and small-to-mid business owners, combining wills, trusts, probate administration, entity formation, mergers and acquisitions, succession planning, contract drafting, and IRS/state tax representation. The stand-alone tax practice handles gift, trust, partnership, corporate, and individual returns and represents clients in audits, appeals, and litigation. Documented client outcomes include an $8M+ estate tax settlement, $1.4M in IRS penalty abatement, and a $24M reduction in estate tax exposure on an $85M estate. The firm serves 200+ corporate clients and individuals across Georgia, Florida, North Carolina, Ohio, and Tennessee via multi-state attorney licensing.

The business model is professional services billing — fees are quote-based by matter complexity, with no public fee schedule. GTM is sales-led via referrals, content marketing (blog, quarterly newsletter archive dating to 2012), community involvement, client testimonials, and a website consultation request form. There is no proprietary technology platform; the firm uses Clio Connect for case management and standard content/social channels for marketing. Revenue is not publicly disclosed, and the firm has no institutional investors, parent company, or M&A activity on record.

Name

Hoffman & Associates

Legal name

Hoffman & Associates - Attorneys at Law, LLC

Website

https://hoffmanestatelaw.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Hoffman & Associates is a 34-year-old boutique law and CPA firm in Atlanta that provides integrated estate planning, probate, business law, and tax compliance and controversy services to high-net-worth individuals, families, and small business owners across the Southeast United States.

Ownership category

akta.pro rank

Product category

Estate Planning and Tax Law Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

Keywords

• Estate planning services
• Business law services
• Tax compliance representation
• Probate administration
• Succession planning

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Legal Services - Estate Planning, Probate & Business Law: The firm charges legal fees for estate planning, probate, business formation, mergers and acquisitions, succession planning, and related legal matters. Services are provided by licensed attorneys.
2. Tax Preparation & Planning Services: Stand-alone tax practice handling preparation and filing of gift tax returns, estate returns, trust returns, partnership returns, corporate returns, and individual returns. Also includes tax controversy representation before IRS and state authorities.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Hoffman & Associates is a boutique law firm offering integrated estate planning, business law, and tax services for high net-worth individuals, families, and small business owners. The practice combines licensed attorneys and CPAs to deliver wills, trusts, probate administration, business entity formation, mergers and acquisitions, succession planning, tax preparation across all return types, and IRS and state tax controversy representation. Services are provided on a matter-by-matter basis with consultation-driven engagement across Georgia, Florida, North Carolina, Ohio, and Tennessee.

Product overview

Hoffman & Associates is a boutique law firm offering three integrated practice areas: Estate Planning & Probate, Business & Tax Planning, and Tax Compliance & Controversy. The firm operates as a unified service portfolio where attorneys and CPAs work together to provide holistic planning. They maintain a stand-alone tax preparation practice alongside their legal services, serving over 200 corporate clients and high net-worth individuals. The practice areas are interconnected—estate planning incorporates business succession and tax planning, while business clients receive integrated tax compliance and controversy representation.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning and Probate Full-service estate planning including wills, powers of attorney, healthcare directives, trust formation, and probate administration. Includes estate liquidity planning, tax-efficient asset distribution, and complex estate planning for high net-worth clients using trusts, family LLCs, and gifting strategies. Aimed at affluent individuals, families, and family-owned business owners across multiple states.
• Business and Tax Planning Comprehensive business law services covering entity formation (S Corp, C Corp, LLC, Partnership), mergers and acquisitions, succession planning, contract drafting, and corporate maintenance. Assists small business owners and corporate clients across the full business lifecycle from formation through exit, representing over 200 corporate clients.
• Tax Compliance and Controversy Stand-alone tax practice dedicated to preparation and filing of all tax returns including gift, trust, partnership, corporate, and individual returns. Represents clients in IRS and state tax audits, appeals, and litigation. Includes tax controversy resolution for individuals, businesses, estates, and trusts.
• Corporate Records Maintenance Maintenance of corporate minute books and other legal documents securely for clients, ensuring all corporate formalities are properly documented and maintained as a support service to the Business and Tax Planning practice.
• Contract Drafting Services Drafting of business contracts including commercial leases, franchise agreements, distributor agreements, license agreements, promissory notes, security agreements, asset purchase agreements, stock purchase agreements, employment contracts, and non-competition agreements for business and corporate clients.

Quantifiable outcome

• Successfully reduced an income tax assessment from over $160,000 to $436 through collaborative tax planning
• +6 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• Holland & Knight: National law firm with a strong Atlanta presence and a sizable private wealth services group covering estate planning, trust administration, and tax controversy. Targets the same HNW segment as Hoffman & Associates but with significantly broader geographic and practice-area reach.
• Alston & Bird: Major Atlanta-headquartered full-service law firm with a substantial trusts and estates, tax, and private wealth practice. Competes for the same HNW estate planning work in Atlanta but operates across many additional practice areas at far greater scale.
• Eversheds Sutherland: Global law firm with a deep tax and private wealth practice serving high net-worth families and closely held businesses. Comparable on estate planning, tax controversy, and business succession, though at far larger scale and with international reach.
• Womble Bond Dickinson: Transatlantic law firm with a strong Southeast US presence and dedicated private client / trusts and estates practice. Targets similar HNW estate planning clients across multiple states Hoffman & Associates is licensed in.

Direct peers

• Berman Fink Van Horn: Atlanta-based boutique law firm serving closely held businesses and HNW clients with estate planning, corporate, and tax services. Most directly comparable peer in size, geography, and integrated legal-tax value proposition.
• Krevolin & Horst: Atlanta-based boutique law firm focused on closely held businesses, M&A, and estate planning. Comparable on boutique scale, Atlanta focus, and integrated business-succession and estate planning work.
• Poyner Spruill: Southeast US-based law firm with a focused trusts and estates practice serving HNW individuals and family businesses. Closely comparable on regional orientation, client profile, and integrated estate/business/tax services, though larger.
• Chamberlain Hrdlicka: Tax-focused law firm with strong estate planning and tax controversy practices and attorneys who are also CPAs. Highly comparable to Hoffman & Associates on the dual-credential model and integrated tax/legal service offering, though larger and multi-office.
• Smith Gambrell & Russell: Atlanta-based full-service law firm with a sizable trusts and estates practice serving high net-worth individuals and family-owned businesses. Directly comparable to Hoffman & Associates in client mix, geography, and integrated tax/estate planning offerings, though materially larger.

Regional players

• Miles & Stockbridge: Mid-Atlantic and Southeast-focused law firm with a significant private client practice including estate planning, business succession, and tax. Comparable on integrated HNW and closely held business services across overlapping Southeast jurisdictions, though primarily East Coast.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/HoffmanAssociatesATL

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hoffman & Associates