Hoffman, Stewart & Schmidt, P.C.

Hoffman, Stewart & Schmidt, P. C. is a U. S.

-based accounting firm that offers a wide range of financial services, including tax preparation, financial consulting, and retirement plan audits, tailored to the needs of its clients. Founded in 1979 in Lake Oswego, US, Hoffman, Stewart & Schmidt, P. C. specializes in accounting and advisory services.

The firm has undergone no significant pivots in business strategy. Currently, it operates without any known subsidiary or parent company. In January 2026, Aprio, LLP, a portfolio company of Charlesbank Capital Partners, acuqired Hoffman, Stewart & Schmidt, P. C.

Hoffman, Stewart & Schmidt, P. C. (HSS) specializes in providing comprehensive accounting and advisory services tailored to meet the diverse needs of its clients. The firm's core offerings include tax planning and preparation, financial consulting, retirement plan audits, and services specifically designed for nonprofit organizations and closely held businesses.

By leveraging advanced technologies and staying updated on the latest accounting practices, HSS ensures that it delivers unparalleled support to its clientele, which primarily includes local businesses, nonprofit entities, and individual clients across various sectors. The firm’s commitment to understanding client needs enables them to offer customized solutions that enhance operational efficiencies and compliance with financial regulations. With a focus on the Portland metropolitan area and the broader Oregon region, HSS serves clients seeking to optimize their financial health and achieve sustainable growth. Hoffman, Stewart & Schmidt, P.

C. operates on a transactional revenue model primarily based on professional fees for services rendered. Revenue is generated through various engagements, which can include fixed fee agreements for specific projects, hourly billing for consulting services, and retainer arrangements for ongoing advisory support. The firm's service offerings, such as tax planning and retirement plan audits, typically involve detailed assessments and bespoke strategies tailored to the client's unique financial landscape.

While specific pricing details for services are not disclosed, the firm’s clientele expects transparent pricing structures commensurate with the level of expertise and service quality provided. HSS’s revenue is driven by the firm’s ability to foster long-term relationships with clients, ensuring repeat business and sustained growth within the accounting and consulting space.