Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories. 

Accounting

Consulting

HBK CPAs & Consultants

Christopher M. Allegretti

Timothy Adams

Michael Estrich

Matt Heiderman

Joseph Silva

Carl Greenaway Jr.

Dan Mahoney

Linda Evans

Jim Fahey

Jack Walston

The Client Engagement team at HBK CPAs & Consultants is responsible for fostering and maintaining strong relationships with clients, ensuring their needs are met, and driving client satisfaction and retention. This team coordinates closely with various service lines to provide personalized solutions, align client engagements with the firm’s strategic goals, and enhance overall client experience across diverse financial and advisory services offered by HBK.

Client Engagement

Management and Coordination

Leadership Team

Technology and Systems

Client Engagement

About

Team members

Other teams at HBK CPAs & Consultants

Management and Coordination

Leadership Team

Technology and Systems