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Individuals

Working together to put your goals within reach.

If you want to meet your goals, it’s best to have a plan – and that’s where HKA excels.

Many of our clients start with a Planning Day. We’ll take the time to understand all aspects of your life. We’ll learn what gets you out of bed in the morning, and what keeps you going all day long.

From there, we’ll create a suite of customized services that can involve your attorney, your financial advisor and any others who help you plan for the future. Our goal is to help you emerge with a solid, actionable plan for the future.

We’ll answer questions like:

  • What’s on your bucket list?
  • How do you want to care for future generations?
  • What are your philanthropic goals?
  • Do you have long-term care plans?
  • Do you have a trust? And if you do, is it aligned with your current needs?

Meet your HKA team.

The right level of service for your needs.

Once we understand your needs and where you’re headed, we’ll work together to create the right path forward.

Gold

You have questions – and you’ll have the opportunity to get the answers you need each quarter. We’ll discuss your goals and offer expert advice alongside business and individual tax services.

Silver

Meet with our team twice per year for a check on your goals and get the advice you need to move forward in addition to business and individual tax services.

All levels of service include of a broad range of accounting services, including:

  • Annual tax returns
  • Monthly bookkeeping
  • Audits, reviews, compilations, and agreed-upon procedures
  • Accounting system conversions and setup
  • Custom quarterly estimated tax calculations
  • 1099 filing
  • Payroll setup and monitoring
  • Sales and use tax filing

Your future beings today.

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