Services

Strategic CPA, advisory, and financial leadership.

Tax, audit, wealth, and CFO‑level guidance — framed around the decisions our clients are actually making, not the cycles a calendar imposes.

01

Tax Planning

Move on the opportunity before it expires.

Year‑round planning so every business move — hiring, capital, acquisitions, distributions, transitions — is shaped with the tax picture already on the table.

  • Mid‑year and Q4 tax projections
  • Entity structure & owner compensation strategy
  • Multi‑entity coordination
  • Quarterly estimated payment guidance
  • Real‑estate, capital, and equipment timing
  • Year‑end optimization opportunities
02

Tax Preparation

Filed with the strategy already done.

Federal, state, multi‑state, and entity returns prepared with the planning conversation already behind us — not as a year‑end discovery exercise.

  • Business returns (S‑corp, C‑corp, partnership, LLC)
  • Individual & joint household returns
  • Multi‑state filings
  • Trust, estate, and gift returns
  • Coordinated business and owner filings
  • Quiet, on‑time delivery
03

Audit & Assurance

Confidence that holds up to outside scrutiny.

Audit, review, and attest engagements for businesses, lenders, and nonprofits that need numbers that stand up under examination.

  • Financial statement audits
  • Reviews and compilations
  • Nonprofit audits
  • Employee benefit plan audits
  • Agreed‑upon procedures
  • Internal controls assessments
04

Wealth Creation & Management

The business, the household, and the legacy in one plan.

Coordinated wealth strategy across the company, the family, and the next generation — so each decision strengthens the others.

  • Long‑term wealth strategy
  • Owner compensation & distribution planning
  • Estate, gift, and legacy coordination
  • Retirement plan strategy
  • Tax‑aware investment coordination
  • Family financial governance conversations
05

Business Advisory

A trusted voice on the calls that matter.

The strategic conversations behind every meaningful move — pricing, hiring, growth, partner dynamics, acquisitions, and transition.

  • Quarterly strategy reviews
  • Profitability & margin analysis
  • Owner compensation (S‑corp) review
  • Acquisition modeling & due diligence support
  • Succession & exit planning
  • Coordination with attorneys & wealth advisors
06

Financial Consulting

CFO‑level thinking when you need it most.

Operator‑grade financial leadership — forecasting, capital, and the conversations that follow a hard quarter or a major opportunity.

  • Forecasting & financial modeling
  • Capital structure & debt analysis
  • Cash flow & working capital strategy
  • Acquisition / divestiture modeling
  • Banking & lender relationships
  • Board & investor financial communication
07

Accounting Services

Clean numbers behind every decision.

The operational financial cadence growing companies depend on — closes that happen on time, reports that reflect reality, and a team that answers the phone.

  • Monthly close & reconciliation
  • Management reporting
  • Chart of accounts design
  • Payroll coordination
  • 1099 preparation & filing
  • Year‑round bookkeeping support
08

Nonprofit Services

Stewardship for organizations built to serve.

Audit, assurance, tax, and advisory tailored to the nonprofits shaping the South Bay and greater San Diego community.

  • Nonprofit audits & reviews
  • Form 990 preparation
  • Board financial reporting
  • Grant & funder reporting support
  • Internal control guidance
  • Long‑term financial planning
A note on fit

A long‑term advisor relationship, on purpose.

HNK isn't built for one‑off filings. Our best work happens with business owners and established families who want the same trusted advisors year after year — through growth, transition, and the decisions in between.

If you're weighing an acquisition, a transition, a sale, or simply wondering whether your financial picture is set up the way it should be — that's the conversation we want.

Next step

Experience matters when the stakes get bigger.

Start with a conversation. We'll listen first, ask the right questions, and tell you honestly whether HNK is the right team for what you're navigating.