We are thrilled to share some exciting news. On May 1st, Heintzelman Accounting Services will merge with Baker Holtz, creating a dynamic partnership that will elevate our services and offerings to new heights.
We’ve had a longstanding relationship and worked closely with the Baker Holtz team, and we’re confident that our mutual trust and collaboration will set us up for success—both for our teams and our clients.
This merger represents a significant milestone in our journey, and we are filled with gratitude for your unwavering support and trust throughout the years. Your loyalty has been the reason for our success, and as we begin this new chapter, we want to express our deepest appreciation for your business and partnership.
At HAS, our commitment to providing exceptional financial solutions has always been at the forefront of everything we do. By joining forces with Baker Holtz, we are excited to enhance the value we deliver to our clients.
Together, we will leverage our combined resources, knowledge, and experience to offer a broader range of services tailored to meet your business’ needs. Whether you require tax planning, bookkeeping, business consulting, or any other financial services, rest assured that our team will continue to provide the same personalized attention and expertise you have come to expect.
Our shared values of integrity, professionalism, and holistic approach will remain unchanged—guiding us as we navigate this transition (and beyond). We’re committed to ensuring a seamless integration process with minimal disruption so that you can continue to rely on us as your trusted advisors.
FAQ
Q: What will happen with the client portal & documents?
A: The client portal is available at least until the end of the year. It would be a good idea to plan to download them for your internal records on or before the end of 2024. We will send notifications 60 & 30 days out of these items being removed. For current clients, documents and other portal items will be transferred to the Baker Holtz portal.
Q: Which staff members are moving?
A: Sheila, Brendan, and Wendy will be hired and transition to Baker Holtz staff.
We encourage you to reach out to us with any questions or concerns you may have, as your satisfaction and comfort remain our top priority.
Once again, we want to express our heartfelt appreciation for your continued support and confidence in our services. We are so grateful for the opportunity to serve you, and we look forward to building an even brighter future together as part of the HAS and Baker Holtz team!
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