Business Details
30 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Hajek & Hajek CPA has been delivering strategic tax, planning, and investment solutions for successful business owners for 25 years. Established in 1996 as a traditional accounting firm, we transitioned in 2005 to focus exclusively on CFO services, combining CPA expertise with financial strategy to meet both compliance and growth objectives. Our team of certified professionals specializes in business consultation, asset protection, intergenerational planning, exit strategies, tax management, and wealth accumulation, utilizing hands-on methodologies to address operational challenges and maximize profitability. With deep local market knowledge and a client-centric approach, we serve businesses across industries, prioritizing transparency, ethical practices, and long-term client relationships.Our founders and senior staff bring decades of combined experience in accounting and financial consulting, establishing us as a trusted advisor for business owners seeking to transition or expand their enterprises. Client testimonials consistently highlight our ability to provide personalized guidance, improve financial outcomes, and maintain rigorous compliance standards. As active participants in professional associations, we stay at the forefront of industry developments to deliver innovative solutions tailored to each client's unique needs.
Services
Asset Protection
Business Consultation
Exit Planning
Intergenerational Planning
Part-Time CFO
Tax Management
Wealth Management
Estate Planning
Financial Consulting
Strategic Planning
Details
- Year established: 1996
Highlights and features
- 25 years of specialized experience in business tax and financial consulting
- Customized CFO services tailored to business growth and succession planning
- Proven track record in implementing strategic tax reduction methodologies
- Owner-focused approach combining accounting compliance with business strategy
- Recognized for personalized client relationships and measurable financial outcomes
What people say
Instrumental in my success
Sincere thank you
Proactive approach
20+ years of service
Expertise and service
Services
Asset Protection
Our asset protection services utilize insurance and succession strategies to preserve business value across generations. We develop customized plans that shield assets from liabilities while maintaining operational flexibility. Clients benefit from comprehensive risk assessment and strategic implementation that aligns with both business and personal financial goals.
Tax Management
We provide real-time accounting and strategic tax planning to optimize business financial performance. Our CPAs specialize in minimizing tax liabilities while ensuring full compliance with regulatory requirements. Services include preparation, filing, and interpretation of complex tax regulations tailored to business operations.
Wealth Management
Our wealth management network implements sound financial strategies for asset accumulation and retirement planning. We coordinate investment management with business growth objectives, creating integrated plans that address both corporate and personal financial needs through professional third-party partnerships.
Exit Planning
We develop comprehensive exit strategies addressing tax, legal, and operational aspects of business transitions. Our plans ensure maximum value realization while facilitating smooth ownership transfers to successors or buyers through structured implementation timelines.
Business Consultation
Our CFO services combine strategic planning with operational analysis to enhance market position and profitability. We implement systems for measurable goal tracking and provide ongoing support for business expansion decisions and financial optimization opportunities.
People
Michael W. Hajek III
Chief Financial Officer
With 25+ years in accounting and financial strategy, Michael leads our firm's advisory services, specializing in business growth optimization and tax planning. He oversees client relationships and financial consulting strategies.
Karen Hajek
Managing Partner
As managing partner, Karen directs firm operations and client service delivery, leveraging her CPA expertise to maintain our quality standards and professional development programs for staff.
Matthew White
Senior Tax Manager
Matthew specializes in complex tax compliance and planning for businesses, bringing 15+ years of experience in optimizing tax strategies while ensuring regulatory adherence for corporate clients.
Joi Dubin
Tax Manager
With expertise in tax compliance and preparation, Joi manages tax service delivery for mid-sized businesses, focusing on maximizing refunds and minimizing liabilities through strategic filings.
Eric Borow
Senior Client Manager
Eric serves as primary contact for major clients, coordinating service delivery across tax, accounting, and financial planning disciplines while maintaining client relationships and satisfaction.
Questions
What accounting services do you specialize in for businesses?
We specialize in strategic tax planning, CFO services, business consulting, asset protection, and succession planning tailored to business owners' needs.
How does your part-time CFO service benefit small businesses?
Our part-time CFO service provides strategic financial guidance and operational oversight at a fraction of hiring a full-time executive.
What distinguishes your firm from standard accounting practices?
We combine traditional accounting with proactive financial strategy, focusing on long-term business growth and personal financial security.
Can you help with multi-generational business transitions?
Yes, we specialize in intergenerational planning to ensure smooth business transfers while protecting family assets and values.
Do you handle both business and personal financial planning?
Yes, we integrate corporate and personal financial strategies to create comprehensive wealth management solutions for business owners.
What experience do your CPAs have in business tax planning?
Our team has 25+ years of experience providing tax optimization strategies for businesses, with expertise in complex compliance matters.
