Heather Kovalsky, CPA

Building financial security takes years. Losing it to an unexpected tax liability, a poorly structured transaction, or an unresolved controversy can happen much faster. For over 20 years, Heather has been the advisor clients turn to when the stakes are high and the details matter. As Partner at HBK CPAs & Consultants, formerly Brimmer, Burek & Keelan, LLP, she sees firsthand what keeps clients up at night:

• High net worth tax planning that requires a strategy as individual as the person behind it
• Business transactions where the difference between a good deal and a great one is in the tax structure
• Trust and estate obligations that demand precision today to avoid costly problems tomorrow
• Federal and state tax controversies that need someone who will go to bat for you — and win

Heather has helped clients across some of the most varied industries find their way through these exact situations.

Her practice spans professional services, legal and medical groups, commercial and residential real estate, trusts and estates, retail and restaurant, and media and entertainment — a breadth that gives her an unusually wide lens when assessing a client’s full picture. Recognized as a seminar leader and lecturer in taxation, Heather brings the same clarity to a room full of professionals that she brings to a one-on-one client conversation.