William Dunn, MST

A CPA with 13+ years across large and small firms serving businesses and their owners, Bill brings versatile expertise to tax planning, compliance, and consulting. As Principal at HBK’s Holmdel, New Jersey office since 2026, he serves small to medium-sized businesses with practical tax planning that considers evolving tax changes and real-world business constraints.

Here’s how Bill delivers exceptional results:

• Practical Tax Planning: Considers evolving tax changes while providing realistic, implementable strategies
• Client-Focused Communication: Listens to client needs and delivers relevant tax considerations rather than generic advice
• Staff Development: Builds team members’ skills and advances them to promotion, ensuring organizational excellence
• Management Leadership: Serves as management team member while mentoring staff throughout their careers

Bill understands the diverse challenges facing complex, growth-oriented organizations:

• Businesses requiring thoughtful ownership structures and compensation planning strategies
• Companies navigating operational complexity, multi-location footprints, and specialized accounting considerations
• Professionals managing multiple income streams alongside evolving compliance requirements
• Organizations seeking to optimize asset portfolios, tax strategy, and entity structures

His track record demonstrates exceptional reliability:

Organizational excellence in managing complex timelines and unwavering commitment to deadlines—essential for business owners who depend on timely filings for financing, distributions, and strategic decisions.

His thought leadership contributes to client education:

Participation in client webinars on new partner tax considerations demonstrates proactive commitment to keeping clients informed about emerging issues.

Beyond professional excellence, Bill brings authentic family commitment. Married with three children and having moved to the Jersey Shore in 2022, he understands lifestyle priorities driving business owners’ decisions. His interests in sports, playing with his kids, and lacrosse reflect balanced approach and family values he shares with many clients.