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Hilltop Tax is Growing

Hilltop Tax is pleased to announce it recently acquired William R. Hanna, CPA, PC — a long-time, South Bend-based public accounting firm serving businesses and individual clients. The move allows Hilltop to continue growing and expanding its offerings.

Hilltop Tax Solutions has acquired William R. Hanna, CPA, PC, a public accounting firm serving businesses and individual clients.

Formerly based in South Bend, Certified Public Accountant Bill Hanna will continue to serve clients from Hilltop Tax’s office at Edison Lakes in Mishawaka (3500 Park Place West, Suite 300).

The acquisition further expands Hilltop Tax’s capability to provide accounting, bookkeeping, and tax services — and investment management and financial planning services through its sister firm, Hilltop Wealth Solutions.

“The addition of William R. Hanna, CPA, PC marks the continuation of growth for how we serve clients,” said Hilltop Wealth & Tax CEO Erik Brenner. “As our patrons’ financial lives become more complex, we’re working to anticipate and adapt to their needs.”

As Registered Investment Advisors, Hilltop Wealth Solutions has supported individuals, families, and small businesses in managing and growing their assets to maximize retirement income and build generational wealth for nearly 30 years.

Hilltop Tax Solutions is located at 3500 Park Place West, Suite 300 in Mishawaka — just around the corner from Edison Parks’ neighbor, Hilltop Wealth!
Hilltop Tax Solutions is located at 3500 Park Place West, Suite 300 in Mishawaka — just around the corner from Edison Parks’ neighbor, Hilltop Wealth


Every friend that you refer to Hilltop Tax will get $25 off —
and we’ll give you $25 off as well!

It has become something of a running joke that a good accountant is hard to find. We’re here with hard-won knowledge and forward-thinking strategies to help save time and avoid year-end surprises.


Hilltop Wealth Solutions is a registered investment adviser. This is not intended to be relied upon as investment advice, nor an offer to solicit to buy or sell any securities.

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.