Dear Clients, Partners, and Friends,

We begin 2022 with a grateful heart as we celebrate another year of serving each of our clients, partners, and friends. In celebrating our 30th year anniversary this past year, we launched our new name Hext Financial Group, and we intend to keep that momentum going in 2022! We were blessed to have a terrific year in 2021, and we congratulate many of our clients in their success as well.

We believe trust is the foundation of our relationship with each of our clients, and our people are our greatest asset. There is a war for talent right now sweeping through our city, our state, and our nation, and unfortunately, we have not been immune to its effects. I wanted to inform you of the recent departure of former Tax Director, Mark Levine, and Tax Manager, Karissa Levine, who left our Firm in late December. During their 5+ years with our Firm, they had the pleasure of training, growing, and promoting several tax managers, seniors, and staff who remain an integral part of our team as we head into 2022.

Part of our recent growth has meant that some things are going to change, and it is how we handle that change that defines who we are. We continue to move forward and provide the same Tax expertise and advice as we have for the past 30 years. Earl Clements, Director of Tax Services, as well as Nathan Rizk, Tax Manager will lead our Tax department as we search for an interim Tax Director this winter. Earl and Nathan have over 45 years combined experience in tax compliance and stand ready and able to assist our tax clients in 2022, with the help of our dedicated staff.

In other news around the Firm, our Investment Bank, Hext Capital Partners has shown strong activity and growth in 2021, much of which has moved into Q1 of 2022. I will be delighted to announce closings of transactions that have been in the works, in the coming months.

One of the blessings that came from 2020 was the hiring of our Director of Business Development, Joe Gordian. Joe began with our Firm at an unprecedented and unpredictable time, but that was no match for the former Harvard football captain. Joe’s drive and positive attitude have been just what the doctor ordered as we pushed through the COVID pandemic as a united Firm. Joe is available anytime to discuss new projects and networking with our clients, partners, and friends.

Our focused, disciplined approach and experienced professionals are the trademarks of our work. Our 30-year track record reveals not only our success, but the success of our clients. We’re in this business because we love what we do, and we know you will, too. We remain available to help each of you on any financial reporting, tax compliance, tax planning, corporate finance, or M&A need that you may have.

We look forward to continuing to deliver focused, value-added services and being a part of your success in 2022 and beyond!

Sincerely,

Greg Hext

CEO

‍