Haney CPA and Financial Group Overview

  • Founded
  • 1986

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Haney CPA and Financial Group General Information


Provider of tax advisory, tax preparation, auditing and compliance, estate planning and business advisory services intended to provide organizations with their business needs. The company's activities include providing businesses with financial advisory, financial planning, auditing, tax management and bookkeeping services, enabling businesses to take their financial accurately.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Consulting Services (B2B)
Primary Office
  • 7510 East
  • 82nd Street
  • Indianapolis, IN 46256-1410
  • United States

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Haney CPA and Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Haney CPA and Financial Group Executive Team (5)

Name Title Board Seat Contact Info
Richard Crist Chief Operating Officer
Greg Haney Owner & Managing Partner
Kelly Haney Collier Senior Manager & Controller
Jill West Project Manager
You’re viewing 4 of 5 executive team members. Get the full list »