Mishawaka, IN – October 7th, 2025 — Hilltop Wealth & Tax Solutions announces that they have acquired Robert Stephens & Company, a respected South Bend accounting firm serving individuals and businesses for decades. The merger expands Hilltop’s tax division and reinforces the firm’s commitment to providing trusted, comprehensive financial solutions across northern Indiana.
“We are honored to carry forward the legacy of Robert Stephens & Company,” said Kimberly D. Williams, MBA, E.A., Partner & Accountant at Hilltop Wealth & Tax Solutions. “Bob and Jim built an incredible reputation for personal service, integrity, and dedication to their clients. At Hilltop, we share those same values, and we are committed to ensuring this transition is seamless for his clients while offering them expanded services and resources.”
As part of the acquisition, several team members from Robert Stephens & Company have joined Hilltop, ensuring continuity of relationships and services. Clients will continue working with the familiar staff they know and trust, now backed by Hilltop’s team of tax professionals and wealth advisors.
Beginning December 1st, 2025, clients of Robert Stephens & Company will be served from Hilltop’s Mishawaka headquarters, located at 4100 Edison Lakes Parkway, Suite 225, with access to Hilltop’s additional offices across Indiana, Michigan, and Florida.
“This merger reflects Hilltop’s long-standing mission of aligning taxes, accounting, and investments under one roof so clients can simplify their financial lives,” Williams added. “We are excited to welcome Robert Stephens & Company staff and clients into the Hilltop family!”
For more information and to access client resources, visit: hilltopwealthtax.com
About Hilltop Wealth & Tax Solutions
Hilltop Wealth & Tax Solutions is an independent fiduciary financial firm with over 30 years of experience helping individuals, families, medical professionals, and businesses align their investments, taxes, and retirement income. With offices in Indiana, Michigan, and Florida, Hilltop provides comprehensive services including wealth management, tax preparation and planning, accounting, bookkeeping, and payroll.
Media Contact:
Taylor Nichols
Marketing & Business Development Manager
Hilltop Wealth & Tax Solutions
Phone: (574) 889-7526
Email: taylornichols@hilltopwealthtax.com
Hilltop Wealth & Tax Solutions provides tax and bookkeeping services. Clients of Hilltop Wealth are advised there is a conflict of interest in that there is an economic incentive to recommend Hilltop Tax. Hilltop Wealth professionals strive to put their clients’ interests first and foremost, and clients may utilize tax and accounting services of their choosing. Endorsements by clients of Hilltop Tax Services may not reflect the views expressed by other clients. Endorsements are based on unique experiences and are not representative of all client experiences. Endorsements are solicited for Hilltop Tax services. Should a prospect hire Hilltop Tax services based on the endorsement by a Hilltop Wealth client, the endorser will receive a $25.00 Amazon gift card.
