H2R CPA announced that Phillip D. Zlokas, CPA, has been promoted to Tax Partner effective January 1, 2023. As partner, Phil will be an integral member of the firm’s new generation of leadership, working together to chart an innovative course for the firm’s future as part of a comprehensive succession plan.
In his new role, Phil will expand upon his leadership of the firm’s tax client service team and the implementation of ongoing technological advances in tax service delivery. On a day-to-day basis, he will expand his role as a key tax technical resource for the firm and the tax team as a whole, as well as for complex client engagements. He will further increase his efforts in collaboration with H2R CPA’s current tax partners, Paul Rudoy, CPA/PFS and Lucas Rihely, CPA, to ensure the highest level of quality client service.
“Phil has been a key member of our firm’s emerging leadership team for several years and we are pleased to now call him partner,” said Paul Rudoy, Managing Partner of H2R CPA. “He has proven his ability to cultivate excellent client relationships, solve challenging problems with new approaches, and provide valuable mentorship for many of our team members. His talents will be a welcome addition to the partnership,” he added.
“I am honored and excited to start this new chapter as a partner with the firm,” said Phil. “I am especially appreciative of the mentors I have had and those who have helped me achieve this goal. I look forward to working more closely with the partner group to build upon the firm’s 65 years of success, with a focus on client experience, technology optimization and team member engagement,” he continued.
Phil Zlokas joined H2R CPA in February 2018 through the firm’s merger with Sobol Veltum & Associates, where he had honed his skills as an accountant for over five years, on top of more than three prior years of public accounting experience. Most recently serving as H2R CPA’s Tax Director, Phil graduated from Robert Morris University with a Bachelor’s Degree in Accounting and Taxation in 2008 and became a Certified Public Accountant (CPA) in 2013.
Over the course of the past fourteen years, Phil has developed a specialized talent in providing tax services and consulting to high net-worth individuals, partnerships and corporations in various industries including oil and gas, sports and entertainment, residential and non-residential real estate, and construction. He is also experienced with the management of IRS examinations for both high net-worth individual taxpayers and business entities. Phil most enjoys building trusted relationships with his clients and providing value for his clients through his commitment to understanding his clients’ business operations and goals, allowing him to apply a proactive, targeted approach to tax planning to help clients minimize their tax obligations.