High Net Worth Individuals

H2R CPA understands the enormous amount of trust involved between a tax advisor and client, and we take the confidence placed in us very seriously with careful consideration of each client’s unique, personal situation.

Our firm's steady growth over the past 60 years, with numerous clients who have been with us since inception, and many others for 20+ years, indicates our focused commitment to Client Satisfaction and the high level of trust our clients place in us.

H2R CPA’s unique position between the large national firms and small accounting practices allows us to provide comprehensive tax return preparation services for High Net Worth Individuals while working closely with each client on a personal basis.

Tax, Wealth Management, Estate Planning and Family Office

No matter how complex your tax situation may be, our team of experienced and knowledgeable tax specialists will work with you to develop the most effective strategy for optimizing your tax position. Furthermore, to derive the most benefit from H2R CPA’s tax expertise, our optional Wealth Management, Estate Planning, and Family Office services are also available to provide a complete package for your overall financial strategy.

Meet Our High Net Worth Individuals Leadership Team

Paul K. Rudoy

CPA/PFS | Partner

Alex M. Kindler

CPA/ABV/CFF/PFS, CVA, MBA | Partner Emeritus

Phillip D. Zlokas

CPA | Partner