H2R CPA announced that Phillip D. Zlokas, CPA, was promoted to Tax Director effective November 1, 2021. In his new role, Phil will help lead the firm’s tax client service team and the implementation of ongoing technological advances in tax service delivery. He will also be the key tax technical resource for the firm’s senior managers, the tax team as a whole, and complex client engagements. He will work closely in conjunction with H2R CPA’s tax partners, Paul Rudoy, CPA/PFS and Lucas Rihely, CPA, to ensure the highest level of quality client service.
“Phil has demonstrated outstanding tax technical skills along with a tremendous work ethic,” said Paul Rudoy, Managing Partner of H2R CPA. “He has established great relationships with his clients and all of our team members, and we are confident that he will thrive in this new leadership role,” he added.
“I am humbled by the opportunity to serve as the firm’s Tax Director,” said Phil. “I look forward to taking on new responsibilities, working closely with our tax team members and firm leadership, and further developing trusted advisory relationships with our clients,” 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. 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 thirteen 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, professional sports franchises, 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 is known for 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.