Rob Stroud, CPA   

Private Client Services | Tax Partner | Estate Planning & High-Net-Worth Specialist

Schedule a Consultation

CEO in his office

Who I work with

I work closely with high-net-worth individuals and families to help them achieve their financial goals and preserve their legacies through tax and estate planning. I strive to simplify the complexity that comes with multigenerational wealth. If you are looking for a better, easier way to minimize your tax burden to preserve and grow your legacy, perhaps I can be of service.

My specialty

For over 20 years, I’ve served as a financial steward, providing advisory and compliance services for trusts, family partnerships and high-net-worth individuals. My specialties include family tax planning and compliance and trust and charitable planning. I coordinate activities across financial, investment, estate and gift tax planning to provide the best contextual advice and offer clarity to help clients make life decisions with confidence.

Tax Planning Crossword

Results I have delivered

Simply stated, I help my clients minimize taxable income and maximize deductions. Recently, I worked with a client to maximize their QBI deduction by raising their wages. By paying out a bonus payroll to our clients prior to year-end, they were able to take a full 20% deduction on their pass-through income, resulting in $370,000 in federal tax savings.

Unique things about me

I earned my Bachelor of Business Administration from Harding University.


When I am not at work

For me, family is everything. I enjoy watching sports and spending time with my wife and five kids.

People say I am

“I am family-oriented, so serving individuals and their families through trust, estate and charitable planning makes me feel like a trusted family member. I work hard to earn that trust.”


A calm, hard-working and fun financial steward