Harold Kleinman, CPA

Tax Advisor & Client Service Associate

Harold joined Monument in 2024 as a Tax Advisor at Monument Group Tax Advisors. He also assists the client service and operations team at Monument Group Wealth Advisors. 

Prior to joining the Monument Group, he worked in public accounting in the Boston area for over nine years with a focus on tax preparation and planning for high net worth individuals, business owners, and their families. In his prior firm, he assisted in assurance work for private equity firms. He was also an active member of the internal technology management team. 

Harold earned his CPA license in 2016 and is a member of the American Institute of Certified Public Accountants and Massachusetts Society of Certified Public Accountants. Harold earned his Bachelor’s degree in Economics and International Relations from Boston University, and Master’s degree in Accounting from Boston College.

Harold lives in Natick and enjoys hiking and trying new restaurants.