About Ludwig Klewer & Rudner PLLC
<p>In Tucson, Ludwig Klewer & Rudner PLLC works with individuals and businesses across Southern Arizona on tax and accounting needs.</p> <p>The firm provides tax preparation and related accounting support for a mix of industries, with a practical, problem-solving approach. Clients typically come to the team for ongoing guidance during the year, not just at filing time.</p> <p>While it is not positioned as a retirement plan audit specialist, many employers looking for <a href="/retirement-plans">retirement plan providers</a> also need a CPA firm for business accounting and tax work. Ludwig Klewer & Rudner PLLC’s differentiator is its focus on personalized service and creative thinking on client-specific situations.</p> <p>Phone: (520) 545-0500. Website: <a href="https://www.lkrcpas.com/">https://www.lkrcpas.com/</a>.</p> <ul> <li>Tax planning and tax preparation</li> <li>Business accounting support</li> <li>Financial guidance for individuals and business owners</li> <li>Works with clients across multiple industries</li> </ul>
Website: https://www.lkrcpas.com/
Office Locations
- Tucson, AZ (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 20
- Total AUM Audited: $721.6M
- 401(k): 20 plans, $721.6M AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TMC HEALTHCARE 401(K) PLAN | TMC HEALTHCARE, AZ | $379M | 5,659 |
| PIONEER TITLE AGENCY, INC. 401(K) PLAN | PIONEER TITLE AGENCY, INC., AZ | $65M | 826 |
| ATRIA WEALTH SOLUTIONS 401(K) PLAN | ATRIA WEALTH SOLUTIONS, INC., NY | $57M | 599 |
| WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN | WATERMARK RETIREMENT COMMUNITIES, LLC, AZ | $54M | 2,946 |
| LEONARDO ELECTRONICS US INC. 401(K) PLAN | LEONARDO ELECTRONICS US INC., AZ | $50M | 244 |
| 403(b) Retirement Plan | Healthcare Sponsor, AZ | $34M | 197 |
| 403(b) Retirement Plan | Manufacturing Sponsor, AZ | $28M | 593 |
| 401(k) Retirement Plan | Professional Services Sponsor, AZ | $18M | 843 |
| 401(k) Retirement Plan | Technology Sponsor, AZ | $16M | 151 |
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