A boutique CPA firm serving real estate investors, business owners, and professionals who value precision, proactive advice, and exceptional service.
Business and personal tax return preparation, including proactive planning throughout the year.
Helping business owners understand their numbers, improve profitability, and make better decisions.
Professionally prepared financial statements for lenders, investors, and internal decision-making.
Audits, liens, levies, settlements, penalty abatement, installment agreements, and payroll tax matters. We handle it all.
Many business owners feel like they're making important financial decisions without enough guidance. Their CPA files the returns, but opportunities get missed, questions go unanswered, and tax planning becomes an afterthought. We exist to change that.
SIMON KLEIN CPAOur company is founded on two promises.
First, to ensure that your compliance needs are met and your tax structure is optimized through proactive tax planning and innovative ideas.
Second, by delivering a different brand of customer service. We pride ourselves on providing the responsiveness, communication, and attention to detail every business owner should expect from their CPA.
We work with a diverse client base, and while our core services remain consistent, our familiarity with the specific tax considerations of each industry allows us to provide more targeted, effective advice.
Consistent follow through, timely responses, and a firm that never drops the ball. You'll always know where things stand.
Strategic and proactive tax planning to ensure you never overpay.
Business and personal accounting, seamlessly completing your financial picture.
Reactive accounting has a price — it is simply one you don't see on an invoice. When no one is planning ahead on your behalf, the cost shows up in other ways.
The real value is having someone I can call before making a major business decision.
For years, our accountant filed the returns and that was the end of the conversation. Simon took a completely different approach. He reviewed our year-to-date numbers, identified planning opportunities we had never discussed before, and helped us make decisions throughout the year instead of after the fact. The tax savings alone justified the fee, but the real value is having someone I can call before making a major business decision.
Read more +I can't stress how much we have personally benefited from their incredible client service and quick turnaround time.
We are a medium sized real estate investment and syndication firm with extensive experience in the industry. Their commitment to client satisfaction has proven to be an invaluable asset to our business. You can expect prompt responses, proactive guidance, and utmost professionalism throughout the engagement.
Read more +I feel like I have someone in my corner year-round.
My previous CPA filed the returns and that was about it. With Simon, I feel like I have someone in my corner year-round. He answers my questions quickly, keeps me informed, and brings ideas to the table instead of waiting for me to ask.
Read more +Book a consultation and we'll review your situation, explain your options, and show you exactly where you stand. You'll get clear answers, a defined plan, and confidence in the path forward.