Simon Klein & Co. — Certified Public Accountants
OUR SERVICES

Designed to preserve more of your income

Tax planning, compliance, advisory, and IRS representation for business owners who want clear answers and proactive guidance.

Tax planning icon
I
Tax Compliance

Accurate filing. Optimised outcomes.

Business and personal tax returns backed by thoughtful planning and careful attention to detail, with a focus on helping you keep more of what you earn.

Book a consultation →
Under this service
Individual Tax Returns
Business Tax Returns
Trust & Estate Returns
Non for Profit Returns
Multi-State Filings
Tax Planning
Business advisory handshake icon
II
Business Advisory

Better decisions. Stronger business.

Business owners are faced with important decisions every day. We provide ongoing financial guidance to help business owners understand their numbers, identify opportunities, and support sustainable growth.

Book a consultation →
Under this service
Quarterly Advisory Meetings
Strategic Planning
Cash Flow Analysis
Budgeting & Forecasting
Business Growth Planning
Entity Structure Review
Profitability Analysis
Forensic Accounting
Financial statements chart icon
III
Financial Statement Preparation

Professionally prepared financials you can rely on.

Whether you need financial statements for a bank loan, investor reporting, or internal planning, accuracy matters. We prepare clear, professional financial statements that help business owners understand where they stand and provide lenders and other third parties with the information they need.

Book a consultation →
Under this service
Compiled Financial Statements
Reviewed Financial Statements
Financial Statements for Bank Financing
Year-End Financial Reporting
Management-Use Financial Statements
Agreed Upon Procedures
IRS representation document icon
IV
IRS Representation

Experienced representation for complex IRS matters.

We represent individuals and businesses facing audits, collections, payroll tax issues, and other tax disputes, providing clear guidance and a practical path toward resolution.

Book a consultation →
Under this service
Offers in Compromise
Installment Agreements
Penalty Abatement Requests
IRS Audit Representation
Back Tax Relief
Innocent Spouse Relief
IRS Appeals
Unfiled Tax Returns
Tax Liens and Levies
Collection Matters
Wage Garnishment Resolution
Payroll Tax Compliance
Currently Not Collectible
Industries

Trusted by businesses across a wide range of industries

We work with businesses, investors and individuals facing complex tax and financial decisions. Our experience across several core industries allows us to provide advice that is practical, relevant and tailored to each client’s situation.

01

Real Estate

Investors · Syndicators · Developers · Fix-and-Flip Operators · Rental Property Owners

02

Healthcare

Nursing Homes · ABA Providers · Multi-Site Practices · Healthcare Groups

03

Small Business

Retail & Wholesale · E-commerce · Construction · Professional Services

04

Individuals & Families

Personal Tax Returns · Multi-State Filings · High-Net-Worth Tax Planning

Move forward with financial confidence.

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.