Our Services

Personal Taxes

Your maximum refund — hidden in minor details.

With our extensive knowledge of tax laws & regulations, we provide tailored advice & strategies to help you minimize your tax liability and keep more money in your pocket. Commonly missed tax deductions and credits can often save a client THOUSANDS of dollars. We know where to find serious tax savings.  And we’re obsessive regarding details, crunching numbers, & client experience.  That’s how we’ve built our reputation and that’s how we’ll continue to service our clients.

We will work thoroughly to get to the root of your specific tax requirements & search out commonly-missed deductions, such as state sales taxes, reinvested dividends, charitable giving, retirement contributions & Child and Dependent Care Tax Credits.

Our expertise is matched only by our ability to effectively communicate information & advice. We pride ourselves on our availability & responsiveness and strive to provide clarity to our clients by translating complicated tax lingo into layman’s terms.

Don't let tax season stress you out—let Simon Klein & Co CPAs take care of your personal taxes while you focus on what matters most to you. Contact us today to schedule an appointment and experience the convenience and peace of mind that comes with our personalized tax preparation services.

Small Businesses

Your business is your life, and you take it personally.
And that means we will also!

We know how difficult it is to grow a business while keeping up with your finances.  Daily operations are enough to worry about – and then tax season hits!

Whether your business is a Partnership or S Corp. new or established, small or midsize, you’ll always receive the personal support & exceptional service our team offers.

We offer a complete range of accounting & consulting services to meet the needs of your business, including:

  • Bookkeeping
  • QuickBooks support
  • Payroll
  • Sales tax
  • Entity selection
  • Incorporation support
  • Business consulting.

We are proactive with tax planning at year-end to ensure you in the most favorable tax position when filing your business tax returns. Discover the difference of working with a firm that prioritizes your financial well-being and let us help you navigate the path to prosperity.

Real Estate

Because when it comes to real estate, it’s more than just taxes.
A good real estate accountant can help you to:

Optimize your current investments

By staying up-to-date about the ins and outs of real estate operations.

Make objective business decisions

By using correct asset evaluation and budget analysis.

Help the firm grow

By predicting market trends and giving solid advice about new acquisitions.

Save $ on future projects

By considering the tax implications ahead of time.

We work closely together with real estate brokers, small management companies, fix and flip businesses, medium-sized developers, and large investors and syndicators with over 100 investors. We know what you’re dealing with, and we’re here to help optimize your financial growth.

With a deep understanding of the unique challenges and opportunities faced by real estate professionals, we can help with anything from basic accounting and strategy to tax deferral transactions, passive activity deductions to 1031 exchanges, acquisition due diligence to cost segregation, and everything in between.

Trust us to handle your real estate taxes while you focus on what you do best—building your real estate portfolio.

Tax planning

Tax planning is a critical aspect of financial management for individuals and businesses alike. At our CPA firm, we understand the complexities of the ever-changing tax landscape and offer expert guidance to help you navigate it successfully.

The best time to start planning your tax strategy is right now! When you enlist our help, we’ll get started right away on building a comprehensive and personalized plan aimed at decreasing taxes. For businesses, we make sure your business structure will bring the highest tax savings and find ways to decrease tax exposure in order improve revenues. And for individuals, we maximize after-tax income to put more cash in your wallet.
Some accountants only connect with their clients at tax time but we strive to build a trusted relationship with our clients throughout the year. We work closely with our clients, keeping in touch to proactively manage liabilities while taking the time to understand our client’s unique financial circumstances and long-term objectives.

We recommend Tax Saving Strategies that help you...

Grow and preserve assets by keeping Uncle Sam out of your pockets.

Defer income so you can keep your money now and pay less taxes later.

Reduce taxes on your income so you keep more of what you make.

Reduce taxes on your estate so your family keeps more of what you've made.

Reduce taxes on your gifts so you can give more.

Reduce taxes on your investments so you can grow your wealth faster.

Reduce taxes on your retirement distributions so you can retire in style.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liabilities through careful planning and legitimate tax strategies.

You deserve an accountant who guides you through every financial decision with confidence.
You deserve an accountant who is responsive, dedicated and quick to deliver.  
You deserve an accountant who is committed to developing a long-standing relationship with his clients.

Contact Us

14 Lancaster Way Jackson NJ 08527

1317 Edgewater Dr Suite #2480 Orlando FL 32804

powered by nextbracket.io