Expert Tax & Accounting Services for Your Success
Welcome! For more than 30 years I have worked as a CPA with individuals, businesses and non-profits. I invest countless hours each year on education, reading statutes and tax code, reviewing case law, and collaborating with other top tax consultants and attorneys to provide my clients the absolute best in Tax Planning and Tax Preparation.
Terry Klein, CPA
What Clients Say on Google
Don't just take our word for it. See what our clients have to say about our services.
a month ago
As a small business owner, it's so important to me to make sure my taxes are both accurate and completed in a timely manner. Terry does both. My employment attorney referred me to her, so I already had a good sense that Terry would provide excellent service.
Brittany Fellwock
a month ago
We were fortunate to meet Terry years ago as we needed her expertise to help us navigate through our day to day operations, ie., taxes, best solutions for business. She is an excellent communicator, loves to help with anything you don't understand, and makes it easier to become better organized.
Elizabeth Moulds
6 months ago
I highly recommend Terry for anyone seeking a reliable and knowledgeable CPA. After experiencing issues with a previous tax preparer, I turned to Terry, and she quickly resolved all my concerns, providing me with much-needed peace of mind.
Vinnie Kaur
Comprehensive Financial Solutions
We offer a wide range of services to help you achieve financial success and peace of mind.
Tax Planning & Preparation
Strategic tax planning and preparation services for individuals and businesses to minimize tax liability.
Business Accounting
Comprehensive accounting services including bookkeeping, financial statements, and payroll management.
Financial Advisory
Expert financial guidance to help you make informed decisions and achieve your financial goals.
Retirement Planning
Personalized retirement planning strategies to secure your financial future and maximize benefits.
Estate Planning
Comprehensive estate planning services to protect your assets and provide for your loved ones.
Business Consulting
Strategic business consulting to help you optimize operations, improve profitability, and achieve growth.
Financial Clarity for Your Business & Personal Success
We provide comprehensive accounting, tax planning, and financial advisory services tailored to your unique needs.
Whether you are a Small Business owner, Real Estate Agent/Broker, Real Estate Investor, Consultant or need a CPA for personal reasons, I understand how the latest tax legislation and tax strategies affect you, your investments and your business. I help clients save thousands on their taxes year after year.
Contact me at Terry@TerryKleinCPA.com and let's have a conversation about your situation. I will leverage my expertise in tax, accounting and business strategy to help you achieve your personal and financial goals. I look forward to being your trusted resource.
Ready to Take Control of Your Finances?
Schedule a consultation today and let us help you achieve your financial goals.