About Terry Klein
With over 30 years of experience as a CPA, I'm dedicated to providing exceptional tax and accounting services.
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.
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.
Best Regards,
Terry Klein, CPA
My Approach
I believe in building long-term relationships with my clients based on trust, expertise, and personalized service. My approach is proactive rather than reactive – I don't just prepare your taxes, I help you plan for them throughout the year.
By staying current with the latest tax laws and regulations, I ensure that my clients take advantage of every available opportunity to minimize their tax burden legally and ethically. I take the time to understand your unique financial situation and goals, then develop customized strategies to help you achieve them.
Education & Credentials
As a Certified Public Accountant, I maintain the highest standards of professional excellence through continuous education and adherence to strict ethical guidelines. I regularly participate in professional development programs to stay at the forefront of tax law changes and accounting best practices.
- Certified Public Accountant (CPA)
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the Texas Society of CPAs
Community Involvement
I believe in giving back to the community that has supported my practice over the years. I regularly volunteer my time and expertise to local non-profit organizations and participate in community events. I'm also committed to financial literacy education and occasionally offer workshops to help individuals and small business owners better understand their finances and tax obligations.