Tax & Accounting Services
We are an independent, full service accounting and
consulting firm specializing in tax services, quickbooks and
accounting, IRS/FTB representation, estate planning, trusts,
incorporating and personal service to help you grow your
business.
In addition we offer Real Estate, Mortgage, Investment
Services and Financial Planning.
As an entrepreneur, your business is your passion. Unless
you are also an accountant, that passion probably doesn't
include daily bookkeeping and balancing accounts. Often
entrepreneurs and business owners want to stay away from
daily bookkeeping work and focus on their business, but
having an eye on your current financial picture is also critical
to running your business successfully.
Our mission is to help you succeed through innovative
planning and personal service which will make your life
easier and more profitable. Leave the accounting and tax to
us!
Please feel free to visit this site to find out more about us and
the services that we provide. We are just a phone call or an
e-mail away.
Jeffrey H. Klein, CPA, MST
Jeffrey is a California CPA
with a B.A. in Accounting
from Michigan State
University and a Masters in
Taxation from Golden Gate
University. Jeffrey is also a
member of the AICPA and
CA society of CPAs.
 | | Financial statements
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 | | Bookkeeping and payroll
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 | | General ledger
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 | | Bank reconciliation
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 | | New business startup
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 | | QuickBooks consultant |
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Jeffrey H. Klein CPA, Inc.
An Accountancy Corporation