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Robert J. Klein CPA

Certified Public Accountants providing the taxation expertise and knowledge you expect and deserve.

Certified public accountant in Flushing, NY (show on map)
Google 5.0
★★★★★
8 reviews

Certified Public Accountants specializing in accounting services for small businesses and individuals, offering taxation expertise and knowledge.

Call (718) 423-8984
Navigate to Visit website
Robert J. Klein CPA website

About

With more than 30 years of experience, Robert J. Klein, CPA confidently handles all financial and tax issues for clients across the country and globally.

Specializing in accounting services for small businesses and individuals, the firm keeps current with new tax laws and legislation to minimize tax liabilities. Services include tax preparation, tax and financial planning, business services, new business set-up, and professional representation for audits and tax examinations.

Over 30 years of experience
Certified Pro Advisors for Quickbooks
Compliance with all new tax laws and legislation
Year-round client support
Professional representation for audits and tax examinations

Services

Tax Preparation

Confidently prepares tax returns for all business types, estates, trusts, and individuals, ensuring accuracy and minimized tax liability.

Accurate tax return preparation Minimized tax liability CPA review for accuracy

Tax & Financial Planning

Works closely with clients to understand how life changes impact tax and financial situations, providing tailored advice and strategies.

Life event tax analysis Retirement and investment planning Estate and healthcare planning

Business Services

Provides year-round support for self-employed individuals and small business owners, including tax planning, bookkeeping, and compliance assistance.

Year-round tax planning Bookkeeping and payroll services Compliance assistance

New Business Set-Up

Guides clients through the process of starting a new business, including entity selection, registration, and bookkeeping system setup.

Entity selection guidance Federal and state registration assistance Bookkeeping system installation and training

Professional Representation

Represents clients in audits, tax examinations, sales tax audits, and insurance audits, ensuring compliance and minimizing penalties.

IRS and state audit representation Sales tax audit defense Insurance audit assistance

Credentials & Certifications

CPA
Since 1985
MBA
Since 2017

Reviews

Google
Rating
5
★★★★★
Reviews
8
"Able to explain my tax situation and the solution moving forward."

Frequently Asked Questions

What tax credits are available for using renewable energy? +

The website mentions tax credits for renewable energy as part of the tax planning services, but does not provide specific details.

How does getting married and filing a joint tax return impact our taxes? +

The website discusses how changes in personal life impact tax situations, including marriage, but does not provide specific calculations.

What are the capital gains tax rules for selling stocks, bonds, mutual funds, ETFs, cryptocurrencies, NFTs, and artwork? +

The website mentions analyzing capital gains tax rules as part of the tax planning services, but does not detail the rules for each asset class.

How will an inheritance impact my taxes? +

The website discusses inheritance impacts as part of tax planning, but does not provide specific tax implications.

What are my options for planning for retirement and what are the tax benefits? +

The website mentions retirement planning as part of tax and financial planning services, but does not list specific options or benefits.

What type of trust is right for me? +

The website discusses trust planning within tax and financial planning services, but does not specify trust types.

How will my tax rate change if I move to a new state? +

The website mentions state tax rate changes as part of tax planning, but does not provide specific guidance on moving.

Contact Robert J. Klein CPA

Robert J. Klein CPA
Category
Certified public accountant
Wheelchair Accessible
Call (718) 423-8984

Location

Location of Robert J. Klein CPA, 40-21 214th Pl, Flushing, NY 11361 · View on Google Maps

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Get in Touch

Ready to work with Robert J. Klein CPA?

Reach out today to schedule a consultation.

(718) 423-8984

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