Terry Klein CPA

She saved us money in places that we did not expect.

We highly recommend Terry, this is the third year we have used her and she does a fantastic job.

If all you need is tax preparation, she is great for that, but she also goes beyond to help you think strategically about your taxes and your business.

She answered a lot of my questions and knows all the strategies and when/if they'll benefit in certain situations.

Terry helped me with sound advice covering all the implications of a possible equity option exercise/sale scenario.

Terry is incredibly knowledgeable and is generous with her insight.

I had tons of questions, and I can’t tell you how many times I called or texted her for questions or advice, and she’s always happy and willing to help- I never felt like I was bothering her, because she always took the time to chat with me and made sure I understood what I was asking her about.

I had previously worked with someone else and he made a complete mess of my 2017 and 2018 taxes that ultimately cost me a lot in tax penalties.

She has directly addressed my concerns and questions as I navigated starting a new business and took my home brew spreadsheets and turned them in to actual, usable numbers which was a feat in itself.

I have sent her to my father, boss, friends, and coworkers and I have heard nothing but positive feedback.