Business Details
48 Years
experience
Your Trusted Long Island CPA Firm for Personalized Accounting Services
Founded in 1978, Richard L Klein CPA has been dedicated to delivering personalized accounting and tax solutions to individuals and businesses across Long Island, New York City, and Westchester. With over 36 years of professional experience, our practice combines advanced technical expertise with a client-centric approach, ensuring tailored strategies that align with each client's unique financial goals. We prioritize continuous investment in professional education and cutting-edge technology to maintain compliance with evolving tax laws while fostering strategic business relationships that enhance service quality.Our commitment to excellence is reflected in our long-standing client relationships, with many clients having trusted us for decades, and our growth driven by referrals underscores our reputation for reliability and integrity. As a BBB Accredited firm, we uphold the highest ethical standards, offering services ranging from tax planning and preparation to business consulting and QuickBooks support, all designed to empower clients with clarity and confidence in their financial decisions.
Services
Tax Planning
Income Tax Return Preparation
Business Accounting Services
Payroll Services
QuickBooks Consulting
Corporate Tax Compliance
Financial Statement Compilation
Business Consulting
Tax Debt Resolution
Estate Tax Planning
Details
- Year established: 1978
Highlights and features
- We offer 36 years of experience in accounting and tax services.
- Our team provides personalized, client-focused financial strategies.
- We are BBB Accredited, ensuring ethical and reliable service.
- We implement strategic tax planning to minimize liabilities.
- Our firm is a QuickBooks Certified ProAdvisor for advanced accounting systems.
Associations and certifications
- Better Business Bureau (BBB)
What people say
Superior service
36 years experience
Trustworthy and reliable
Personalized attention
Highly recommend
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic year-round strategies tailored to individual and business needs. We monitor legislative changes and client-specific factors to optimize financial outcomes while ensuring compliance. Clients benefit from customized projections and proactive adjustments to navigate complex tax scenarios effectively.
Business Accounting Services
We offer comprehensive accounting solutions for businesses, including financial statement compilation, bookkeeping, and tax compliance. Our services support informed decision-making by providing clear insights into financial performance and ensuring accurate reporting for regulatory requirements. We cater to startups, mid-sized, and established businesses.
Income Tax Return Preparation
Our tax preparation leverages advanced software to ensure accuracy and efficiency for individual and business returns. We provide detailed organizers to streamline the process and offer draft reviews for complex cases, ensuring transparency and client understanding throughout the filing experience.
QuickBooks Consulting
As QuickBooks Certified ProAdvisors, we design and implement customized accounting systems tailored to business needs. Our services include software installation, configuration, and training to enhance financial management efficiency while maintaining compliance with IRS standards for record-keeping.
Payroll Services
We handle payroll tax return preparation, W-2/1099 processing, and compliance with federal and state regulations. Our services ensure accurate employee compensation reporting and timely tax filings, reducing administrative burdens for businesses.
People
Richard L Klein
CPA, Owner
Richard L Klein, CPA, has practiced in Plainview, NY, for over 36 years. Licensed in New York, he is a member of the AICPA and NYSSCPA, with expertise in tax strategy and business consulting. He graduated from Queens College in 1978 with a BA in Accounting and attended Baruch College for graduate studies.
Questions
What services does Richard L Klein CPA offer?
We provide tax planning, income tax return preparation, business accounting, payroll services, QuickBooks consulting, and corporate tax compliance for individuals and businesses.
Is Richard L Klein CPA BBB Accredited?
Yes, we are a BBB Accredited accounting firm, reflecting our commitment to ethical standards and client trust.
How does the firm handle tax planning?
We approach tax planning as a year-round strategy, monitoring client situations and legislative changes to minimize liabilities and optimize financial outcomes.
What areas do you serve?
We serve clients in Long Island, Nassau, Suffolk, New York City, and Westchester counties.
Can I access digital tax preparation tools?
Yes, we offer a secure online portal for document sharing and digital tax return delivery, along with electronic filing options.
