Business Details
48 Years
experience
Your Trusted Long Island CPA Firm for Tax and Accounting Services
Richard L Klein CPA, PC has served individuals and businesses in Long Island, NYC, and Westchester since 1978. As the owner, I graduated from Queens College in 1978 with a BA in Accounting and pursued graduate studies at Baruch College. My practice focuses on personalized accounting, tax planning, and business consulting, leveraging 37 years of professional experience and continuous education in evolving tax regulations. We prioritize client-centered service, utilizing state-of-the-art technology and strategic alliances to deliver accurate, compliant solutions.Our BBB-accredited firm prides itself on fostering long-term relationships, evidenced by clients with decades of loyalty and growth through referrals. We maintain transparency by providing detailed tax organizers, draft returns for review, and multiple communication channels for client convenience. The firm's success stems from balancing technical expertise with ethical standards, ensuring tailored strategies that meet each client's unique financial needs.
Services
Tax Planning
Business Accounting
QuickBooks Support
Payroll Services
Tax Return Preparation
Details
- Year established: 1978
Highlights and features
- We offer 37 years of experience in accounting and tax services.
- Our team provides personalized client relationships with tailored solutions.
- We utilize state-of-the-art technology for accurate, efficient service.
- Our firm is BBB-accredited for ethical business practices.
- We maintain transparency with detailed tax organizers and client education.
Associations and certifications
- Better Business Bureau (BBB)
What people say
37 years experience
Personalized client relationships
BBB accredited
Reliable tax solutions
Long-term clients
Services
Tax Planning
Our tax planning services develop customized strategies for individuals and businesses to minimize liabilities while ensuring compliance with federal and state regulations. We monitor changing tax laws year-round to optimize deductions and defer liabilities. Clients receive personalized consultations to address unique financial situations and long-term planning goals.
Business Accounting
We provide comprehensive accounting solutions for businesses, including financial statement compilation, bookkeeping, and tax compliance. Our services help clients track revenue, manage receivables, and identify performance metrics to drive growth. QuickBooks-certified support ensures accurate financial reporting and system optimization.
QuickBooks Support
As QuickBooks Certified ProAdvisors, we offer installation, customization, and training for small business accounting systems. Our support includes system design, data migration, and ongoing technical assistance to maintain financial efficiency. We tailor solutions to meet specific business needs while ensuring IRS compliance.
Payroll Services
Our payroll services handle tax filings, W-2/1099 processing, and compliance with labor and tax regulations. We manage after-the-fact payroll calculations and insurance audit representations. Clients benefit from accurate, timely processing that reduces administrative burdens and potential penalties.
Tax Return Preparation
We prepare individual and business tax returns using advanced software for accuracy and efficiency. Services include tax organizer tools, draft reviews, and multiple delivery options. Our approach ensures compliance while maximizing refunds through thorough documentation and strategic deductions.
People
Richard Klein
Owner
Richard Klein is a Certified Public Accountant with 37 years of experience, serving clients in accounting, tax planning, and business consulting. He graduated from Queens College in 1978 and Baruch College with advanced accounting training. A BBB-accredited professional, Klein's practice emphasizes personalized service and client education.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, financial statement compilation, payroll processing, and system implementation using QuickBooks ProAdvisor services for comprehensive business financial management.
Do you offer personalized tax planning for individuals?
Yes, we offer year-round tax planning, return preparation, and strategic tax liability minimization tailored to individual financial situations and goals.
Are you BBB accredited?
Yes, our firm maintains Better Business Bureau accreditation, demonstrating our commitment to ethical business practices and client satisfaction.
How can I access my tax documents securely?
We provide a secure client portal for uploading documents and receiving completed returns digitally with detailed filing instructions.
What areas do you serve?
We serve clients throughout Long Island, New York City, Nassau, Suffolk, and Westchester counties with in-person and remote support options.
Do you offer free consultations?
Yes, we provide free initial consultations to discuss your specific accounting, tax, or business consulting needs with no obligation.
Reviews (1)
David Rein
Jul 06, 2016
Report
Richard has been working with me for many years now doing my taxes, as well as providing business consulting. It is both valuable and comforting to work with a professional as experienced and knowledgeable as he is. I stand by his services 100% and highly recommend him to anyone seeking a top-notch CPA for their personal or business needs.
