Services

PERSONAL ACCOUNTING FOR INDIVIDUAL

Personal account

ACCOUNTING FOR SMALL BUSINESSESSmall-Business-Accounting-Atlanta-SDA-CPA-Group

Business

Types Of Companies Served

  • Start-Ups
  • Multinational
  • Insolvent
  • MidaSizeaBusiness

 

Services For Individuals

Tax Planning

Richard L. Klein, CPA, PC., is a tax professional who tackles the toughest and most complex tax issues, develops appropriate tax strategies, and helps ensure the most favorable results for his clients. My tax practice is far from limited to April 15th and other tax filing deadlines. I approach tax planning as a strategic, year-round endeavor, monitoring each clients’ distinct situations, as well as factors that affect them, such as changing tax legislation, rulings, and regulations. I continually strive to recognize opportunities to eliminate, minimize or defer business and personal tax liabilities that my clients may face. By providing my clients with the best possible combination of business and personal tax planning and preparation services, I’m able to resourcefully and expertly address a wide range of tax issues. Understand and know your tax future. Many individuals, especially those who are self-employed, need to have a handle on their tax environment both currently and prospectively. I have the knowledge, experience and technological tools to project tax situations for several years and under several scenarios. Don’t just accept the standard safe posture that the tax preparation software generates. You can have a sophisticated, customized tax projection that you can use to plan your fiscal life.

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Income Tax Return Preparation

In taxes, as with most other things, planning ahead is important. Decisions made during the year can often reduce the tax burden come filing time. Sometimes, the failure to make proper elections under the tax law can have adverse consequences. Alternative minimum tax consequences, federal and state tax minimization strategies, and general tax compliance are issues I deal with every day. At the cutting edge of technology, I use the latest, most sophisticated income tax preparation software to provide you with the most accurate returns possible. I offer a secure client portal login, to enable you to safely deliver and receive digital documents. It is as easy to use as attaching a document to an email! Before each tax preparation season, I provide you with a detailed Tax Organizer that is designed to help you gather the necessary information for us to accurately prepare your income tax returns. Many clients thoroughly complete the organizer and many simply use it as a guide for gathering their tax documents. You choose how you would like to use the organizer. I believe that personal income tax preparation is a collaborative effort. Once you’ve provide me with all of your tax return documents I’ll begin the preparation process, involving you all along the way. For clients with more complicated returns, I provide draft returns for intermediate review. In all cases, we provide you your income tax returns in a convenient folder with detailed unequivocal instructions and are always available to answer ANY questions. If you desire, I can deliver your returns as “soft copies” or digitally as PDF files via your portal folder. While this is certainly a greener approach, it is purely optional.

  • 1. Income tax return preparation
    • 1.1 Cutting edge of technology
      • 1.1.1 Most sophisticated software application
      • 1.1.2 Digital return delivery option
      • 1.1.3 Electronic filing
      • 1.1.4 Secure online portal(extranet) at no charge

Personal Client Relationships

Richard L. Klein, CPA, PC is a certified public accounting firm with a strong commitment to client service. We are able to provide all of the financial services that any growing business requires and are committed to provide close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.Our commitment to service translates into a hands-on approach that begins at the most senior level. We believe in the value of relationships. We view every client association like a partnership, and truly believe that our success is a result of your success! We take your business and personal finances seriously. As business consultants we solve problems creatively and effectively. As accountants we provide technical expertise, insight and service of the highest quality. Most importantly, as professionals, we offer each client active participation in its day-to-day financial and business decisions. Our active, hands-on involvement, coupled with our strong service orientation, are the qualities that have set us apart for 37 years.

  • 1.2 Personal service
    • 1.2.1 Income tax organizer provided each year to help you organize your tax documents
    • 1.2.2 In-person tax appointments available or
    • 1.2.3 Drop off tax return material or
    • 1.2.4 Email tax return material or
    • 1.2.5 Upload tax material to secure online portal
    • 1.2.6 I am your gatekeeper for all matters tax related
    • 1.2.7 We believe tax return prep to be a collaborative process and take pride in making sure you understand your tax situation
  • 1.3 Reasonable fees
    • 1.3.1 Competitive pricing
    • 1.3.2 Estimates provided
  • 1.4 Network gatekeeper: referrals available for
    • 1.4.1 Financial planning services
    • 1.4.2 Legal services
    • 1.4.3 Insurance services

 

 

 

Services For Businesses

Accounting Services

The Firm offers a complete range of accounting services, including financial statement compilation, maintenance of books and records, and all areas of tax compliance (income, sales, payroll, etc.). Our firm will also prepare custom financial reports for internal, managerial use. Of course, we just don’t report results. We can help you interpret and understand your numbers in order to help you make better decisions. We offer this service on both an ongoing and a special needs basis. We also can perform many accounting services for companies of all sizes, including write-up and bookkeeping and can act as your company’s controller or CFO. Please call us for details on how we can fulfill your accounting needs. We are QuickBooks Certified ProAdvisors so we can help you with all of your QuickBooks needs.

  • 1. Accounting services
    • 1.1 Bookkeeping services
    • 1.2 Installation of client accounting systems:
      • 1.2.1 Certified QuickBooks ProAdvisor
    • 1.3 Compilation of financial statements

Business Consulting Services

We provide an array of business consulting services:

  • Form of operation – business structuring
  • Assist with incorporation and/or dissolution (not as a legal advisor)
  • Systems installation and maintenance
  • Internal control setup
  • Compliance services

Payroll Services & Business Taxation

  • Payroll tax return preparation, including W-2 and 1099
  • After the fact payroll processing
  • Payroll calculation
  • Sales tax return preparation
  • Corporation, Partnership, LLC, and trust tax return preparation
  • Workers compensation, disability, and general insurance audit representation

Computer Systems

As QuickBooks Certified ProAdvisors we are uniquely qualified to design, recommend and install your QuickBooks accounting system. From determining the specific level and version of QuickBooks to complete installation, configuration and design, we are the “Go-To” form for all of your QuickBooks needs. We also offer QuickBooks training so that you maintain the most user-friendly, yet robust accounting system to meet your internal management needs as well as compliance requirements of the IRS for maintaining adequate books and records.

LEARN MORE ABOUT MY QUICKBOOKS PROADVISOR SERVICE

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