How To Get The Most From Working With Wendy Klein CPA Professional Corporation

Author: Wendy Klein CPA Professional Corporation | | Categories: Accounting Services , Bookkeeping Services , Tax Preparation

Blog by Wendy Klein CPA Professional Corporation

As a small business owner with limited resources, you may find it difficult to gauge when to outsource responsibilities or handle them on your own. This is particularly true when it comes to business accounting, especially if you’ve just started your business or if your company has grown beyond an expected size. From choosing a business structure that helps you save the most money on taxes to providing advice on a major business move, there are many instances when your small business needs a certified public accountant (CPA). 

At Wendy Klein CPA Professional Corporation, I have a lot of experience in the field and can help you with tax and financial planning and compliance. As a tax expert, I can file your business’s taxes, answer important financial questions and potentially save your business money. To show you what’s included in my services and how I deliver higher quality, I have created a handbook to my services at Wendy Klein CPA Professional Corporation. Keep reading to learn all about them and how to make the most of what I have to offer.

My services

1. Tax planning and compliance
Planning for the upcoming tax year, addressing specific transactions, projecting what tax implications and liabilities to expect are all part and parcel of the services I offer. I am qualified to handle all of your business tax needs, including various compliance requirements with both federal and state taxing agencies.

2. Cryptocurrency
I can provide you with a deep understanding of how cryptocurrency impacts tax planning, reporting, and tax liability. I have accreditations in the taxation of cryptocurrency and working knowledge of the industry.

3. Small business consulting
I work with entrepreneurs to help them set up a business from the ground up, including the form of entity choice, initial filings, and elections. I integrate business goals and needs with the owner’s individual goals to formulate a profitable business plan.

4. Audit representation
If you are audited, I can reduce the cost of audit findings by working with the IRS on your behalf. Because of my experience, I can catch financial and tax problems before they become an issue, thus preventing an audit.

Things to keep in mind when availing of my services

a. I work for you
I am an advisor. You, as the client, need to have a general understanding of what you want to accomplish. I cannot make business decisions on your behalf, but I can help guide you in making those decisions. I put your needs above everything else and want to ensure that you are successful.

b. Knowledge of tax laws
I am an expert in many areas of tax laws. I am aware of any tax changes and can act as a representative if you’re audited. When I do not know the answer or am prohibited from doing certain tasks, I work with other professionals with proficiencies in those areas.

c. Price isn’t everything
If you are just shopping based on price, I am not the answer. I have extensive knowledge and experience, and I give my clients a high level of service. With a Master’s degree in taxation, you and all your tax planning needs are in expert hands.

If you are looking for a certified public accountant in Idaho and California, then reach out to me at Wendy Klein CPA Professional Corporation. I have over thirty-five years of experience dedicated to your personal service and satisfaction. My CPA firm is here to help you and your small business. From tax planning to accounting needs you might have, I’m here to help you achieve your goals. Certified in both Idaho and California, I stay current with continuous education and seminars to ensure I am up-to-date on all of the newest information, laws, regulations, and techniques in my field. I offer services like tax planning, business startup services, accounting and bookkeeping services, tax compliance and representation, virtual currency taxation, tax preparation, trust, and estate taxation to clients across Meridian, Boise, Nampa, Sun Valley, Hailey, Twin Falls, Mountain Home, Idaho, Los Angeles, Redondo Beach, Hermosa Beach, Torrance, Manhattan Beach, California. To learn more about the services I offer, please click here. To get in touch with me, please click here.



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