Profile
Jeffrey Klein CPA
ListedCarlsbad CPA Firm for Tax, Business, and QuickBooks Services
About
About
Jeffrey Klein CPA is a CPA firm based in Carlsbad, CA, serving business owners, executives, independent professionals, and individuals.
The practice also lists QuickBooks services, including setup and training, along with services for individuals such as personal financial planning and estate planning.
Jeffrey Klein CPA is a CPA firm based in Carlsbad, CA, serving business owners, executives, independent professionals, and individuals. The firm’s listed services include tax preparation and planning, tax problem support, small business accounting, payroll, part-time CFO services, compilations, forensic accounting, cash flow management, bank financing, and new business formation.
The practice also lists QuickBooks services, including setup and training, along with services for individuals such as personal financial planning and estate planning. Its website describes a client portal, financial calculators, tax due date resources, and financial guides as part of the firm’s online resources.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| QuickBooks/Xero setup | Standard | ||
| Tax services | Standard | ||
Software tools
Software tools
Service areas
Service areas
Carlsbad, CA
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