Sign In Get Started

Kathleen Klein — CPA in Tulsa, Oklahoma

K

Kathleen Klein

Certified Public Accountant | Licensed in Oklahoma
0.0 (0 reviews)
Verified Licensed
2609 E 74th Pl, Tulsa, Oklahoma 74136 View on Maps

About Kathleen Klein

Kathleen Klein is a certified public accountant based in Tulsa, Oklahoma, with over 15 years of experience in providing accounting services to various business structures.

Her practice focuses on bookkeeping and financial statement compilation, as well as payroll processing and compliance, helping businesses maintain accurate financial records and stay up to date with regulatory requirements.

Klein specializes in basic accounting services, individual tax services, and small business accounting, serving a diverse range of clients including S-Corps, partnerships, LLCs, and small to medium-sized businesses.

With extensive knowledge of taxation laws and regulations, Klein is well-equipped to provide expert guidance on tax planning and compliance, ensuring her clients' financial interests are protected.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Tulsa

DR
Dow R. Hughes
Tulsa, Oklahoma
OF
Odessa F. Carter
Tulsa, Oklahoma
DC
Dana C. Falletti
Tulsa, Oklahoma
TC
Thomas C. Ellis
Tulsa, Oklahoma
MR
Melanie R. Miller
Tulsa, Oklahoma
RH
Richard H. Foster
Tulsa, Oklahoma

Contact Kathleen Klein

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns