Services Provided -
With an emphasis on professional, prompt, and truly personal service, the following is a list of some of the services that are available to our clients:
Tax Services -
- Income tax planning and projections
- Estate and gift tax planning
- Tax return preparation -
- Individuals
- Sole Proprietors
- Corporations
- Partnerships
- Limited Liability Companies (LLCs)
- Limited Liability Partnerships (LLPs)
- Estates
- Gift Taxes
- Trusts
- Sundry tax returns -
- Payroll taxes
- Sales tax
- Business property tax
- Business licenses
- Tax examination representation
Accounting Services -
- General ledger maintenance
Consulting Services -
- Entity selection
- Buying/selling of business
- Estate planning
- Retirement planning
- Succession planning
- Business valuations
- General business consulting
Carl E. Kleinman Accountancy Corp.
Certified Public Accountant + Business Advisor
San Luis Obispo, California 93401
Telephone: (805) 439-1008
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