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, CPA
Carl E. Kleinman Accountancy Corp.
Certified Public Accountant + Business Advisor
 
3209 Cherry Lane
San Luis Obispo, California 93401
 
Telephone:  (805) 439-1008
Fax:  (805) 439-0185