People

Steven Klein

Partner

Steven Klein

No matter the size, I endeavor to treat every client as if she or he is my most valued. Coach John Wooden said, "Perform at your best when your best is required. Your best is required each day." I strive to follow that precept every day.

Steve Klein is a Partner of the Firm and has more than 35 years of experience working in public accounting as a CPA. Steve has extensive experience with law firms, medical practices, financial services, IT recruiters, and other professional and consulting businesses. He has additional expertise working with individuals in the area of wealth management, in assisting foreign businesses with U.S. startups and advising on expatriate and non-resident alien taxation.

Steve is an active member of his local synagogue and has been a member of its Board of Trustees and Finance Committee.

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Member of the U.S.-German, U.S.-French, British American and U.S.-China-Chambers of Commerce

Accreditations

  • Certified Public Accountant (New York)

Education