Klinger and Associates

A CUSTOMIZED PACKAGE JUST FOR YOU

find out how we can help

Bookkeeping

We offer customized bookkeeping packages that focus on getting the perfect fit for you. Whether your seeking someone to handle all of your accounting needs, review and adjust the work of your staff, or simply check-in on a quarterly basis, we’re sure to have a fit for you. 

Of course, we focus on providing our clients with convenience every step along the way. See our simplified bookkeeping process below!

Step 1

Download Your Info

Your transaction history is downloaded from online account access

Step 2

Perform Bookkeeping

All services within your customized package are completed by your accounting partner

Step 3

Q & A

Any questions or concerns regarding the completion of the project are communicated to you

Step 4

Send Financial Statements

You will receive your customized reporting package based on your preferences

Step 5

Stored in Portal

Your completed reporting package will be stored in your client portal for later use

Tax Preparation

We’re extremely proud of our tax preparation services and believe that to provide our clients with the best experience possible, we must be:

  • Knowledgeable
  • Proactive
  • Accurate
  • Convenient
  • Affordable
Step 1

Send Your Info

Upload your documents to your portal, email them to us, drop them in the mail, or come see us at our office

Step 2

Prepare Return

We prepare your returns to get you the lowest tax liability possible

Step 3

Q & A

Any questions or concerns regarding the completion of the project are communicated to you

Step 4

Sign & Download

Review, sign, and download your returns from your mobile device. Feel free to meet with us though!

Step 5

Stored in Portal

Your completed return and all your tax documents will be available for you when you need them

Other Services

CPA Reviewed or Compiled Financial Statements

Get the level of assurance you need that your financial statements are free from material misstatement.

Sales Tax Returns

Do you sell taxable goods or services? Let us help keep you compliant with any state sales tax requirements.

Tax Resolution

Have you received an IRS or NYS tax notice? Pay us a visit first… we may be able to help set you up on a payment plan or even reduce your tax debt!

Still curious? Let us know.

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