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Jerry Kling

schedule a free consultation

It is a pleasure to meet you. I am a CPA who likes to help my clients achieve their highest goals.

credentials

contact

+1(212) 532-5525
jerry@jerryklingandco.com

118 East 28 Street

Suite 908

New York NY 10016

bio

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I am former tax principal with the large 4 CPA firm of Deloitte and Touche', and I have been helping clients for 40 years achieve their goals.

q & a

What characteristics do your favorite clients share?

They are heavy QuickBooks users and depend on us to keep their business running with a minimum of administrative work on their part.

Why should a client hire you?

We genuinely care about our clients. They are part of our family. There problems are our problems until we get them fixed.

Describe a time where you went beyond expectations when working with a client.

I stayed up to 3:00AM to fix a critical software accounting issue to allow my client to open for business the next day.

education

Pace University

Master of Taxation

1976

experience

Deloitte & Touche'

Principal
New York, NY

Jerry Kling & Company, Inc.

Owner
New York, NY

associations

AICPA

Member since 1974

NYSSCPA

Member since 1974

exams

QuickBooks Pro-advsor

1999

Publications

New York CPA journal article

read article...

1990

business info

Jerry Kling & Company, Inc.

www.jerryklingandco.com

We help small businesses with their tax issues and accounting software problems. We are QuickBooks Proadvisors

hours of operation

Sunday closed
Monday 10:00 AM - 07:00 PM
Tuesday 10:00 PM - 07:00 PM
Wednesday 10:00 PM - 07:00 PM
Thursday 10:00 PM - 07:00 PM
Friday 10:00 AM - 07:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Real estate investments
Hedge funds
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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