Client Testimonials


“Terry has done an amazing job with my taxes and tax planning. I have sent her to my father, boss, friends, and coworkers and I have heard nothing but positive feedback. She really takes the time to help you plan to save money on taxes. I am a big fan of Terry’s and you should absolutely see her for all of your tax needs.” -AG


“Working with Terry was one of the best business choices we made. This was our first year as an LLC for our small business, and I was so nervous about the process, but Terry made it seamless and is so knowledgeable! I had tons of questions, and I can’t tell you how many times I called or texted her for questions or advice, and she’s always happy and willing to help- I never felt like I was bothering her, because she always took the time to chat with me and made sure I understood what I was asking her about. I highly recommend her CPA services, and we feel very fortunate to have found her!!” -MS

“I am so thankful for Terry’s expertise when it comes to taxes. We really thought we were going to owe taxes this year, but Terry was able to find all the deductions that applied to us and our business and we are actually getting a refund!..” -HM


“Terry is a knowledgeable tax professional that is a great for your personal return and for your business. She goes beyond simply preparing your return and is essential with providing strategic tax guidance.” -CC

“It has been wonderfully amazing to have Terry Klein as a reliable CPA. This has been a unusually stressfully tax season but Terry always seems to have her cool and professionalism intact. -DA

“Terry does an amazing job at thoroughly reviewing the tax returns to make sure you are getting the tax breaks available to help maximize your deductions.” -NF


“Terry has been a life saver when it comes to my taxes. I had previously worked with someone else and he made a complete mess of my 2017 and 2018 taxes that ultimately cost me a lot in tax penalties. Terry took on this mess and amended my taxes once everything was corrected and I’ve been with her ever since. I’ll never go to anyone else!” -DS


“Terry helped me with sound advice covering all the implications of a possible equity option exercise/sale scenario. She is knowledgeable, thorough, and kind. I appreciated our conversation and look forward to more with Terry!” -SR


“It has given me such peace of mind to have Terry as a consultant for our business and to have her file our business and personal taxes. She asked all the right questions to not only get us the best refund personally, but to make sure that our business accounts were in order as well. I could not recommend anyone more highly than Terry Klein for all your CPA needs. She is detailed, knows what she is doing and is a joy to work with. Thank you Terry for all you do! “-H.M.


“We have been using Terry for over a year now ans she not only has helped us saved thousands and thousands of dollars, but has helped us tax plan for the next year! She is amazing and so personal. She really cares about you and your finances.”  -JM

“I had an unusual year last year and didn’t get tax advice before making a large decision. Add to that, our long time tax guy never contacted us so we were late with our taxes. I was sweating how much I would owe, and Terry got us a nice little return. Our next step is to meet with her for future tax planning strategies. She knows her stuff. I can’t recommend her enough. Call her.” -K.T.


“Terry is extremely knowledgeable about her field and very personable. If you don’t currently use her services you’re missing out. I highly recommend her.” -J.K.


“Terry is very knowledgeable and great to work with !! She keeps up to date with all the tax law changes and was very responsive to all the questions I had. We are so happy we chose her to do our taxes.” –M.P.

“I don’t even know where to start! Terry has been absolutely AMAZING. She’s extremely responsive, professional and knowledgeable. We had a complicated tax issue last year and after filing our taxes and losing quite a bit of money to the IRS, Terry found an error calculated by our former accountants and she was able to get us back over $3000 due to that miscalculation. We highly recommend her!!” -M.A.

Terry has been great to work with. She has directly addressed my concerns and questions as I navigated starting a new business and took my home brew spreadsheets and turned them in to actual, usable numbers which was a feat in itself. I work in real estate and she know’s the in’s and out’s of the business. Highly recommend! -DM

“Terry has really proven herself to me and my clients to be a professional & trusted source when it comes to all things accounting & tax prep. I have referred her to clients that have come back and thanked me profusely for recommending her.
She has taken such great care of them in the most professional manner possible. Thank you, Terry!” -E.J.

“Terry Klein has been my tax preparer for both personal and business needs for over 15 years. She is extremely knowledgeable in every nuance of tax regulation and provides great advice to make sure we’re getting every possible tax advantage. I can’t imagine ever working with anyone else!” -K.M.

“Terry is awesome! She’s super great to work with and really makes the daunting nuances of tax and finance management much easier to deal with so I can focus more on running our business. Her focus on helping small business owners get on track and stay on top of their back-end business is a huge help. I found her through referral and have already referred her out to others as well.”-A.R.

“I was referred to Terry with a mess of complications in finance. Terry was able to separate and make sense of things. She managed to create a positive outcome when all my hope was gone. I appreciate her attention to detail and highly recommend her to others.”-K.F.

“I highly recommend Terry Klein. She prepared our personal returns which were complicated due to me being self-employed and my spouse working out of state for a partial year. She also prepared the tax returns for an estate for which I served as representative. Working with Terry is a painless as doing taxes can be. She patiently answered all of my questions and got our returns done and filed in a flash. I can’t recommend her highly enough!” -P.P.

“We have a complicated situation because of living overseas and were looking for help with tax planning for 2018. Terry was incredibly thorough, professional and extremely knowledgeable! We had all our questions answered and she did a great job guiding us through a plan for the rest of the year!” – K.B.

“Terry provided key support on a client-critical multi-year project. She provided behind-the-scenes support as well as client-facing support when it became necessary. Terry’s support–in providing accurate guidance upfront and on the back-end to resolve unexpected issues–was invaluable and critical to insurance clients’ tax compliance success. And, not to be minimized, it was always a pleasure to work with Terry!” -J.T.

“Terry Klein is an extremely knowledgeable CPA with a ton of experience. I will recommend her for any question on the new tax law or any accounting needs you might have.” -A.G.

“Highly recommended. Terry is exceptionally skilled and knowledgeable in her field. She has done complex tax returns for our family for several years and done a fantastic job. Thank you, Terry! -D.K.


“Terry is the best CPA. She is very detail oriented and wonderful to work with.  I highly recommend!”-C.D.

“Terry is detailed oriented and has done a great job with our personal and business taxes.”-B.M.

“Terry guided a newbie LLC through tax season – highly recommend”-K.B.

“I can’t recommend Terry more highly. She is diligent, knowledgeable, and she cares about the well-being of her clients.”-C.B.

“I was privileged to work with Terry for 4 years at Thomson Reuters. Terry continually impressed me as a consummate professional – extremely knowledgeable and proficient, exceptionally organized, with time-management skills surpassed by none. Terry is a powerhouse of productivity and high energy, and an exceptional human being who treats clients and colleagues alike with utmost respect and genuine interest. I highly recommend Terry in any endeavor she chooses to engage in, and would work with her again, or on her team, without reservation.” -B.L.

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