Jakob I. Klein, CPA

Tax Manager
Year Joined

Individual and business taxes
S corporations
Fiduciary income tax returns
Estate and trust tax planning
Multi-state taxes
Family partnerships
Trust accounting


Northern Arizona University, Bachelor of Science, Accountancy

Manufacturing, Distribution, Construction, Real Estate
Professional Affiliations

Certified Public Accountant - State of Arizona
Valley Estate Planners
Arizona Society of CPAs (ASCPA) - Phoenix Tax Workshop, Co-Chair, Advisory Board

Personal Interests
Personal fitness, rock climbing, mountain biking, snowboarding, cooking, chess
About Jakob

Jake has close to ten years of combined industry and public accounting experience. He provides tax and consulting services to individuals, partnerships, S corporations, and estates and trusts in Scottsdale, Chandler, Phoenix, and throughout Arizona. As part of the estate and trust tax team, he consults with individuals and business owners about charitable giving and appropriate mechanisms. Concentrating on personalized service, Jake assists clients with understanding complex tax issues and reducing taxes, including differences between tax credits and deductions. With privately-owned companies in multiple states and localities, he addresses tax regulations impacting revenues and operations. As Co-Chair, Advisory Board, Arizona Society of CPAs (ASCPA), Jake presents on a variety of topics for the Phoenix Tax Workshop.

Need Guidance and Help?
If you need advice, give us a call and we will be happy to discuss your situation.