Jakob I. Klein, CPA

Jake is a tax manager with nearly 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.