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Terry Klein, CPA

Growing up in Austin, I graduated from Southwest Texas State University (now Texas State) and I have been a licensed CPA since 1989. After spending 4 years in the banking industry, I joined Service Life and Casualty managing all aspects of accounting, financial reporting and taxes for 30 life insurance companies.

In 2004, I was hired as a consultant to work with the Software Development team of the largest tax and accounting software company in the world, Thomson Tax and Accounting, a Division of Thomson Reuters. Part of my job was to read the tax code and ensure the tax software was functioning as it should as well as interface with the IRS. I consider this to be one of the greatest learning opportunities in my career.

From 2012 to 2015, I was a CPA for several startup /privately held companies in the Real Estate, Mortgage, and Insurance Industries, where I also assisted with the implementation of new accounting software, policies, and procedures. Throughout my accounting career I have maintained a private practice working with select clients and doing work with other CPA’s.

Today, I devote all of my time to serving the clients in my private practice. Whether its Payroll, Bookkeeping, Tax Planning, Tax Preparation and/or consulting, I pride myself on being your trusted resource.


Terry Klein CPA