Philip J. Klein


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Philip has over 20 years experience as a Certified Public Accountant. He is a graduate of one of the top-rated accounting programs in the United States: California State University Northridge.  He holds a Bachelor of Science degree with emphasis in Accounting.


Has extensive experience with audits of organizations that receive federal funding and must comply with Government Auditing Standards and the requirements of OMB Circular A-133.

Has worked as a Controller of a high-tech manufacturer and a  mortgage company.  

Has thorough knowledge of service-related, high-tech manufacturing industries and entities involved strictly with research and development, with a background in individual tax, partnership tax, corporate tax law and related court decisions and doctrines.

Advisor to clients on numerous income tax and financial planning engagements.

Proactive provider of value-added services to business owners and corporate executives to assist in making operational, financing and general business decisions.

Provider of audit and accounting services, controllership, and business management advice to clients in a variety of industries, including real estate, merchandising, entertainment, retail trade, computer software, manufacturing, distribution, and professional service firms.

Philip has great interpersonal skills and maintains close client relationships.  He is an advisor to clients on many matters with accounting, tax, and business implications.  He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants