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September 2021 by Luke R.
He did an amazing job. Super simple, easy to talk to and went above and beyond to make sure I was happy. Even through the phone! I highly recommend
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April 2021 by Rebecca S.
Sona is the best. She's always incredibly fast, she's set up simple systems and always provides clear, useful advice. She's incredibly thorough and I'm so grateful to have someone who provides such trustworthy tax preparation. Thank you Sona!
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September 2020 by Chris Gramly
We have been using Sona to prepare our taxes for about ten years now and are extremely happy and have really loved working with her over the years. Sona has been wonderful to deal with. Our tax situation has gotten more complicated over the years with our S-Corp and Real Estate and she has always been there to support us and help us figure things out. We have worked with a number of different accountants over the years in our business and Klein Tax Services is by far our favorite. No drama, very easy to deal, very helpful and straightforward. I also find that their pricing is much more reasonable than all the other accountants I have worked with in the past. We highly recommend them!
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September 2020 by Alex Giardino
Sona is fantastic! Super responsive, knowledgeable, and friendly. She always gets back to me so quickly and spends TIME on my questions. This is so unlike my previous experiences with accountants, I have been a bit blown away. I completely trust her and her integrity. So much so, that I keep recommending her to people, and they love her too.
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April 2020 by Janine S.
I was so happy to find Sona. She is a consummate professional. Explained what I needed and she keeps abreast of all current tax laws. Her communication is clear and she responds quickly. On some level, it sounds like she enjoys doing taxes. Great, one more thing on my list and I was fortunate to find the recommendation through a co-worker. Strong hire and she's efficient and knows her business. It's taken some time to find the right tax person for me since being back in the Bay.
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February 2020 by Scott F.
I normally don't write reviews unless I'm truly blown away by a product or service, and to say I was blown away by the phenomenal service Klein Taxes provided would be an understatement. I had a somewhat complex scenario for the 2019 tax year. Nothing too crazy but I wanted to make sure all my bases were covered and (obviously) shoot for the largest refund possible. Klein Taxes was a perfect fit. Sona is an incredibly talented and highly-engaging tax preparer. She asked all the right questions, had full command of the latest rules and regulations, and confidently walked me though anything that remained unclear. She's efficient, practical, and works hard for her clients. What really sealed it for me, however, was Sona's approach. She's that perfect blend of expertise and personal touch and I really appreciated her warm personality and quick-witted sense of humor. I believe I've finally found the perfect tax preparer in all of Marin County and I simply couldn't recommend Sona more highly. She's amazing.
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January 2020 by Suji Y.
I have been using Klein Taxes for 4 years now and my experience has been five star. The service has been thoroughly professional, knowledgeable and friendly. Unlike the bigger firm I previously went to, I receive helpful services and advice from the person who actually prepares my tax return, as well as considerable savings. I highly recommend this tax service.
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January 2020 by Shelley D.
Sona Klein has helped me make important tax decisions and find my way through some complex filings. She's always quick to respond when I call, unlike any of the other tax preparers I've used. I don't live in the Bay Area anymore but Sona is still my trusted favorite. I recommend her most highly.
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November 2019 by Suji Yoder
My experience with Klein Taxes has been thoroughly professional, knowledgeable and friendly. Unlike the bigger firm I previously went to, I receive helpful service from the person who actually prepares my tax returns, as well as considerable savings.