Klein, Campbell & Associates

Klein, Campbell & Associates is a boutique financial services firm dedicated to high net worth individuals and closely held businesses. We offer a full range of tax, accounting, wealth management, and business advisory services. Our mission is to help you to create opportunities for success by adhering to our core values of trust, engagement, and commitment. Klein, Campbell & Associates is built on a proud tradition of service, technical expertise and creative thinking. With over 30 years of experience, we give our clients the depth of knowledge you will find in a larger firm, while our dedication to superior client service offers the personal, one-on-one approach with higher level personnel that smaller firms are known for. Klein Campbell provides traditional financial planning and tax services, but one of the things that differentiates us from other firms is the depth of our significantly expanded services. These include: • outsourced CFO services and human resources for smaller businesses; • internal controls and risk management consulting and internal audit outsourced services; • technical financial systems consultations and implementation advice; • technical tax consulting and specialized tax services in areas such as estate and trust taxation, executive compensation, expatriate taxation, tax scenario analysis; and • comprehensive business and personal financial planning and analysis. With the ability to service clients throughout the state, Klein Campbell has dozens of professionals dispersed throughout Florida, available to help you at any time. Klein Campbell is an independent firm, unaffiliated with any external audit provider. This allows us to remain unbiased and unrestricted in terms of clients we advise and services we offer.