After moving to Mesa, AZ from Oregon, I realized that I needed to begin to transfer everything for my business and financial needs. The first two businesses I needed was a financial institution and a tax/accountant that I could trust. As an entrepreneur and virtual franchise owner it was also important that I found someone familiar with my business needs. I met Moshe and took a look at his accounting firm and decided to use them for my tax returns. I found his firm easy to work with and everything that I needed to do and submit was available electronically. Forms and signatures were uploaded and for the first time in many years, the return was completed quickly! All of my questions and concerns were answered and I enjoyed the experience. He has competent staff, is affordable and there were no surprises. I will definately use his firm again. I highly recommend his firm for anyone that has bookkeeping and tax needs! Thank you Moshe! read more

Moshe is a very kind and professional person. His knowledge and expertise is rivaled by no one. He sat with me and my wife, listened to our concerns and came up with a plan to handle our tax needs. What a true professional in every sense of the word! read more

My name is Tony Sirkin and I own a furniture business and was referred to Moshe Klein and associates through a friend who was a relatively new client of this firm. When i called and spoke with Moshe regarding my 2013 taxes. I explained to him that my previous accountant had me paying $40,000 for my taxes and that this amount seemed way to high and that i would like to see this number go down. My income didnt' triple. So he looked at my books that i paid someone else to do and told me, he did believe he can get that number down but he wanted to redo my books at $100 a month, I agreed to this. So keep in mind, i am now in the hole with this Moshe for $1200 and that is after paying someone else months earlier. A couple of months later Moshe comes back to me and told me that i owe $44,000. I about died. So after that i met with another accountant and he told me that i owed $22,000. Now if you goto his website he states in a video on his website that if he does your books for a year he will give you a free tax return. So i told Moeshe i still wanted to use him for the books at least until the end of the year for 2014 but that i wasn't' going to be using his accounting services at all. He told me that i owe him $550 for the tax returns. I explained to him that i am not going to do the return with them because they came back higher than what we discussed at the very beginning. He was not happy to hear about this. But i also told him i will continue to use the books for the rest of the year and keep my commitment on that. towards the end of 2014, i made it very clear, to Moeshe i would be willing to pay to finish out the books for 2014 but i am not paying for that tax return that came back higher than what was first discussed. He got his lawyer involved and now going back and fourth over a measly $550 over priced tax return that came back higher than what he led on to believe from the very beginning. I have never left a negative feedback like this. So i called my friend who referred me to him and he is in a legal battle with Moshe also. I even took his tax return to my new accountant who is an ex irs agent and he stated that i shouldnt' pay him a dime. He bamboozeled me out of $2700 and i asked him to please just finish out my books for 2014 and he wouldn't even do that. By far the worst accounting firm and bookeeping firm i have ever heard of, very shady As a small business owner i want an accountant who knows how to help a small business not be more concerned about collecting fees. I promise you be careful. I have never met a bigger shiester in my life. Watch the video on his website, he states you get a free tax return. There is no such things as free. I didn't get one. and i paid him over $2700. My name is Tony Sirkin, ask me questions on facebook about this firm. I have a feeling all these other reviews are from people that work for him or friends. You are now warned!!!!! read more

We were very disappointed with Moshe Klein and Associates. A word of advice for other new, small business owners- just do your own book-keeping and save your money. This is ultimately what we wish we had done. If you are looking for someone to partner with you and take an active role in making sure your books are constantly updated and your taxes are filed on time- then this is not the place unfortunately. We learned this lesson in the hardest possible way. When we first met MKA, everyone there was bending over backwards for us. But over the few years we were clients of MKA, we were passed from associate to associate, these newbies rarely checked in with us, an extension was filed for our business. We decided to stop paying the monthly book keeping fee, and then, after spending thousands with them, and being a client for several years, MKA would not hand over our financials to meet our new tax deadline unless we paid additional hundreds to "re-open the file" and basically email them to us. Just very unhelpful. Our current accountant is currently trying to untangle the mess. read more

I had a wonderful experience today having my taxes done at Moshe Klein & Associates. I typically use H & R Block, using a 'Block Advisors' location in the Northern suburbs for the past few years. Frankly, I was sick of their continually rising prices, lack of personal attention and excessive wait times. This year, I also felt my tax preparer was incompetent and clearly new less about tax law than I did! In practically every way, MKA exceeded my expectations. They fit me in for an appointment when it was convenient for me (which is basically only Sunday morning). I also had the paperwork and a tax assessment emailed to me ahead of time, so there was no wasteful discussion of what I needed done. I was greeted as soon as I walked in the door at the convenient location adjacent from the Skokie Swift on Dempster. The only star i had to deduct was for the decor. The office is a bit stuffy and filled with cubicles. It would benefit from some reconfiguration. (But, if I can save because they don't waste money on decor, I don't mind that much! My taxes were done in less than a half hour AND for less than half the cost of H & R Block!!! I will always gladly use a small business that provides a service as well as a large competitor, but MKA was a far BETTER service for LESS. No competition here. Highly recommend, especially if you have a simple return and typically go to one of the big guys! I'll be back! read more

I moved from IL to AZ this year and the company I work for, no longer could provide tax services for me. Not sure where to start, I had seen some Facebook posts from MK&A. I actually saw quite a few. Doing some research I saw Moshe and team were also from IL. That made me feel at ease before we even started the process. When I reached out to Moshe, he went above and beyond. He made me feel like family and made sure I felt comfortable and understood what was transpiring. My taxes were filed early and everything was a smooth transition. Starting a new business adventure soon, I had some recent questions today and Moshe was able to answer and help me prepare for next year. Again going above and beyond to make me feel like family and comfortable. Look no further if you need your taxes done. Feel some relief as MK&A handles the hard parts for you! read more

Moshe Klein & Associates helped us greatly with our taxes this year. They were extremely fair in their pricing and I just needed the extra help this year. read more

This is an excellent organization for startup to use for their accounting services, particularly if you are not a trained accountant and new to the entrepreneurial world. The organization will assist you meeting state and federal regulations for a startup. Fee structure is a monthly fee. After one full calendar year of monthly fees, they will file your tax returns at no additional charge. The other main advantage is the connections this firm has a the sponsor of Jewish B2B, a networking group particularly strong in the northern suburbs and north side of Chicago. This group is in no way limited to Jewish people. It will lead to a lot of contacts and educational information. read more

Up until this year I would always file my taxes online, until I was hit with a large tax bill and was confused. Luckily the timing was right and I met Moshe through business networking. After talking with him about my situation, I felt like this is someone I can trust and was treated like their best client. Not only did they do a great job and made it easy for me to file, they were able to reduce my payment to the IRS. I highly recommend MK&A for your taxes, they are great to work with! read more

i am a small business owner, and have been a client of MKA for the last two or three years. Not only do they specialize in accounting and tax services for businesses such as mine at a relatively low cost, they go above and beyond to offer sage business advice and guidance based on their many years of experience. MKA's principles are also pillars of the community, working hard to advocate on behalf of all small business owners on a local and national basis. read more

I am great with phone numbers, birthdays, even some quick math, but for some reason, I have a block on finances... took me a long time to realize that, but once i did, i was thrilled to find Moshe Klein & Associates. Of course, their rates were attractive, but I was pleased to discover that they were worth far more than i paid. I'm admittedly not the best at my bookkeeping homework, but they are great at reminding me about "doing my homework" -- they've definitely smacked me into shape in the best way possible and I look forward to seeing how next year goes as well. Feel free to message me to see how they work even harder for me in the coming years. read more

Moshe Klein and Associates has been an asset to my S-corporation since 2011. They charge a very reasonable monthly fee for handle ALL of my accounting needs. Another reason why I hold Moshe Klein and Associates in such high regard is the fact that they are deeply rooted in the community; they are amazing networkers; constantly hosting job fairs, trade shows, educational seminars, and networking events which benefit so many people in a multitude of ways. Kudos and keep up the great work! read more

I've been with working with Moshe Klein & Associates for a few years now, after realizing that my past accounting firm and I just didn't mesh. I have to say, Moshe and his team are among the best communicators I have ever had the pleasure of dealing with in this entire industry. Not only do they hand-hold when necessary, they were able to go back on several years of taxes with which we recently found issues, and help in a way that I believe no other firm would be able to do. They were able to communicate diligently with all IRS matters on my behalf and came to a resolution in a way I couldn't have imagined. I sleep soundly at night (finally) knowing that my personal and business accounting is in the right hands. Thank you team! read more