Stop overpaying taxes on your New Jersey real estate portfolio.
You own rentals, flips, or syndication deals in New Jersey. Every year you feel like you're leaving money on the table. Most CPAs just file the return — they don't catch the big savings or warn you before you make a costly mistake.
A CPA who already knows the playbook.
You need someone who understands cost segregation, 1031 exchanges, Real Estate Professional Status, partnership K-1s, and clean property-level books. Someone who answers questions before the deal closes — not after tax season.
Simon Klein has helped more than 250 real estate investors navigate exactly these problems. He works with investors, syndicators, developers, fix-and-flip operators, and rental owners across New Jersey.
New Jersey real estate tax, done by a specialist.
Cost Segregation
Accelerate depreciation with engineering studies and bonus depreciation, handled cleanly against NJ non-conformity.
1031 Exchange Planning
Defer federal capital gains and navigate NJ GIT/REP withholding before the property goes under contract.
Real Estate Professional Status
Unlock passive losses against W-2 or active income with defensible material-participation documentation.
Syndication & Partnership Tax
Clean, on-time K-1s, accurate capital accounts, and defensible allocations your LPs actually trust.
Property Accounting & Acquisition Support
True property-by-property books, acquisition due diligence, and reporting your bank and partners can read.
Not sure where to start?
Tell Simon about your portfolio. He'll point you to the highest-leverage move first.
Built on trust — not on a call center.
Simon Klein, CPA is the founder of Simon Klein & Co., a boutique CPA firm based in Howell, New Jersey. Simon is a member of the AICPA and the New Jersey Society of CPAs, and holds credentials in tax representation and QuickBooks.
You'll work with Simon directly — not passed from junior to junior. That's how proactive planning actually happens.
"The real value is having someone I can call before making a major business decision."
For years, our accountant filed the returns and that was the end of the conversation. Simon took a completely different approach — he reviewed our year-to-date numbers, identified planning opportunities we had never discussed, and helped us make decisions throughout the year.
"I can't stress how much we have benefited from their incredible client service and quick turnaround time."
We're a medium-sized real estate investment and syndication firm. Prompt responses, proactive guidance, and utmost professionalism throughout every engagement.
"I feel like I have someone in my corner year-round."
My previous CPA filed the returns and that was about it. With Simon, he answers my questions quickly, keeps me informed, and brings ideas to the table instead of waiting for me to ask.
Ready for clarity on your next move?
Book a focused conversation. Simon will review your situation and lay out the path forward — clearly, in plain English.