Tax specialist and divemaster.

Hi. I’m Sona.

As an Enrolled Agent, I have unlimited practice rights before the Internal Revenue Service and I am a specialist in tax matters.

Operating out of Marin County, California, Klein Taxes specializes in tax preparation for clients throughout California. However, we work with clients in all States and have ex-pat clients living and filing from many foreign countries around the world.

When I am not preparing filings with Klein Taxes, you will find me in the ocean admiring the beauty of our planet. Ocean conservation is my passion.

We work in partnership with Abacus Tax Services.

Services »
Contact »

We try to make the whole tax-filing process as streamlined and uncomplicated as possible.

STEP 1: After your initial inquiry, we will arrange a short telephone appointment where we answer any questions you may have and you tell us about your situation.

STEP 2: If we decide to work together, we will set you up with a secure online ShareFile box to upload your last year’s tax return and your current year tax documents. We will also present you with an Engagement Letter that outlines the scope of the services we will provide.

STEP 3: We will study these submissions and be in contact by email or telephone for any clarifications or additional items needed.

STEP 4: When your tax returns have been finalized, they will be uploaded into your ShareFile box for your review.

STEP 5: After you have had a chance to review your returns, you will sign the e-file authorization forms we have provided and return those to us with payment for our services.

STEP 6: When those items have been received, we will electronically transmit your returns to the various federal and state agencies and that will complete the process until next year.

Although we used to offer the option of meeting face-to-face in our office, we now provide entirely Virtual tax preparation services.