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You can’t create an Estate Plan for tomorrow using yesterday’s thinking. Today’s new ever changing tax laws require new approaches to building a legacy that will be there for generations to come. At Klein and Associates, Attorneys at Law, our clients work with a team of specialists including attorneys with post Juris Doctorate degrees such as LL.M. Tax Masters in tax Law, National Association of Certified Valuation (NACVA) specialists and Estate Planning Coordinators to combine customized planning strategies with planning techniques to help preserve their wealth well into the future. To learn more about the latest trends in estate planning and how they could impact your own legacy contact our office at or visit our website at . Today’s Estate Planning requires Tomorrow’s thinking.
No business, no problems. No problems, no business. Problems are opportunities for solutions. At Klein and Associates, we help clients with tax, estate planning and corporate law issues- oftentimes before they become problems- to find solutions.
Tax, estate planning including trusts, wills and probate law, individual and corporate tax as well as controversies between taxpayers and the Internal Revenue Service and US Tax Court.
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Practice Areas
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Chat withState: North Carolina
Acquired: 2002
No misconduct found
State: Tennessee
Acquired: 1993
No misconduct found
State: Michigan
Acquired: 1990
No misconduct found
State: Mississippi
Acquired: 2012
No misconduct found
State: Arkansas
Acquired: 2009
No misconduct found
State: Kentucky
Acquired: 2005
No misconduct found
State: District of Columbia
Acquired: 1991
No misconduct found
110 Corporate Drive, Suite 150, Johnson City, TN, 37604
108 E Main St, Suite 211, Kingsport, TN, 37660
110 Corporate Dr, 150, Johnson City, TN, 37604
110 Corporate Dr Ste 150, Johnson City, TN, 37604
7 Client Reviews
Showing 1 - 5 of 7 reviews
Posted by theWife | June 02, 2022 | Hired Attorney | Ethics & Professional Responsibility
Criminal
Hang onto your wallet when visiting this thief. Asks for a $5k deposit, then thoroughly eats through that deposit with charges for things you didn't ask for. Charges attorney rates for legal assistant work. Over charges on time to do simple tasks. Next thing you know, deposit is used up. Will not ret...
Posted by anonymous | January 15, 2021 | Hired Attorney | Tax
IF YOU WANT TO LOSE $$$ ZERO WORK COMPLETED BY ALL MEANS HIRE KLEIN
I hired this firm for an upcoming tax audit , Paid him $5000 as a deposit at the onset before he would start anything , I questioned him on why such a high deposit and he took offense with my Statement .. I paid anyway since we needed representation , Keep in mind ,prior to leading up to the meeting...
Posted by anonymous | June 14, 2017 | Hired Attorney | Estate Planning
Great job!!
Rodney and his office completed our estate planning. We found his fees to be very reasonable but most importantly his expertise and experience guided us through the process. It was very time efficient as well. Saw the other reviews complaining about computer generated documents. I would have no p...
Posted by Carla | December 29, 2013 | Estate Planning
Knowledgeable in his area of expertise
I used Mr. Klein a few years ago for estate planning and he was very easy to deal with. He processed my documents quickly and I felt like the presentation was very professional. I would recommend him to my family and friends.
Posted by anonymous | August 02, 2013
Very pleased with the estate planning work of Klein & Assoicates!
I'm shocked to read some of the other reviews! I used this firm at the advice of a friend who has also used this firm and we have both been very pleased with the results. He was very knowledgeable and his pricing was fair based on the caliber of work that was completed. Everything was done fairly qui...
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For Taxpayer
For Taxpayer
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