Klick and Associates

Financial Consulting

College Planning

Qualified expenses for 529 plans

Retirement Planning

Roth Conversions

Minimizing taxability of Social Security Benefits

How will my tax liability change in retirement?

Business Consulting

Business entity planning

Rental Property cash flow

Assist businesses banking and legal relationships

Tax implications of retirement plans for small business

Accounting Services

Certified Quickbooks Online Proadvisor

Assistance with small business Quickbooks accounting setup and training

Passion

“I have used Klick and Associates, LLC to prepared my taxes for over 15 years.  When Norma bought Klick and Associates and asked if I would stay with her now that she owned the company, I immediately said yes.  Norma is one of the most qualified tax professionals in the business.  She is honest, sincere and trustworthy.  I highly recommend Norma to anyone who is seeking an expert tax professional.” –  Van Elsbernd

Innovation

“Our taxes have become more and more complex each year as our business has grown.  Norma is able to find tax structures and deductions that make a huge difference for us.  She is knowledgeable and innovative, as well as an excellent communicator.  Norma and the team at Klick and Associates are an asset to us as we continue to grow our small business.” – Lynn Scharf, President Silverleaf GeoSpatial LLC

Integrity

“My family has worked with Klick and Associates for over 10 years. Whenever we have a question about accounting, taxes, or anything related to our accounts, we receive clear, timely, helpful, and honest responses.  We trust Norma with our accounts and know we are in good hands.” –  Brad and Kathryn Goings, owners Goings Orthodontics

Tradition

“I have worked with Norma for several years as a CPA for my personal and business finances. She is honest, hardworking and I trust her to make solid decisions. She has also helped me during seasons of business growth to contemplate new ideas and give me advice. I know I can reach out to her at any time and get a response and support. I would recommend Norma and Klick and Associates to someone looking for a long-term, meaningful relationship with their CPA. ” – Krista Covell-Pierson owner Covell Care and Rehabilitation LLC