Ana Klein, CPA
Owner
- Real estate investors buying their first property,
- Commercial real estate owners,
- Real estate syndicators,
- Real estate investors with large portfolios
Bio
Ana Klein is the owner and CEO of The Tax Boss and a certified public accountant who specializes in real estate taxation. She is also a real estate investor, with ownership interests in properties and RV and mobile home parks.
Ana helps real estate investors understand and apply Internal Revenue Code rules in their tax planning. Her professional background includes public accounting, and she teaches how tax rules can be used to reduce tax liability. Her practice centers on helping investors build wealth through real estate and make informed tax decisions.
Common situations handled
- Planning tax decisions across the year as real estate investments or business circumstances change
- Preparing records and financial information for tax planning discussions
- Evaluating tax considerations when purchasing a first investment property
Tax services and planning
- Year-round real estate tax planning
- Tax return preparation
- Bookkeeping
Evidence reviewed
Evidence
Public education and commentary
Shows public education, speaking, or commentary relevant to the Specialist’s work.
- Supporting source
- REI068: Real Estate Taxes w/ Ana Klein - The Investor's Podcast Network (opens in a new tab)theinvestorspodcast.com · Public source
- Supporting source
- 51: Ana Klein, CPA - AKK Tax a... - The Retiring Real Estate Investor - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Tax Secrets Every Entrepreneur Needs to Know – Unlocking Wealth with Ana Klein | Momentasize Podcast (opens in a new tab)momentasizepodcast.podbean.com · Public source
- Supporting source
- The Best Tax Benefits of Rental Property Ownership (opens in a new tab)biggerpockets.com · Public source
- Supporting source
- 2022 Real Estate Tax Strategies w/ Investor & CPA Ana Klein (opens in a new tab)youtube.com · Public source
- Supporting source
- You've Got To Play The IRS Game with Ana Klein (opens in a new tab)learn.upright.us · Public source
Evidence
Credentials and professional standing
Supports credentials or professional standing shown on the profile.
- Supporting source
- Search Details | NASBA (opens in a new tab)ald.nasba.org · Public source
Evidence
Professional profiles
Confirms public professional identity and context for the Specialist’s practice.
- Supporting source
- What is Cost Segregation and When To Use It (opens in a new tab)youtube.com · Public professional directory
- Supporting source
- Real Estate Professional Status Explained (opens in a new tab)youtube.com · Public professional directory
- Supporting source
- Meet the Team | The Tax Boss CPA Firm (opens in a new tab)the-taxboss.com · Firm website
Evidence
Additional reviewed sources
Provides additional public or firm-provided context reviewed for this profile.
- Supporting source