I started Klause LLC in July 2026 after 13 years in public accounting. I’ve been a Certified Public Accountant (CPA) for more than 10 years and a Certified Management Accountant (CMA) since 2019.
I’ve worked with business owners and high-net-worth individuals across industries such as IT, real estate, professional services, and manufacturing. I genuinely care about my clients and enjoy working closely with them through every stage of their financial journey, from business formation and tax planning to business exit and retirement planning.
I believe the most meaningful client relationships are built over time, and I take pride in growing alongside my clients as they navigate new opportunities, overcome challenges, and reach their financial goals.
My experience across tax, accounting, and advisory lets me take a holistic approach with clients. By understanding both the numbers and the people behind them, I help clients make informed decisions with confidence.
Outside my practice, I serve as Treasurer for nonprofit organizations, bringing the same financial stewardship to those causes that I bring to my clients. I moved to Round Rock in 2025 with my husband and young daughter, and I cherish time with them outside of work.
Services
Every client has unique goals, circumstances, and financial priorities. That is why my services are tailored to your specific needs rather than offered as a one-size-fits-all solution. Whether you need tax compliance, proactive tax planning, or ongoing business advisory, I provide practical guidance that helps you navigate important financial decisions and work toward your long-term goals.
Tax Compliance
Federal and state tax return preparation for individuals, sole proprietors, businesses, trusts, and other entities, with an emphasis on accuracy, compliance, and attention to detail, regardless of the complexity of your tax situation.
If you receive a notice from the IRS or a state tax agency, representation and assistance are available for correspondence, audits, and other tax matters. The goal is to help you understand your options, navigate the process, and work toward a timely and cost-effective resolution.
Tax Advisory & Planning
Effective tax planning starts before important financial decisions are made. Every financial decision can have tax implications, making year-round planning just as important as preparing an annual tax return.
Whether you are starting a business, changing entity structures, preparing for retirement, or considering a major transaction, proactive guidance helps identify planning opportunities before decisions are made. The goal is to reduce unexpected tax liabilities, and help you make informed decisions while remaining prepared for changing tax laws and life events.
Business Advisory
Business owners make important decisions every day that shape the future of their companies. Business advisory services help evaluate opportunities, improve financial performance, and support long-term growth. For businesses that need ongoing strategic financial leadership, fractional CFO services provide executive-level financial guidance without the cost of a full-time CFO.
The goal is to improve financial performance, support sustainable growth, and help your business adapt as circumstances change.
Frequently Asked Questions (FAQ)
I believe the best tax and advisory relationships are built on trust, communication, and taking the time to understand each client’s unique situation.
I intentionally maintain a select client base so I can provide the personalized attention and flexibility that many business owners and real estate investors are looking for. When you work with me, you’ll work directly with me from start to finish. The person preparing your tax return is the same person you can call to discuss tax planning, business decisions, investment properties, or questions that come up throughout the year.
Because I take the time to understand your business, investments, goals, and the challenges you face, my advice is tailored to your specific situation. Whether you’re growing a business, expanding your real estate portfolio, or planning for the future, my goal is to provide practical guidance that helps you make informed decisions, not just prepare a tax return.
As a boutique firm, I can offer direct access to an experienced CPA without the layers of staff often found at larger firms. That means more consistency, more meaningful conversations, and advice from someone who understands your business and long-term goals.
My goal is to provide responsive service, thoughtful advice, and lasting value so you can make confident financial decisions.
Most of my services are offered on a fixed-fee basis, so you’ll know the cost of the engagement before any work begins. I believe clear, upfront pricing helps eliminate surprises and allows you to focus on your business instead of worrying about the bill.
Because every client’s situation is different, fees are based on the complexity of the work, the level of support needed, and the scope of services. After learning about your needs, I’ll provide a customized fee quote upfront, so you’ll know the cost before we begin.
Certain engagements, such as IRS or state tax audit representation, tax controversy matters, or other projects with an uncertain scope, are quoted separately. In these cases, I’ll discuss the expected scope of work and pricing with you before we begin.
I work with sole proprietors, small business owners, and real estate investors. My clients range from entrepreneurs just getting started to established businesses looking for a trusted CPA and advisor. Whether you’re launching your first business, managing a growing company, or investing in real estate, I provide personalized guidance tailored to your needs.
No two clients are exactly alike, so I take the time to understand your goals and your unique situation. Whether you need tax preparation, year-round tax planning, or ongoing business advice, my goal is to provide practical guidance that helps you make informed decisions.
If you’re not sure whether your situation is a good fit, feel free to reach out. I’d be happy to learn more about your needs and discuss how I can help.
Yes. I work with clients both locally and remotely. In fact, most of my clients work with me virtually.
My practice is fully paperless, making it easy to securely exchange documents, sign engagement letters electronically, and communicate by phone, email, or video meeting. Whether you’re located nearby or across the country, you’ll receive the same personalized service and direct access to me.
Getting started is simple. Reach out using the contact form below, and I’ll get in touch to schedule a discovery call or meeting.
During our conversation, we’ll discuss your business or personal tax situation, your goals, and the services you’re looking for. It’s also an opportunity for us to get to know each other and determine whether we’re a good fit.
After our discussion, I’ll provide a fixed fee based on the scope of work, so you’ll know the cost before making a decision. If you decide to move forward, I’ll send an engagement letter outlining the services, and we’ll get started.