George Peter Klee CPA, LLC

George Peter Klee CPA, LLC

Reviews Summary

Overwhelmingly positive with 25/27 reviews giving 5 stars, praising professionalism, knowledge, responsiveness, and friendly service. Many highlight long-term satisfaction, personalized attention, and fair pricing. Two 1-star reviews cite serious errors in tax preparation and unfulfilled bookkeeping promises after months. The consensus shows exceptional service for most clients, with rare but significant service failures.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

53 Canterbury Rd

Rochester, New York 14607

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-1PM
Saturday Closed
Sunday Closed

Customer Reviews

Chris Klee is extremely knowledgeable and does a fantastic job. He has helped my husband and I file our taxes the last few years and they have been rather complicated each year but he knows exactly what to do and makes great recommendations based on his expertise and experience. He is also very willing to help and has always been extremely accommodating. I can't recommend him enough and am grateful to be a client.

Chris, Jackie, Mary, and the rest of the team have been wonderful for the last three years that we've worked together. It has been my experience that Chris is knowledgeable, reasonable, and makes time for his clients even during the busy season. The team has successfully navigated business returns for my two small businesses, and will also be handling our personal returns this year. I've happily connected multiple contacts with Chris, and have the utmost confidence that their experiences will resonate with

The service is phenomenal. Very professional. Great to deal with.christopher klee

Chris was incredible! Very knowledgeable, personable, and communicative! Very happy to have found him and will definitely have Chris handle all future accounting needs for me.

My husband and I have been getting our taxes done here for a few years and can't recommend them enough. They always are kind, friendly, available for questions, and make the often confusing and difficult tax process quick and easy. I will never bring my taxes anywhere else, highly recommend them!

Chris Klee is honest intelligent and responsive. He gives high quality practical financial advice and outstanding service. He is not only a trusted business advisor but has also become a key business partner for my business and has become a close personal friend as well ! I recommend working with Chris and would encourage anyone who needs high quality tax accounting or payroll services to contact him.

Hi I gave Mr. Chris Klee all my confidential business documents in order to help me do the bookkeeping on 09/28/2022. Ever since then I have been asking for a follow up when it will get done and he always has a different excuse and promises me he will ?get to it?. I have multiple emails proving this. I called his office plenty of times and asked for updates. Most of the time I get ignored. This is almost 9 months later and the accountant still has not done my bookkeeping. He still has all my documents and

I live out of state and was in need of help completing tax documents in regard to my mother's estate/sale of her home. I received a return call from Chris Klee within one hour. He was professional and knowledgeable. I had the entire form completed and emailed to me within minutes of our conversation. I was extremely happy and relieved to have this taken care of. Also, I had completed the form incorrectly and was planning to pay thousands in taxes. Chris corrected my information and saved me a great de

We started a new business venture in 2019 with really no business acumen or experience. Chris Klee and his staff have been instrumental in helping us grow. Their guidance has helped us to be compliant with state and Federal tax compliance with respect to reporting. They have done some heavy lifting to get us up to speed with Quick Books. Additionally, we have began using their payroll service PayIt Payroll and we could not be happier. Payroll reports and worker income statements are supplied within hours of

Chris was simply amazing combing through everything over the past year and coming back and keeping me on the positive side. The guy is brilliant and anyone who has ever considered switching accountants should do it now! Best accountant that I?ve ever had. I?ve had 4 accountants in the past 36 years and I will only have ONE for the remainder of my tax filing days. He is truly amazing.

I have been with this firm for well over 15 years. They have always handled my taxes with the utmost professionalism and timeliness. Over these years the complexity of my taxes has increased tremendously requiring many phone calls and information exchanges (throughout the year) that have always been answered in a timely fashion. If you are looking for an accounting or payroll firm I would highly recommend The George Peter Klee Group.

The Klee team does a great job, is a pleasure to work with, and always charges a fair price. I have been a customer for both personal and business taxes and financial guidance for many years and would happily recommend them to anyone.

This is the 3rd year of getting our taxes done here. I will not go anywhere else ever again. The CPA's are all super knowledgeable and friendly. We have never had any issues with our tax returns. Also, their secretary at the front desk is one of the sweetest ladies. She always greets us with a smile and treats us like we're family. ??

I have known Chris Klee for 13 years and he has done my taxes for the last 10 years. He answers all my questions timely all year long no matter if I text, email or call him. I am always referring others to him and now when I go do my taxes, I don't go alone.

I have been a client of George Peter Klee CPA for about the last 15 years and it is because of their staff and quality of service that I have stayed with them for so long. Everyone that I have interacted with has been excellent, very prompt, professional and knowledgeable. I would absolutely recommend them to anyone looking for reliable accounting services.

I had a terrible experience. I payed over $300 for my taxes to be prepared and ended up owing the govt $1800. Once I picked up my taxes it was easy to see why. My deductions were not accounted for, the income reported was wrong. and they looked for no credits for me. Staff was friendly is my only positive remark. Had to pay for a amendment and found I over paid by $4000

I don?t give much review but I did for this one because I am amazed at how professional and kind me and my mother had filing tax here. We are refugee from Karenni state in Myanmar and often living in new country with little knowledge of English, people manipulate and took advantage of us. But when me and my mother came to ask for help, they were very warm and welcoming, they explain to me in away that I understand so that I can help my mother understand the tax as well . They treat us with kindness that we

I have been working with Chris on my small business filings and personal taxes. Chris is accommodating, professional and always answers my questions in a timely manner. I love working with Chris and refer him to all of my friends and family!

I have been using Chris Klee for several years. He has saved my on my taxes several years. I moved to South Carolina, and Chris is still able to support me and my family from Rochester, NY.

For both my personal and corporate tax and accounting work, George Peter Klee operates at the highest professional level but with a 'neighborhood' accountant service feel. I have worked with Chris for years and would highly recommend the firm for your accounting/tax work.

I can?t recommend this company enough. Everyone in the office is personable, knowledgeable and professional. They are efficient and responsive. I also have appreciated their kindness, friendliness, and patience!

George is always on top of it and completes each service within a timely manner. Overall I like his personality and friendliness to each of his clients.

They do excellent work at a fair price. One central location that is pretty convenient for anyone in Monroe County area.

This is my second year with this business. They are personable, credible, responsive, and reasonably priced. Very happy to recommend to others!

I have been with George Peter Klee since the beginning and was one of their first clients. It has truly been a pleasure working with them.

Amazing customer service!!! I am so glad I found them after having looked at several different offices!!! Chris is great!!! I highly recommend this place!!!!

They always get my business taxes done well and on time. Friendly and easy to work with too!

The staff members are such a great help. They are very knowledgeable about their services and really go out of their way to help you. I would highly recommend checking them for any accounting needs.

Fantastic. Absolutely fantastic. Been doing my taxes with Chris for 3 years and absolutely refuse to go anywhere else.

Wonderful place to do business with. Always punctual and quick to resolve any questions you have involving your business.

I work in about 15 to 20 different states each year and Chris is always able to answer my questions and give great guidance.

What a great team to work with! Chris was very easy to work with, and get a few pointers for the future.

Everyone is always very personable at George Peter Klee. They are also prompt and fun to work with.

I have been a client for years. Always answers my questions. Gets back to me as soon as possible. Very affordable!!

They are one outstanding company to work with. The entire staff are great people that provide great service every time.

George Peter Klee's company is outstanding to deal with. Great people, great service.

Excellent service and tax preparation. Very knowledgeable and complete tax service.

The staff has helped us through some confusing situations. We come all the way out from Genesee County.

Excellent personal service, Chris and the entire staff do a great job.

Exceptional. Knowledgeable. Respectful. Courteous.

Fantastic team to work with!

Best accounting service in our city

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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