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Wealth Care Lawyer - Klaus Gottlieb, Esq.

Wealth Care Lawyer - Klaus Gottlieb, Esq.

Reviews Summary

Klaus Gottlieb receives consistently high praise for his expertise in estate planning and trust law. Clients appreciate his thorough, personalized approach, clear explanations of complex options, and ability to tailor solutions to unique family needs. Many highlight his professionalism, responsiveness, and ability to make daunting processes stress-free. His attention to detail, proactive problem-solving, and empathetic demeanor instill confidence. Reviewers frequently mention his fair pricing and recommend him highly for trusts, wills, and estate planning.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

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

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Contact Information

Address

956 Walnut St Ste 200

San Luis Obispo, California 93401

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I would highly recommend Mr. Gottlieb for any estate planning needs. I consulted Klaus about asset protection for a trust I administer and found his research, legal analysis and advise to be top notch. He is thorough, very knowledgeable and responded in a timely and professional manner to calls, emails and was a pleasure to meet with regarding the legal guidance I needed. He follows through, asks questions to insure he has all the pertinent information he needs and leaves you knowing you have worked with a

I live in Cambria and found that working with Klaus just down the road in Cayucos was an extremely convenient option. In addition, he was receptive, professional and tailored the trust to my specific needs (I have a disabled family member and he was very knowledgeable in how to set the trust up with specific attention to this). This was my first home and trust, and he made the drafting process very easy (I was quite intimated)! I was pleased and impressed.

I must admit, creating a family trust has been on my to-do list for many years; it's something you know you need to do but it is easy to let it fall to the wayside. We finally made it a priority to get it done and it feels great to know there is a plan in place should life not go as expected. Furthermore, it can be daunting to find a legal professional you trust. What sets Klaus apart is his thoughtful, thorough approach. He took the time to understand our unique family business needs and developed customi

Very impressed with Klaus? vast knowledge in the world of estate planning! He does not just pump out a generic trust and send you on your way like other lawyers I've dealt with in the past. His knowledge of all of the intricacies of that world and his ability to find custom solutions that truly meet the needs of his clients and puts them in the best situation makes him someone I will continue to recommend all over town!

My wife and I needed to update and make some revisions to our existing trust. With his thorough knowledge of trust law, Klaus presented various options, clearly describing the pro?s and con?s of each. We then selected a direction in which to proceed and were provided rough drafts by email. After studying the draft we decided to go with one of the other options he had presented. The clear and lucid explanation of his original presentation gave us the confidence that we understood all the options well eno

I found Klaus through a collegiate recommendation. He was very attentive and detail oriented. Our estate is complicated as my spouse and myself come from different countries. We have relatives with complicated needs. Klaus was upfront and proactive in finding solutions to our needs. We fe secure and confident that our family will be able to manage in the event of our passing.

My wife and I met with Klaus Gottlieb to help us with what seemed to be a daunting task, a Living Trust. We felt very at ease as Klaus went over our estate with us and the process to provide our family a better future. All our questions were answered by Klaus during the meeting and of course any questions afterwards were answered promptly via email. We appreciate Klaus? professionalism and he made our family responsibility of having a Living Trust stress-free. Klaus is very knowledgeable and we highly recom

I'm a certified registered nurse anesthetist and my colleague recommended Wealth Care Lawyer company to help make a new trust and will post my recent divorce. They were efficient, timely, and very knowledgeable. Also the price is very fair, considering a lot of us have a complicated financial portfolio. I sincerely recommend this company to help with estate planning, trusts and wills.

I needed to get my estate in order and after contacting Klaus the stress of this was gone. He is so knowledgeable and a kind empathetic person. He makes you feel so comfortable and helps you to understand the whole process in a professional and kind way.

He helped my family set up a trust for our mother. There were multiple assets and accounts that we had to identify and transfer into the trust. He guided us through the process and that was very helpful. I feel great about recommending him.

Klaus really took time to listen to my concerns and explain things I didn't understand. He was very professional, diligent, and made me feel comfortable and confident through this whole process .

I really enjoyed working with Klaus, he was thoughtful and made sure he got the details correct for my living trust and estate planning documents. Five star service

Easy to work with, paid attention to detail, offered solutions, and explained things. Very happy with his service

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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