Steven F. Klein: A Leader in Financial Expertise and Strategic Growth
As Managing Partner of Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A. (Gerson Preston), Steven F. Klein, CPA, has redefined leadership in the financial world, guiding the firm’s growth with over 30 years of experience. His vision and dedication have shaped the firm into a trusted leader in South Florida’s accounting and advisory sectors. He is a people person who embraces the importance of business and personal relationships to understand and pursue his client’s financial goals. He takes pride in helping his clients build successful businesses, many of which reflect Miami’s entrepreneurial and global economy, such as real estate development, professional services, technology, international business and investments, retail and hospitality.
Klein’s leadership not only inspires his team but also drives innovation within the firm, fostering a culture of excellence that prioritizes client success. His commitment to mentoring emerging professionals in the industry further solidifies his role as a guiding force at Gerson Preston.
“Tax compliance is not just about numbers; it’s about strategic foresight and understanding the bigger picture,” said Klein. “I strive to provide my clients with solutions that not only meet their needs today but set them up for long-term success.”
Klein’s expertise spans a broad range of services, from managing financial audits to advising on mergers and acquisitions. His deep knowledge of tax compliance and business consulting makes him an invaluable asset to his clients, many of whom rely on his guidance to navigate complex financial challenges. Under his leadership, Gerson Preston also promotes financial literacy, ensuring clients are empowered with the knowledge to make informed decisions about their financial future.
Beyond his professional accomplishments, Steven is actively involved in philanthropy. As a Board Member of the Diabetes Research Institute Foundation, he co-chairs the Out of the Kitchen annual event in South Florida, which raises funds to support diabetes research. His commitment to giving back is reflected in his efforts to foster community engagement and create lasting impact beyond the financial world.
In recognition of his leadership, Klein was awarded the prestigious 2022 Apogee Award by South Florida Business & Wealth Magazine for his contributions to the financial services industry.
A seasoned professional, Klein earned his Bachelor of Science in Accounting with honors from New York University in 1983. He continues to play a pivotal role in shaping the future of Gerson Preston, driving innovation and excellence within the tax field while offering tailored financial strategies that align with his clients’ unique goals.
About Gerson Preston:
Founded in 1959, Gerson Preston is a leading full-service accounting and advisory firm based in South Florida, specializing in Assurance & Accounting Services, Tax Services, and Business Valuation. With a global presence and offices in Miami, Boca Raton, and Denver, the firm serves a wide range of industries and clients.
