Our Firm

Our Firm

Steven Kliegman CPA

We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. 

We spend less time talking and more time listening. You and your business are unique. We understand this and take the time to learn from you how best to serve your needs, whether simple or complex.

Our People

Steve Kliegman, CPA, Shareholder
B.S. in Business, Syracuse University

Steve began his career in public accounting at a regional CPA firm in Hartford, Connecticut and then relocated to California to join the International Tax Department of Price Waterhouse, San Francisco.  After leaving PW as a manager, he became the Tax Director for the U.S headquarters of a U.K. publicly traded conglomerate where he was responsible for all aspects of tax planning and compliance for the holding company and it’s subsidiaries.  In 1983 he left the private sector to practice public accounting and in 1996, Steve merged his practice with Pete Grant with the resulting firm of Smith Grant & Kliegman.  Steve specializes in taxation for individuals, entities, trusts and estates.
Member: AICPA, CalCPA

Susan Carlson, CPA, Tax Manager
B.S. in Business, U.C. Berkeley
M.S. in Taxation from Golden Gate University

Susan was born in England and emigrated to the United States in her early teens. Susan has over thirty years of public accounting experience predominately in taxation. She became our firm's tax manager in 1984. Her areas of specialty include estates, trusts and individuals both in compliance and planning. She currently lives in Alameda.
Member: AICPA, CalCPA

Molly Melamed, Office Manager, Quickbooks Advisor
B.S. in Psychology, Antioch University, S.F.

Molly is Smith, Grant & Kliegman's office manager and Quickbooks advisor. She brings 25 Years experience as bookkeeper for small businesses and provides day to day bookkeeping and accounting assistance to many of our clients.

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