Putney-Klein Associates, Inc. Company Profile

Tax time can be stressful. There are so many variables to consider; laws and regulations change all the time and it's easy to overlook important strategies that can save you money or keep you out of trouble.

Chuck Putney, co-owner of Putney-Klein Associates in Walnut Creek CA understands this, and for nearly 40 years has been helping individuals and small business owners through the puzzle of forms and laws that make up the tax system.

Chuck Putney started his career as an engineering consultant, spending lots of time on the road. He started his own firm to cut down the travel but also to be in charge of his own destiny while helping others. In 1970 he began doing accounting and taxes for clients and that led to expanded services such as financial planning.

Over 100 Collective Years of Experience
Financial planning and tax services proved to be a good fit for Chuck Putney, and over the years his client base expanded as he honed his expertise. 12 years ago, Ed Klein, himself a long-time, experienced tax preparer and accountant, joined Chuck and the two formed Putney-Klein Associates, Inc in Contra Costa County.

Ed Klein has a degree in Business from Golden Gate University and completes 30 or more hours of continuing education each year. In addition, Dave Johnson, an Enrolled Agent (EA) and Certified Financial Planner (CFP) joined the Contra Costa County firm in 1990. Having worked in the tax field for more than 20 years as well as a stockbroker and insurance agent, Dave Johnson brings a wealth of knowledge and expertise to bear on creatively solving their clients' tax and financial problems.

"We wanted to be the Nordstrom of business and take a concierge approach," said Chuck Putney. "When our clients come in we serve them coffee in china cups or water in engraved glasses and give them our full attention."

Available Year-Round
Putney-Klein Associates, Inc. in Walnut Creek CA is a mostly referral-based business, with satisfied clients both in the Walnut Creek / Concord CA area and throughout all of Contra Costa County area recommending their friends and family to them. This is because of their hands-on, individual approach to each client. "We're very planning oriented," said Chuck. "We help our clients think ahead so they aren't caught with a problem at the end of the year. We work with them on things that happen throughout the year in their life or business so we can help them plan accordingly. We're always available to our clients, not only during tax time, but all the time."

Able to Represent Clients to the IRS
Putney-Klein Associates, Inc. has expertise in legally minimizing their clients' tax burden, helping them resolve past tax problems and record keeping strategies that help avoid future problems. If you do have a problem, Chuck Putney, as an Enrolled Agent (EA) can represent you in front of the IRS. EAs are the only tax professionals tested by the IRS on their knowledge of tax law and regulations and authorized to represent clients to the IRS.

A Wide Range of Services
Besides taxes, Putney-Klein Associates, Inc. in Walnut Creek CA can help with retirement planning and intricate financial and estate planning. Sudden changes in one's financial situation can bring unforeseen complications. Real estate sales, work that takes you out of the United States, mandatory retirement distributions, lottery winnings; all of these have tax and financial planning ramifications.

"We like achieving success for our clients," said Chuck Putney. "Seeing the results of our work play out successfully, solving our clients' problems and seeing positive results materialize is what makes us happiest. Collectively we have over 100 years of experience. We're interested in long-term relationships with our clients, and the work we do reflects that."