When it comes to tax filing or financial planning, 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, partner at the Contra Costa County firm Putney-Klein Associates in Walnut Creek CA understands this, and for 40 years has been both a financial planner and tax preparer for individuals and business owners, with a long track record of maximizing tax rebates safely, and achieving success and financial independence for clients as financial advisors and retirement planners.

Over 100 Years of Experience Collectively at Putney Klein Associates
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.

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 decided 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."

Putney Klein Associates is 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 EA (Enrolled Agent) can represent you to 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.

Complete Financial Security from Putney Klein Associates Inc in Walnut Creek CA
Besides taxes, Putney-Klein Associates, Inc. in Walnut Creek CA provides retirement, estate, and financial planning. The firm is more than just the people you come to when you have a sudden windfall that needs to be invested wisely. They specialize in long-term planning to reach financial goals, advising clients through good and tough times alike. Chuck Putney tells us, "We're a close family operation in the sense that we look out for clients and their long-term interests. We focus on improving their financial life so they can fulfill their dreams and life goals."

What has kept Chuck Putney motivated to maintain the firm's status as one of the most effective firms in the area all these years? He says, "Seeing the results of our work play out successfully, solving our clients' problems and seeing positive results materialize is what makes us happiest. We're interested in giving clients long-term financial success and the work we do reflects that."