Putney-Klein Associates, Inc. Scorecard

Company Name	Putney-Klein Associates, Inc.
Facility Address	1243 Alpine Road #219 Walnut Creek CA 94596
Phone Number	(925) 932-2612
Alt Phone Number
Office Hours
Email Contact	Send an email to this Company

Areas Served	Contra Costa incl. Walnut Creek CA, Pleasant Hill CA, Concord CA, Orinda, Alamo CA, Lafayette CA, Moraga, Rheem Valley, Saranap, Cowell, Walnut Heights
Owners	Chuck Putney and Ed Klein
Owner’s Years in Industry	1986
Number of Employees	9
Licensing	EA (Enrolled Agent)
Insurance	General Liability Insurance in the amount of $1,000,000 with Safeco Business Insurance, Policy Number: 02BO8996018
Insurance
Insurance
Education Credentials	Multiple degrees in business and financial planning
Certifications & Memberships	Prime Buyer’s Report TOP 10, Better Business Bureau, AiP (International Association of Advisors in Philanthropy), Chamber of Commerce-Walnut Creek, CSEA (California Society of Enrolled Agents), FPA (Financial Planning Association), NAEA (National Association of Enrolled Agents)
Awards
Area of Expertise	Tax return services incl. tax return preparation and tax return filing, tax consulting, Financial planning, Retirement planning, Representation before the IRS
Key Equipment
Customers Served per Year	1200
Type of Customers	Individuals, retirees, small business owners, investors
Warranties & Guarantees	Will stand behind our tax returns and cover any penalties that are our fault
Pricing
Credit Cards Accepted
Financing