Putney-Klein Associates, Inc. provides tax planning and tax preparation services for individuals, businesses, and corporations. We strive to resolve each client's specific concerns and tax planning issues. PKA is an advisory for tax services and financial management. Our professional services include:

Individual and Joint Tax Preparation

At Putney-Klein Associates, Inc., we focus on building close client relationships that add long-term value. We strive to help you keep your taxes as low as legally possible. PKA will prepare your Federal and State income tax returns from information you furnish us, and we will process them for you. We do not audit or verify the data you submit, but rely on the records you provide our staff. In the event of an examination, we are available to represent you. Each tax return is unique and it is important to us to find out not only about the current tax year, but also what your plans are for the future. This type of thoughtful long-term approach helps you get the best results possible. Please call us to inquire about our fees and services.

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Business and Corporate Tax Preparation

Is this your first year in business, and tax time has arrived? Putney-Klein Associates, Inc. can help you prepare so that your returns are filed accurately and timely. We will help you consider your best options now, but with a mind towards your future success. Whether you have a small, medium or large business or corporation, Putney-Klein Associates, Inc., can help you prepare and file your returns with the goal of paying the lowest taxes legally possible. PKA prepares your income tax returns from information furnished us, and in the event of an audit can help represent you as well. Many of our business and corporate clients have been with us for years, and we are proud of our successful client relationships. Please call us to inquire about our fees and services.

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Tax Planning

Part of our tax service includes providing you with information throughout the year to help you plan for your future tax responsibilities. We encourage all of our tax clients to contact us when life changing events happen such as purchasing a new home, paying for college education, the passing of a loved one or the start of a new business venture. All these, and more, can effect your income tax reporting. We can help you consider strategies for tax planning and execution. Our clients benefit from our objective analysis that helps them take advantage of changes in the marketplace, accounting standards, and tax law. Find out how we can help you move ahead into the future with confidence.

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IRS Representation

Professional representation can be vital during an audit. Our years of experience with tax authorities, enables us to guide our clients through the state and federal audit maze. We work hard with for a good result, but if necessary you would have the right to appeal any adjustments made against you by the examining agent. An audit can be a nerve-wracking experience. It is important to have the sort of sound, level headed advice and hand-holding a firm like Putney-Klein Associates, Inc. offers. We are ready and willing to answer any and all questions the IRS may be asking of you. Please contact us to discuss your situation.

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Financial and Retirement Planning

Putney-Klein Associates, Inc.'s goal is to help you reach YOUR financial goals. We can help guide you through the tough decision-making processes regarding asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. The goal of financial independence is not an unrealistic one. Through careful planning and implementation, we can help you reach that goal. If you would like a second opinion on your current strategy, we can help you review that as well.

Taking control of your financial life is critical no matter what your level of financial resources and income are. Much of your personal financial management can be done by yourself. However, in certain situations the help of a professional financial planner can be advantageous.

You may need assistance of a Certified Financial Planner if:

• You feel money is in charge of you . . . and not the other way around.
• You don’t know where your money is coming from or going to.
• You don’t know whether you have enough for retirement.
• You have specific goals to save for, but you’re not sure how to proceed.
• You don’t understand investments.
• You lie awake at night worrying about bills. You have debt problems and need ideas for how to pay them off.
• You own a small business but don’t have a business plan or don’t have a plan for passing that business on to your family.
• You want to pass your estate on to your family with minimal taxes and minimal transfer costs.
• You've recently received a substantial financial windfall such as an inheritance and you want advice on how best to handle the funds.
• You'd like to share less of your wealth with Uncle Sam.
• You're not sure if you’ve got the right amount of life or disability insurance for your family.
• You may know what you want to accomplish, but you don't have the time, or the inclination - a professional financial planner may be the answer.

Putney Financial Advisors offers investment advice to clients seeking financial independence & estate preservation. Please visit our Financial Planning Website for more information.

You may also contact us now with your request by filling out the information below and sending us an email. Ask for information about Financial and Retirement Planning.

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