Our Services

Meet the PKA Team

Founded in 1970, we serve a growing number of clients throughout the East Bay Region of the San Francisco Bay Area.  And, in certain cases (because of strong client loyalty) we continue to serve clients throughout other regions of the country.  Our professional staff has a collective experience of over 100 years serving clients and our caring adminstrative support staff helps make each client's tax preparation experience warm and family-like.

For many people, tax matters are like going to the dentist.  They consider it necessary--but, something to be delayed or avoided.  Putney Klein Associates makes every effort to make your experience positive while minimizing your tax burden.

Our Mission is to:

• Give you professional, caring and quality service.
• Help you enjoy peace of mind with your tax matters.
• Help you complete accurate tax returns for your business and personal finances while legally minimizing your tax burden.
• Help you avoid difficulties with the IRS or other tax agencies.
• Help you with back taxes and tax representation.
• Help you keep your taxes as low as you legally can.
• Help you resolve tax problems, should you be involved with them.
• Teach you how to work with the tax system, with records and strategies that avoid audit or help you lower your taxes.
• Help you with Financial Planning, Retirement Planning and Estate Planning

To Start Solving Your Tax Problem and Begin A New Life...
Contact Putney Klein Associates, Inc.