| 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 |
38 |
| Number of Employees |
9 |
| Certifications |
Enrolled Agents, Certified Financial Planner, Notary Public, CHFC, Charted Financial Consultants |
| 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 |
| Memberships |
Better Business Bureau, Chamber of Commerce, NAEA (National Association of Enrolled Agents) CSEA (California Society of Enrolled Agents), FPA (Financial Planning Association), AiP (International Association of Advisors in Philanthropy) |
| Awards |
|
| Year Company Founded |
1970 |
| Area of Expertise |
accounting services |
| Key Brands |
|
| 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 |
|
