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With our experience and knowledge along with our innovation, we are there to advise you for the future.Learn More
Let Our Knowledge & Innovation Strengthen Your Prosperity
Welcome, we're PutmanGroup, a CPA & Wealth Management Firm in Irvine, CA. We understand that individuals and businesses face unique challenges as they build wealth and account for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is accounting, tax savings, preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Income Taxes Work
A quick look at how federal income taxes work.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When considering life insurance, it's important to understand your options.
Apps that help small business owners better manage and grow their business.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
When should you take your Social Security benefit?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?