“As the owner of many businesses the PUTMANGROUP has been responsive, extremely knowledgeable and accurate with all my finances from managing my QuickBooks accounting, tax planning and tax preparation. Over the many years that I’ve been with them, I totally trust them as my advisor and I have also turned to them to manage my retirement plan and investments.” — Michael Y.
Wealth Management Solutions
Our wealth management program is a comprehensive and integrated approach to build, accumulate and protect your wealth. We make the wealth management process simple and understandable. - Find out more.
Virtual Accounting Solutions
Our E-Dashboard Technology is a virtual accounting system housing your QuickBooks desktop version for easy access for you and us to manage your accounting needs. This virtual system is the perfect way to access your accounting 24/7 from anywhere and to make our job as your CPA more efficient, saving you money with real time results. - Find out more.
Please view our onlineadvisor center for the latest tax, finance and business updates. Please visit us each month for the latest information. Find out more.