Fingers on the Pulse
With our Holistic Approach we bring together all your finances and future goals under one roof.Learn More
We strive to utilize the most modern technology to make us efficient and making your finances easy to understand.Learn More
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 expertise and personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Healthy habits are one of the greatest gifts to give your child.
Learn a little about worldwide currency in this fun infographic
In the face of divorce, making changes to insurance coverage may be overlooked.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
You’ve made investments your whole life. Work with us to help make the most of them.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Understanding the cycle of investing may help you avoid easy pitfalls.