How We Work

PUTMANGROUP is a professional financial services firm providing a Comprehensive Financial Approach to meet your financial needs with accounting, tax, business consulting, QuickBooks management and wealth management. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Client Centered

Our firm has been in business for over Twenty years in Southern California and has a well-deserved reputation of expertise with small to medium size businesses in retail, manufacturing, construction, real estate, mortgage brokerage, wholesale distribution, high-tech, restaurants and professional services. We also handle your individual needs with personal financial planning, tax planning and preparation, and wealth management to provide an overall Comprehensive Financial Approach to overseeing your prosperity and growth.

We take pride in providing outstanding client service by emphasizing personalized client care, always being proactive and responsive with client needs, staying on top of the latest tax law changes and continuing education, maintaining a high-tech office, providing comprehensive client services to meet your financial needs and charging a fair and reasonable fee.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 949 502 6700

Click to Schedule an Appointment