Tax Planning

It is our job to see that you pay no more tax than the law requires.

Here at PutmanGroup, we monitor the changes in the tax law that could affect you and recommend money saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters.

There is a certain mystique that has grown around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

Tax planning and tax-cutting techniques can often times be confusing, but we’re here to make things simple for you. No matter what stage your business is in, we will work hard to minimize your tax burden by understanding the tax code and what tax deductions, breaks, credits and incentives that apply to your type of business. For individual clients, we will design and implement a personalized plan that legally and effectively reduces your tax obligations.

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