Top-Rated Tax Return Preparation Services - Contra Costa County, CA

When it comes to tax filing or financial planning, there are so many variables to consider; laws and regulations change all the time and it’s easy to overlook important strategies that can save you money or keep you out of trouble. Chuck Putney, partner at the Contra Costa County firm Putney-Klein Associates in Walnut Creek CA understands this, and for 40 years has been both a financial planner and tax preparer for individuals and business owners, with a long track record of maximizing tax rebates safely, and achieving success and financial independence for clients as financial advisors and retirement planners. Over 100 Years of Experience Collectively at Putney Klein AssociatesFinancial planning and tax services proved to be a good fit for Chuck Putney, and over the years his client base expanded as he honed his expertise. 12 years ago, Ed Klein, himself a long-time, experienced tax preparer and accountant, joined Chuck and the two formed Putney-Klein Associates, Inc. Ed Klein has a degree in Business from Golden Gate University and completes 30 or more hours of continuing education each year. In addition, Dave Johnson, an Enrolled Agent (EA) and Certified Financial Planner (CFP) joined the Contra Costa County firm in 1990. Having worked in the tax field for more than 20 years as well as a stockbroker and insurance agent, Dave Johnson brings a wealth of knowledge and expertise to bear on creatively solving their clients’ tax and financial problems. "We decided to...

Many people know they’re better off hiring a tax professional to prepare their taxes. But not all tax preparers offer the same quality of service. It takes a dedicated tax preparer to safely get you the biggest returns possible, and to offer reliable year-round service. Fortunately we found tax preparer Debbie Coe with offices in San Rafael and Sebastopol CA, who clients say is dedicated to her profession, and who also offers accounting services that meet her clients’ specific needs. She serves clients in Marin, Sonoma, Napa, Alameda, and Contra Costa counties and San Francisco, offering tax preparation and bookkeeping services. Debbie Coe, in Marin County: Dedicated to Accuracy It seems that everyone is in a rush during tax time, and tax preparers are no exception. So it’s common for some to just make guesses and fill in the blanks when they’re in a hurry, without consulting their clients to get the real numbers. But when they hurry through your return so they can get on to the next client, you miss out on valuable deductions and they make mistakes that can get you audited. That’s why you need someone proven dedicated to taking the time to find all the deductions that safely get you the biggest return without the danger of an audit. And clients of tax preparer Debbie Coe say exactly that about her. “I take the extra time with my clients and I never rush them out...

Alamo Bookkeeping & Tax service owner Sharon Hinchman explained that, while working for Chevron in the 1970s, she bought her first house. Prompted by her ignorance of the tax consequences of homeownership, she enrolled in a tax-prep class as a way to "defend" against the unknown. At that time, Chevron offered classes to employees, right on the Chevron campus—they even underwrote the cost. One class led to several others, and before long, Sharon Hinchman was a licensed Enrolled Agent (EA). Enrolled Agents are certified to represent clients against the IRS, in any dispute or action involving a taxpayer and the government. Sharon’s first audit involved an appeals hearing, with Chevron’s legal counsel sitting beside her. It was a daunting experience; "trial by fire" is how she described it, but she found she loved the work. After Chevron, she worked for several years at Grant Thornton (the world’s largest accounting firm) as a manager of International executive tax services. In 1995 Sharon left the 80-hour work week behind with no regrets, and started her own business. Professionalism and Honorability with Alamo Bookeeping & Tax Service Sharon Hinchman is a community presence on the quaint little block in Alamo CA where Alamo Bookeeping & Tax Service is housed. Sharon is a charter member of the Danville CA Community Band, playing French horn alongside musicians like the lead clarinetist from the 91st Army Reserve Band, and other wonderful players. In fact, she and...