Top-Rated Accountants & Bookkeeping - Alameda 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...

Philtax, Inc. in Oakland CA is a boutique tax preparation firm that hand-selects their clients. That’s because Philtax has experience and education beyond most other tax preparers. Philtax Inc offers provides exceptional value and are client-oriented for the personal tax services their elite clients demand, including additional services such as employee stock options and RSUs and IRS representation. So we interviewed Philip Fiegler, Enrolled Agent and owner of Philtax, Inc. in Alameda County and asked him how clients benefit from the exclusive tax preparation and bookkeeping services provided by his firm. Exceptional Experience and Education at Philtax, Inc. in Oakland CA It turns out that Philip Fiegler is the EA (Enrolled Agent) who offers professional experience and education that surpasses most other tax preparation services. "EAs are required to take 72 hours of continuing education and 6 hours of ethics courses every three years. But I take more than 65 hours of courses in an average year," he shares. "I’m constantly seeking out knowledge to increase niche areas of my practice including IRS representation and tax law." In fact, Philip is one of the rare Enrolled Agents who passed the EA exam on his first attempt. He’s also a Fellow of the NTPI (National Tax Practice Institute). During a research phone call for this article, a Philtax, Inc. client named Art said. "Phil Fiegler is the best tax man in the country! I’ve worked with five or six different CPAs...