PutmanGroup, CPAs

Awesome place to get the job done! I highly recommend this place 100% very professional easy to work with!

I am so glad I found this firm! We own a small business that has grown drastically over the years and knew we had outgrown our old CPA. We were in desperate need to find someone who could take over our business accounting needs, answer tax questions, and manage our personal wealth. PutmanGroup does it all cohesively and is exactly what we were looking for! Ben and his team have been so friendly, knowledgeable, and honest. They are wonderful to work with and always take care of our needs promptly. They’re fees are also very reasonable for the quality of service they provide. I feel so much more confident about our books now that we have Ben and his staff to help guide us!

As I just graduated from UC Irvine and started my professional career, I was advised to seek a professional CPA service.
To be honest I am not too savvy in the financial and tax realm (Majored in Engineering) and working with Putman Group has been amazing.
They have an extremely professional staff that makes you feel welcome and most of all comfortable.
I highly recommend their services.

When I moved to OC in 2000 to work at Soka University in Aliso Viejo, my search for a CPA started. I have been with Putman Group for 12 years. They are a professional group witha highly trained and supporting staff that is amazing. Rachel knows my voice when I call!
This year, i had some extraordinary circumstances, however with Ben, Joe and the other staff members, they were all there for me through the entire process. Stronlgly recommend the Putman Group for all your accounting and Financial needs. They are an exemplary company!
Andy M.

I came to PutmanGroup for tax assistance when I started my personal business as a sole proprietorship in 2011. As my business grew, I was advised by PutmanGroup in my tax review meeting to incorporate my business in order to maximize deductions and reduce audit risk. I decided to go with it but felt super nervous at the same time as I had no accounting/​tax background on how business entities work. The professionals at PutmanGroup amazingly made the whole process an enjoyable and educational experience starting from entity of choice (S Corp Vs LLC Vs C Corp) to setting up the corporation to bookkeeping to corporate tax return to personal tax return. Ben and his team never got tired or impatient of listening to my needs and my idiotic questions, I keep getting invaluable financial advice from PutmanGroup. They truly believe in educating their clients, explaining complex issues to clients so we see value in services they provide. Now I can say I have a pretty good understanding of how debits credits work, how retained earnings roll forward each year, how much owner’s distribution to take and what my tax basis is, etc after merely 3 years with PutmanGroup.
Most of CPAs at PutmanGroup are former Big 4 (Deloitte, PWC) professionals. my understanding is that I’m getting big 4 quality for a much more competitive fee. Any CPA can get a tax return done in my opinion, but what really adds value to me is PutmanGroup’s creative advice before year-​end and their proactive approach. They hold my hand and make sure every step I take is in the right direction towards financial success. PutmanGroup without a question is my most trusted financial advisor who offers me peace of mind so I can focus more on business development rather than struggling with tax compliance.

PutmanGroup is as good as it gets. I own 6 businesses and the team at PutmanGroup has handled my tax planning and preparation for over a decade — they are smart, professional and decent. They don’t nickel and dime me, they don’t make me feel like a «number», but rather they sincerely care about the health of my businesses. I’ve tried the «white shoe» CPA firms in Orange County and found them to be not twice as expenses, but 3 times as expensive — I was just paying for their brand «name». PutmanGroup is family to me. They put my interests first and I highly recommend them to any business or individual.

I used Putman Group. Everyone was very nice. I felt they nickel and dimed me and did not receive valuable advice. If you are billing me don’t tell me about your vacation on billable hours.

I’ve used Putman for both my business and personal taxes for 4 years, and had nothing but excellent, accurate, and professional service.

I have been a client of Ben Putman and the PutmanGroup for about 8 years. I have always received excellent professional service from every member of the staff. The PutmanGroup handles the taxes for my S-​Corp as well as my personal taxes. I’ve received excellent advice on all fronts. I was once faced with a IRS audit, which ended with a perfect audit and error-​free return, with no adjustments necessary! The PutmanGroup was behind me all the way. I am forever grateful for the excellent work performed by the PutmanGroup. Many thanks to Ben and his wonderful staff.

I came to the Putman Group in hopes they could help my husband and I straighten out our taxes. We had a horrible run with our past CPA that left with us unpaid taxes along with penalties and fee’s. My husband and I were so happy with Ben and his entire team we actually brought over my family’s personal taxes along with our small business ! The entire team is very helpful and listens to your needs!
Thank you Putman Group for all your help!

I have been with The Putman Group for over 6 years. Ben and his Team process financial statements, cash flow analysis, and tax returns for 3 of our corporations as well as my family. Their performance and professionalism is second to none. However, their responsiveness and accessibility is what, I believe, really sets them apart from the pack. You need assistance with something, they are there…

The putman group is by far the best accounting firm that I have experienced, and I have used quite a few in the past. They are thorough, prompt, smart, and extremely courteous.
I used to go to places like HR Block and a those places I felt that I was just wanted to get my return done and get paid and that they didn’t care if I got the most I could back. It also didn’t help HR block that I was smarter than the person actually filing my wifes and mine return, definitely not the best feeling. When I was recommended by my friend to see Ben Putman I was a little reluctant, but know I feel like an idiot for ever going anywhere else.
For me I think the attention that I got was awesome, and even though I would rather eat fish guts than do my taxes, they really made it an enjoyable experience.

Great company, very professional and competitive pricing! I highly recommend and suggest you call Ben Putman the owner for all your accounting and financial needs !!!