Tax Services

Providing tax preparation services and strategies to maximize after-tax income.

Individual Taxes

At Putnam Accounting & Tax Services, we specialize in accurate, quick, and painless preparation of your personal income taxes, offering sensible assistance at reasonable rates. Our knowledgeable and experienced tax professionals ensure that you receive all the deductions to which you are entitled and speed your refund by filing your return electronically with the IRS and state tax authorities. In addition, we are available year-round to provide valuable assistance with tax planning, helping you minimize your tax liability and avoid surprises during the tax season.

Corporate Taxes

At Putnam Accounting & Tax Services, careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer expert tax preparation services and to help you to find the best possible strategies for reducing your tax liability within the limits of the law.

Tax Planning

Always be prepared to face your tax consequences with confidence.  At Putnam Accounting & Tax Services makes no mistakes when it comes to tax planning for individuals. Turn to us for your tax planning needs and our experts will guide you with the best choices. We do not believe in one size fits all, we use the latest planning techniques to reduce your tax liabilities.

Part-Time CFO/Controller Services

With our part-time CFO/Controller service, you can have a qualified financial manager who collaborates with you to help lead your company to success. At Putnam Accounting & Tax Services we offer Virtual CFO/Controller services at a fraction of the cost while delivering high-quality service and adding great value to our clients.  Our outsourced controller and CFO team empowers your business by elevating financial strategy, maximizing profits, and accelerating growth. We will help oversee your financial processes, provide data and insights, and execute strategic management of your accounts so you can focus on your core business.

As trusted partners we provide support in the following areas:

  • Financial Accounting and reporting
  • Financial budget and forecasting
  • Monthly closings & account reconciliation
  • GAAP accounting
  • Inventory management
  • Internal controls
  • Cashflow management
  • Assistance with external audits
  • Strategic planning


Accounting & Bookkeeping Services

At Putnam Accounting & Tax Services, we recognize that accurate, well-organized financial information is critical to your corporate or personal financial health. Our detail-oriented and insightful staff is committed to providing the comprehensive reports, analysis, and services you need to manage your finances and assess your financial position. We offer a broad spectrum of meaningful and cost-effective accounting and auditing services, from bookkeeping services to financial statement preparation to financial analysis to help you to manage your finances efficiently and accurately.

Our services include:

  • Auditing
  • Compilation and reviews
  • General ledger and financial statement preparation
  • Monthly, quarterly, and annual financial reporting
  • Bookkeeping
  • Budgeting and forecasting
  • Internal controls and system reviews
  • Financial planning
  • Forensic accounting 


Payroll Services

We provide complete payroll services. We’ll set up direct deposits, make thorough payroll reports, run them on a weekly, biweekly, or monthly basis, and prepare W-2s, W-3s, and 1099s.

Business Tax

Proactive tax planning ought to be a component of your corporation’s overall financial and business strategy in the complex tax climate of today. Let our business tax CPAs give you advice on how to lessen and manage your tax liabilities as tax reform continues to produce significant tax changes. We collaborate closely with you to develop a strategic tax plan that can help your company achieve its objectives and open up reinvestment opportunities that can be utilised to spur development, boost profitability, and finance innovation.

Tax Services for Individuals

You could find that preparing your own taxes leaves you with more questions than it does answers. Whether we like it or not, the complexity of today’s tax regulations makes even submitting a straightforward return challenging. In order to reduce your tax liability, we will analyse your return. In every Federal and State audit, we stand in for our clients. All 50 US States are represented by us for clients.

Business TaxEstate and Gift Tax Planning

Through giving initiatives and estate planning, we collaborate with our customers to create a strategy that minimises their tax liability.


The purpose of strategic business planning extends far beyond securing funding. We assist clients in creating a strategic plan that clarifies the future of the business, guarantees that key executives are “on the same page,” and keeps management and employees concentrated on the tasks at hand. When launching a new firm, offering a new good or service, or turning around a failing enterprise, we provide our clients advice.

Succession Planning

The succession planning consultants at our company will assist you in understanding your alternatives for passing your company on to succeeding generations, partners, or other parties.

Litigation Support

HMCPA litigation support services, which you can rely on, provide you with the specialised abilities, know-how, resources, and expertise you need to settle your conflict.

Business Valuation

We take the time to fully comprehend your business and the sector in order to generate a trustworthy value.

Scroll to Top