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BBB Business Review

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BBB Accredited Business since

Putney-Klein Associates, Inc.

Phone: (925) 932-2612 Fax: (925) 932-2118 1243 Alpine Rd Ste 219, Walnut Creek, CA 94596 http://www.putneyfa.com


BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

This company offers financial services and tax preparation.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Putney-Klein Associates, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that affect the rating for Putney-Klein Associates, Inc. include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Putney-Klein Associates, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: November 16, 2006 Business started: 01/01/1970 Business started locally: 01/01/1970 Business incorporated 10/14/1976 in CA
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

IRS - Enrolled Agent

http://irs.treasury.gov/rpo/rpo.jsf
The number is 005954.

Financial Industry Regulatory Authority/FINRA
1735 K Street, Washington DC 20006
http://www.finra.org/
Phone Number: 844-574-3577
The number is CRD 1061641.

Type of Entity

Corporation

Business Management
Mr. Charles Putney, Owner
Contact Information
Principal: Mr. Charles Putney, Owner
Number of Employees

7

Business Category

Tax Return Preparation Business Plan Preparation Investment Securities Retirement Planning Service Financial Services Estate Planning & Management

Additional Information


Services Provided:
Audits, Reviews, and Compilations
Business Consulting
Business Entity Selection
Buying or Selling a Business
Estate & Trust Tax Preparation
Financial Statements
IRS Representation
Payroll Services
Retirement Planning
Tax Preparation & Planning

X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.