Individual Client Services
Putney Consulting is here for all your individual tax needs.
Put my experience and knowledge to work for you!
Stressed & Overwhelmed? We Are Here to Help!
Our specialty is complicated returns, and I have the experience to answer your questions and navigate you through the whole process.
We save you Stress+Time+Energy+Money = More time & savings for you!!!
You can go from STRESSED to REST with our tax services!!!
Individual Client Services
Taxes & Financial Management
Individual Tax Services
At Putney Consulting, we understand that navigating the complexities of individual taxes can be overwhelming. Our goal is to simplify the process for you, ensuring that your tax return is accurate and optimized for the best possible outcome. With years of experience serving clients in Sparta, TN, Lisa Putney CPA offers personalized tax preparation services tailored to your unique financial situation.
We stay updated on the latest tax laws and regulations to provide you with the most current advice and strategies. Whether you have straightforward or complex tax needs, we can help you maximize deductions, minimize liabilities, and plan for the future. Our thorough approach means no detail is overlooked, giving you peace of mind during tax season.
To us, your time is priceless, and it’s all about the balance!
No need to get to this point, let us help.
About Our Services
Honest, Dependable, Experienced Tax Services
Why Choose Putney Consulting?
- Expert Guidance: Our team is led by Lisa Putney, a seasoned CPA with a deep understanding of tax codes and regulations.
- Personalized Service: We take the time to understand your financial situation and provide solutions that best fit your needs.
- Accuracy & Efficiency: We ensure that your tax returns are prepared accurately and filed on time, avoiding any potential penalties.
Our Individual Tax Services Include:
- Comprehensive tax preparation and filing
- Tax planning and strategy development
- Audit representation and support
- Assistance with IRS correspondence
Two very important things…
- I will answer your questions when you need them answered.
- I will make sure you understand everything, I can even help you IMPROVE your finances.
Some Special Considerations:
- Rentals? No problem (but we probably should talk about how they are structured)
- Lived in another state? All state returns as well as localities are done
- Carry forward Losses are easily taken care of!
- Worldwide income? We know how to handle that too.
- Trust Income, K-1 Income, Stock sales, Retirement distributions…Interest/Dividends, both taxable and nontaxable.
- Energy Credits? They are still available!
- Childcare, Adoption, Healthcare, Tuition…we get all your credits including any earned income credit (EIC) available to you.
- Correct Social Security income calculations, Don’t pay more than YOU have to…EVER on any type of income!
Let Putney Consulting take the stress out of tax season.
Contact us today to schedule a consultation and see how we can assist with your individual tax needs!
Contact Us
Putney Consulting is looking forward to working with you for all your individual and business tax needs.
Sparta, TN
Mon.-Fri.: 9:00 am - 4:30 pm, Sat.-Sun.: Closed
Putney Consulting
Because your time is priceless, and it's all about the balance.