Meet the Owner
George A. Putney, IV
Founder & Enrolled Agent
With over 20 years of experience in tax and accounting including time in public accounting and with Fortune 500 defense contractors I’ve seen firsthand the value of disciplined financial practices and rigorous compliance.
Throughout my career, it became clear to me that many individuals and small businesses are looking for something more personal than a standard corporate firm. They want a "trusted advisor" who takes the time to listen, explain the 'why' behind the numbers, and provide genuine guidance.
Mission Statement
Our mission is to provide reliable tax and accounting services that help individuals and small businesses move forward with confidence. We are committed to integretity, accuracy, and building long-term relationships based on trust.
We strive to be a steady source of guidance in an ever-changing financial landscape.
