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 Casey Peterson and Associates, LTD., offers individuals and businesses a variety of accounting services tailored to their special needs.
Payroll Services
- Friendly, courteous, and prompt service by staff that is up-to-date on changes in payroll reporting
- Payroll document review to ensure proper reporting
- Process payroll
- Issuing of payroll checks
- Making payroll tax deposits
- Filing quarterly and annual payroll reports
Bookkeeping/Recordkeeping
- Personal money management
- Data entry for personal or business
- Budgeting
- Maintain checking account including issuing checks, recording deposits, and reconciliation
- Assistance in managing your finances to enable you to better understand your financial situation
- Maintain accounts receivable and accounts payable
- Prepare 1099's
- Prepare sales and excise tax returns
- Maintain depreciation schedules
Software Consulting
- Research software to address your accounting needs
- Install and train your personnel on accounting software
- Setup, maintenance and assistance on a variety of software packages including: Creative Solutions, Peachtree, MYOB, BillQuick, QuickBooks and QuickBooks Point of Sale
- On-site training in your office, on your system, and with your data
Business Plans
- Assistance in researching business feasibility
- Preparation of a business plan to present to potential leaders, SBA, etc.
Controllership
Our on-site controllership can help you immensely. For the business that is too small for an in-house controller but too large for an in-house bookkeeper, we can fill the role of a controller by visiting your business, making suggestions on your in-house routines, and assisting you with improving your efficiency and accuracy with your record keeping.
Our controllership services are designed to provide accounting services, supervisory training, and ongoing
management services to assist you in your business endeavors to earn the profit you desire. Our service is ideal
for companies that desire the expertise of an experienced accountant but do not yet require those services on a
full-time basis.
Please contact Trudy Kennedy, CPA, Accounting Team Manager, if you have any questions on the services described above, or if you would like a quote. A printable PDF of Accounting services is available here.
 Do you have an audit or review of your financial statements? Do you think that you need one?
A company should consider engaging a CPA to audit its financial statements and to issue a report that provides the highest level of assurance that the financial statements are presented fairly and in conformity with generally accepted accounting principles. In an audit, as in a review, the CPA must be independent of the client and the financial statements must contain all required disclosures. The CPA firm you choose should also be of impeccable credibility and quality within the highest standards set by the industry. An audit adds a high-quality financial statement to the financial package that is presented to banks, investors, vendors, federal awarding agencies, insurance and building companies, as well as prospective donors and purchasers.
In an audit, we will gather information through inquiry, observation, confirmation and testing of selected transactions. An audit provides a reasonable level of assurance that the financial statements are free of material misstatements caused by error or fraud. An audit does not, however, provide a guarantee of accuracy or absolute assurance that immaterial fraud has not occurred.
We obtain a working knowledge of the industry in which you operate and acquire information on key aspects of your organization, including operating methods, products and services, and material transactions with related parties.
As part of our review services, the CPA will make inquiries concerning such financial statement related matters as accounting principles and practices, record keeping practices, accounting policies, actions of the board of directors, and changes in business activities. The CPA will then apply analytical procedures designed to identify unusual items or trends in the financial statements that may need explanation. Essentially, a review is designed to see whether the financial statements “make sense” without applying audit-type tests.
Industries
At Casey Peterson & Associates, LTD., we have many qualified people who have expertise in many industries. These industries include, but are not limited to:
- Non-Profits
- Healthcare
- Construction
- Manufacturing
- Government entities (including municipalities and school districts)
- Financial and compliance audits in accordance with circular A-133
- HUD
- Employee benefit plans (specializing in 401K plans)
Additional Services
In addition to audit and review services, our audit team offers the following services:
- Full disclosure compilations
- Agreed-upon procedures
- Internal control consulting
- Fraud examinations & prevention
- Forecast & projections
Please call Mark Lyons, CPA, Audit Shareholder or Cheryl Kenitzer, CPA, CFE, Audit Team Manager, if you have any questions on these services, or if you would like a quote. A printable PDF of Audit and Review services is available here.
Tax Planning, Projections, & Preparation
 A company, or individual, should engage a CPA to prepare the applicable federal, state, or local tax returns in a timely, complete, and accurate manner. In addition to doing tax returns, we at Casey Peterson and Associates, LTD., feel that it is just as important for us to be available to help our clients with thorough tax planning and representation on our clients' behalf with the IRS and other taxing authorities.
Tax Services
- Individual income tax returns
- Corporation income tax returns - both taxable and subchapter S
- Partnership income tax returns
- Fiduciary income tax returns
- Federal, estate, & gift tax returns
- Exempt organization returns
- Amended federal and state tax returns of all types
- State individual and business tax returns for all states
- Numerous other forms and returns which are required by the government
- Complete payroll tax services
- LLC, FLP & LLP income tax returns
- Trust income tax returns
Tax Issues That May Apply
- Amending prior tax returns
- Compensation and benefit planning
- Alternative accounting methods
- Entity selection for start-ups
- Estimated tax payment planning
- Available tax credits
- Corporate and partnership planning, formation, dissolution, and reorganization
Casey Peterson and Associates, LTD., takes pride in being a full-service tax firm. We constantly strive to keep abreast with current tax laws and anticipated tax law changes. We attend numerous seminars and continuing education programs needed to keep up with these changes and use the latest in computer tax and internet-based programs to deliver the most accurate and timely tax returns. It is our mission to serve as our clients' advocate and to ensure they do not pay more in taxes than is legally required. For questions, please contact our Director of Tax, Michael Dell, CPA, or any of our tax specialists. A printable PDF of Tax Planning, Projections and Preparation services is available here.
Industries CP&A Specializes in:
- Construction
- Agriculture
- Manufacturing
- Healthcare
- Governmental
- Real Estate
- Retail
- Non-profit
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