Lead the Way.
road to recovery
The COVID-19 coronavirus is impacting every business and person in the nation. Every day, there’s a new financial question or concern related to the crisis.
To help you navigate these challenging times, Casey Peterson, LTD financial professionals are monitoring this ever-shifting landscape to help you make smart decisions by updating our resource page regularly.
Industries Served
Does your business fall outside our specialty industries below? That doesn’t mean we can’t help. If you’d like more information about the additional services we offer — throughout dozens of other industries we serve — let's talk.
PPP LOAN FORGIVENESS SOLUTION
It’s difficult to keep up with and understand all of the nuances of the new government aid. We don’t want you to feel overwhelmed or alone during this time. So, we’ve created an innovative solution to help you forecast, document, and report your Paycheck Protection Program loan forgiveness.
Learn More
Casey Peterson, Ltd. News
FAFSA Changes Could Affect How Much Financial Aid Your Student Receives
07/21/2021
New laws that went into effect late last year might affect how some families receive financial aid for college. The goal of the new laws was to simplify the process and get more families to apply. But middle-class and high-income families might end up with less money than in previous years.
More info
How to Decide on the Best Business Structure to Protect Your Assets
07/15/2021
There are rewards and risks involved in building and growing your business when you’re the owner. But when it comes to the risks, there are effective ways you can protect your personal assets.
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Update: What You Need to Know about the Childcare Tax Credit Changes
07/14/2021
Millions of families nationwide are getting letters from the government with details about the Childcare Tax Credit — or CTC. The letters explain that taxpayers who are eligible for an advanced CTC payment and want to receive the payment don’t have to do anything at this time. Here's what you need to know for you and your family.
More infoDON'T LIKE NUMBERS? WE DO.
At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.
We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.
If you want the same, we should talk.