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Casey Peterson, LTD earned the 2022 Best of Accounting award for providing remarkable service to our clients! A huge thank-you to our staff and clients for this honor.
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.
Casey Peterson, Ltd. News
How SECURE 2.0 Could Affect Your Retirement Planning
01/30/2023
When Congress passed the ginormous omnibus budget bill in December, it also made some pretty big changes to retirement planning. Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 — abbreviated SECURE 2.0 — contains a host of incentives and new rules.
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What You Need to Know to Claim Charitable Deductions on Your Tax Return
01/30/2023
Donating to your favorite nonprofit should make you feel good no matter what tax benefits you also get. But there’s no denying that a tax deduction can make the giving a little sweeter. Not shockingly, the IRS has a lot of rules around charitable contribution deductions. So, if you want to claim your contributions, you’re going to need good records.
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What’s Going on with the Accounting Profession?
01/18/2023
These posts are typically aimed at helping you with your financial or tax matters. But this one’s a little different. There probably isn’t a profession around that wasn’t at least slightly upended by the pandemic and the situations it created. The accounting profession is no different.
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.