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Whether you’re a client, team member, or part of our communities, what we do is about you. Spreadsheets are great, but it’s the relationships that add up.

What We Do

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Accounting Services

Accounting, bookkeeping, reporting, and payroll don’t have to be complicated. You run your business. We’ll keep the books.

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Audit & Assurance Services

Work with an audit team you trust and can help you manage the risks and fulfill all your requirements.

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Consulting Services

Tricky financial situation? Partner with an expert team of professionals who will be with you every step of the way.

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Tax Services

Put your mind at ease by working with one of our tax preparers. You’ll get friendly, timely, accurate tax services.

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Wealth Management

You deserve a trusted advisor, backed by 40 years of investing experience through our affiliation with Avantax Planning Partners℠.

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Casey Peterson Careers

As a team member, you make an actual difference, helping real clients by solving real problems. And you get to do so in a workplace that offers flexibility and stability. Find your career path at Casey Peterson, LTD.

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What’s Going On

From USAFacts: How do taxes work?

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Client Appreciation Event: Market Update with Avantax’s Ivan Gruhl

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GAAP Episode 035 – Roth IRA Conversions and Financial Therapy

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Casey Peterson, LTD

HUGE THANKS TO OUR INCREDIBLE CLIENTS! WE'RE HONORED TO RECEIVE CLEARLYRATED'S BEST OF ACCOUNTING AWARD FOR THE FOURTH YEAR IN A ROW. YOUR FEEDBACK HELPS US IMPROVE EVERY DAY, AND WE'RE SO GRATEFUL FOR YOUR TRUST.

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