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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
Is The 4% Withdrawal Strategy in Retirement Right For You?
01/27/2022
One of the most popular approaches to how much you can withdraw annually without running out of retirement funds has been the 4% rule. It’s an easy strategy to follow. But lately, there’s concern that taking that approach won’t help you keep up with inflation or offer a predictable amount of income.
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Meet The Team | Ryan Nankivel
01/25/2022
Join us in welcoming one of our newest team members at Casey Peterson, LTD, Ryan Nankivel.
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Can the R&D Tax Credit Help Your Business’s Cash Flow?
01/19/2022
The Research and Development tax credit is a federal tax incentive that rewards taxpayers for investing in U.S.-based research activities. If it's something your business can take advantage of, it could significantly lower your taxes and increase your cash flow.
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.