Lead the Way.

Casey Peterson, Ltd. News

Meet The Team | Stefanie Adam
05/5/2022
Join us in welcoming one of our newest team members at Casey Peterson, LTD, Stefanie Adam.
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How Long Should You Keep Your Tax Information?
05/4/2022
Ever wondered how long you should keep your income tax records, property sale information, stock investment documents, or other tax info? The short answer? It depends.
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5 Red Flags For Nonprofits To Watch For
05/2/2022
To help you stay on top of your nonprofit's financial situation, we've highlighted some indicators that may signal that the health of your organization's finance, operations, or governance isn't what it should be.
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.