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Casey Peterson, Ltd. News
If you’ve gotten a balance-due notice from the IRS, you’re not alone. Since the agency has started getting caught up in its backlog of returns, correspondence, and other items, it’s ramping up its collection letters again. You’ve got about five options when it comes to a balance-due notice.More info
Ever considered a Roth IRA conversion but didn’t want the hefty tax bill? Well, if there’s any upside to a down market, making that switch now could reduce that tax bite.More info
What’s better on a hot summer day than buying ice-cold lemonade from your neighbor kid’s stand? Well, ranking right up there with sunburns and bug bites is the government’s tax bill if a minor makes more than $400 in net earnings from their self-employment gig.More info
DON'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.