Lead the Way.
road to recovery
The COVID-19 coronavirus is impacting every business and person in the nation. Every day, there’s a new financial question or concern related to the crisis.
To help you navigate these challenging times, Casey Peterson, LTD financial professionals are monitoring this ever-shifting landscape to help you make smart decisions by updating our resource page regularly.
PPP LOAN FORGIVENESS SOLUTION
It’s difficult to keep up with and understand all of the nuances of the new government aid. We don’t want you to feel overwhelmed or alone during this time. So, we’ve created an innovative solution to help you forecast, document, and report your Paycheck Protection Program loan forgiveness.
Learn More
Casey Peterson, Ltd. News
MEET THE TEAM | JAKE TRUJILLO
02/25/2021
Join us in welcoming one of our newest team members at Casey Peterson, LTD, Jake Trujillo.
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Businesses, Nonprofits with Fewer Than 20 Employees Have Access to Two-Week PPP
02/24/2021
Mom-and-pop businesses and small nonprofits have exclusive access to the Paycheck Protection Program from Feb. 24-March 9.
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How SALT Deductions Impact Your Taxes
02/22/2021
The latest COVID-19 relief package probably won’t include a measure to remove the cap on state and local tax — or SALT — deductions.
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.