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Blog


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​What’s The Right Retirement Plan Investment Allocation For You?

Sep 11, 2021, 4:24 AM

Most retirement plans provide many investment options, and choosing the best option for you can be challenging. There are three main areas to help you determine the best investments for your retirement account.
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The Attributes Of A Great People Developer

Aug 31, 2021, 1:26 AM

Accounting Today recently featured two of our staff members — Client Manager and CPA Lori Larson and Industry Leader, CPA, and MBA Kayla Giesey — in an article about different generational perspectives. Lori and Kayla were both asked to answer the question “what do you consider to be the most important attributes of a great people developer?”
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​Don’t Rush Your Submission For PPP Forgiveness

Aug 26, 2021, 7:53 AM

If you haven’t already filed for forgiveness of your business’s Paycheck Protection Program loan, you might want to continue to wait.
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​What To Do If You Get A Letter From the IRS

Aug 23, 2021, 6:34 AM

The Internal Revenue Service sends millions of letters and notifications to taxpayers every year. Not all notices are bad news, but it can be scary to see “IRS” on a piece of mail. No matter what kind of notification you receive, here are some tips about the best ways to handle the message.
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Meet The Team | Barbara Weber

Aug 20, 2021, 2:50 AM

​Join us in welcoming one of our newest team members at Casey Peterson, LTD, Barbara Weber.
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Financial Statement Prep, Compilation, Review, Or Audit: Which Is Right for Your Organization?

Aug 13, 2021, 4:12 AM

Companies and organizations sometimes believe they need an audit because their bylaws require one, or their board decided they needed one. But an audit isn’t always the best option. To help clarify what an audit can and can't do, we created a free eBook.
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​PPP and ERC: How New IRS Guidance Could Benefit Your Business

Aug 12, 2021, 6:03 AM

The IRS recently released some new “safe harbor” Employee Retention Credit guidance. Taxpayers can now exclude certain kinds of COVID-19 relief funding from their gross receipts when testing for eligibility to receive ERC.
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Meet The Team | Racquel Wientjes

Aug 9, 2021, 2:55 AM

Join us in welcoming one of our newest team members at Casey Peterson, LTD, Racquel Wientjes.
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Meet The Team | Ben Newman

Aug 3, 2021, 2:40 AM

Join us in welcoming one of our newest team members at Casey Peterson, LTD, Ben Newman.
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New Streamlined PPP Forgiveness Portal Opens Aug. 4

Jul 29, 2021, 10:40 AM

PPP borrowers with loans of $150,000 or less will soon be able to apply for forgiveness using the “PPP Direct Forgiveness Portal.”
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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.

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