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3 Tips for Navigating the IRS’s Backlog

Mar 10, 2022, 5:59 AM

At the start of a “normal” tax season, the IRS usually has a backlog of about a million returns. But this year, the agency started with about 6 million unprocessed returns and 2 million unprocessed amended returns. Although much of the IRS backlog is beyond anyone’s control, there are a few things you can do to make things easier for yourself.

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From Avantax: How To Review a Financial Advisor

Mar 9, 2022, 4:10 AM

Once you’ve found a financial advisor that you feel is a good match for your needs, what’s next? It’s a good idea to carefully review the person you’ll trust with your finances. If you’re unsure of what questions to ask or what information to gather, use the following checklist to help you review a financial advisor.

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Health Insurance Considerations for Your Remote Workers

Feb 24, 2022, 5:08 AM

Remote work has resulted in plenty of benefits and challenges for employees and employers alike. For employers, one of those challenges is choosing health insurance plans that will cover employees in multiple states. In this article, we'll review some different options and the pros and cons of each.

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5 Ideas for Retaining Employees in a Post-Pandemic World

Feb 17, 2022, 9:21 AM

Employers have a lot of options to consider — pay raises, bonuses, flexible schedules, remote work, new or increased benefits, additional training and opportunities for advancement, and more. Let’s take a look at some other popular ways to keep your best staff members and then a few that you might not have considered.

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Meet The Team | Elizabeth Alva

Feb 3, 2022, 9:28 AM

Join us in welcoming one of our newest team members at Casey Peterson, LTD, Elizabeth Alva.

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Closed: Now Hiring Administrative Assistant

Feb 3, 2022, 4:19 AM

We have an open position for an administrative assistant.

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How Can Your Business Navigate Inflation and Wage Increases?

Jan 28, 2022, 3:36 AM

It’s rarely easy to run a business — large or small. But inflation and staffing volatility are making the everyday process of running an organization that much more challenging. To help you figure out the best steps for your business and its unique situation, we pulled together some resources from around the web.

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Is The 4% Withdrawal Strategy in Retirement Right For You?

Jan 27, 2022, 6:29 AM

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

Jan 25, 2022, 6:54 AM

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?

Jan 19, 2022, 7:28 AM

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.

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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.