Blog

Announcements

Stories tagged as "Announcements"


#

​(Almost) Everything You Need to Know About Tipping and Taxes

Mar 3, 2023, 6:23 AM

As anyone who works in a restaurant, bar, salon, or other service job knows, tips are a big part of the pay. If that’s true for you, this post covers most of what you need to know about tipping and taxes.
View Details
#

What Your Organization Needs to Know about the IRS’s latest E-filing Changes

Mar 2, 2023, 9:02 AM

The latest news from the IRS affects almost all organizations required to file returns. If your business or organization files 10 or more returns, they’ll all likely need to be filed electronically starting next year.
View Details
#

​IRS Releases New Document Upload Tool

Feb 24, 2023, 1:48 AM

If you’ve got tax issues to address, the IRS is trying to save you time with a new document upload tool. Right now, the IRS’s tool will allow for document uploads to respond to nine notices.
View Details
#

Meet The Team | Christy Stabber

Feb 21, 2023, 3:02 AM

​Join us in welcoming one of our newest team members at Casey Peterson, LTD, Christy Stabber.
View Details
#

​Does the Federal Marriage Penalty Affect You?

Feb 16, 2023, 8:51 AM

If you’re married, you probably didn’t give a lot of thought to the tax implications of your union. That’s not really surprising. But what you might not know is that there is a thing called the federal marriage penalty.
View Details
#

Tax Refund Looking Smaller This Year?

Feb 15, 2023, 8:13 AM

If it seems like you're not getting as much of a tax refund as you did last year, you're not alone.
View Details
#

​File Your 1099s for Free by Using IRIS

Feb 3, 2023, 2:08 AM

If your business files any 1099 forms, you can now use a free IRS portal. The Information Returns Intake System — abbreviated IRIS — is secure and doesn’t require any special software. It’s especially helpful if you’ve been sending the IRS 1099 paper forms.
View Details
#

​How SECURE 2.0 Could Affect Your Retirement Planning

Jan 30, 2023, 8:26 AM

When Congress passed the ginormous omnibus budget bill in December, it also made some pretty big changes to retirement planning. Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 — abbreviated SECURE 2.0 — contains a host of incentives and new rules.
View Details
#

​What You Need to Know to Claim Charitable Deductions on Your Tax Return

Jan 30, 2023, 4:07 AM

Donating to your favorite nonprofit should make you feel good no matter what tax benefits you also get. But there’s no denying that a tax deduction can make the giving a little sweeter. Not shockingly, the IRS has a lot of rules around charitable contribution deductions. So, if you want to claim your contributions, you’re going to need good records.
View Details
#

​What’s Going on with the Accounting Profession?

Jan 18, 2023, 1:28 AM

These posts are typically aimed at helping you with your financial or tax matters. But this one’s a little different. There probably isn’t a profession around that wasn’t at least slightly upended by the pandemic and the situations it created. The accounting profession is no different.
View Details

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.

Contact Us