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Our Services

Partner with Complete Financial Professionals

Sure, we do bookkeeping, accounting, taxes, and audits. But we also do consulting, business valuations, financial and estate planning, cash flow analysis and strategy, joint venture consulting, mergers and acquisitions, and so much more. What sets us apart is our investment in you.

The Right Financial Services for your Needs

The numbers can get complicated. But Casey Peterson, LTD CPAs and accountants are here to simplify them. We’ll work right alongside you to help you hit your goals so you can lead the way in your life and business.

Accounting Services

Not every business has the time or resources to manage accounting, bookkeeping, and complicated reporting. That’s where we come in. You run your business. We’ll keep the books.

Our experienced CPAs, accountants, and financial professionals partner with innovative solutions-providers – like iSolved and QuickBooks Online – to make the process as painless as possible.

Casey Peterson Accounting Services CPA Firm

Audit & Assurance Services

Audits are complicated. Choosing the right auditing firm isn’t.

Our dedicated team of audit CPAs take a personalized approach with every organization we work with. That way, you get deliverables and advice that’s tailored to you.

Audit & Assurance

Consulting Services

If your needs extend beyond just taxes and accounting, a CPA consultation might be just what you need.

Complicated financial situation? We probably have a CPA consulting service that can help. Plus, you’ll work with a expert team of professionals who will be with you ever step of the way.

Casey Peterson Health Care CPA Firm

Tax Services

It’s complicated. We simplify it. Individuals, businesses, federal, state, local taxes: Casey Peterson LTD’s tax preparers provide you with timely, accurate tax services to put your mind at ease.

Our tax preparers have thousands of hours of experience, so when you partner with us to get your taxes done, you know they’ll be done right.

Casey Peterson Tax Services CPA Firm

Wealth Management

We’re trusted tax and wealth management advisors, backed by 40 years of investing experience through our affiliation with Avantax Planning Partners℠.

Our investment approach gives you a long-term plan that looks at the impact of all financial decisions and shows they’ll impact your future.

Wealth Management

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