Tax Services

casey peterson, ltd. tax services

Taxes can be complicated. That’s why you need the CPAs and accountants at Casey Peterson, Ltd. They provide individuals and businesses across the country with federal, state, and local tax returns. Our accountants and CPAs stay up-to-date with current tax laws, as well as any anticipated tax law changes, so you can count on them to provide timely and accurate service.

tax services we offer:


estate planning

Does the unknown scare you? Let Casey Peterson, Ltd. help organize your personal financial matters to protect your assets, your family, and your beneficiaries in the event of disability or death. An estate plan can help reduce economic hardship, provide asset protection, or enhance a benefit to a charitable institution. Without a well-devised estate plan in place, assets can dwindle and undue financial burdens can be placed on your family or beneficiaries.

Our experts can help you assess your current goals, as well as assist in the development of new ones.

Each individual situation is unique and the coordination of estate tools varies. We are here to educate you and assist you in planning for the present and the future.

 

exempt status consulting

The experts at Casey Peterson, Ltd. can assist organizations with determining the appropriate IRS exempt status classification and filing applications with the IRS to obtain tax-exempt status. We also assist organizations with maintaining their exempt status by helping navigate the various IRS regulations regarding fundraising and allowable spending.

 

irs representation

Issues happen. When they do, it’s essential to have an experienced professional guide you through the process. The time and stress involved with IRS inquiries, notices, and audits can put unnecessary strain on you or key members of your organization. Further, IRS liens and levies can impair your company’s or your personal financial credit. Working with the IRS is a specialized area of practice and not all accounting firms offer these services. With decades of collective experience dealing with IRS issues, our in-house Certified Tax Resolution Specialist (CTRS) and Casey Peterson, Ltd. advisors are ready to work for you to resolve your IRS issues and allow you the peace of mind knowing you have a trusted advisor by your side.

 

tax preparation and planning

Casey Peterson, Ltd. takes pride in being a full-service tax preparation and tax planning firm. We continually strive to keep up-to-date with current tax laws as well as any anticipated tax law changes. We attend numerous seminars and continuing education programs necessary to keep up with these changes, and we use the latest in computer and online software to deliver the most timely and accurate tax preparation service. It is our mission to serve as our clients' advocate and to ensure they do not pay more in taxes than is legally required.

we provide:

  • Federal and state individual and business entity income tax returns
  • Trust, estate, and gift tax returns
  • Exempt organization returns
  • Amended federal and state tax returns
  • Entity selection for start-ups
  • Corporate and partnership planning, formation, dissolution, and reorganization
  • IRS representation and more

Request a proposal for tax services


We'd love to get you connected with the appropriate Tax Team Leader about a proposal for any of our tax services. This can be completed by mail or online.


If you'd like to submit your request by mail, please send to:

Casey Peterson, Ltd.
909 St Joseph Street Ste 101
Rapid City, SD 57701

 

If you'd like to submit online, please use our Request for Services form.

SUBMIT ONLINE

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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. Let's get in touch.

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