- Month and year started with the firm: July 2022
- Previous experience: Registered tax preparer in California, over 10 years of experience preparing tax returns and doing bookkeeping and over 20 years in payroll services
- Departments and specialties: Organizational Optimization team, IT team, admin, tax, and accounting
- Favorite food: Mexican
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.