Solving problems is what we do
For almost 50 years, we’ve been providing tax services to the people and businesses in the communities we serve. 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.
Estate Planning
Protect your family, beneficiaries, and assets with a well-designed estate plan. Our expert tax preparers can help you consider your current and future goals, as well as your wishes after you’re gone.
Without a solid estate plan, your assets can be in jeopardy, and your loved ones and beneficiaries can face undue financial burdens. Work with Casey Peterson, LTD’s estate planning tax preparer experts to protect what’s yours and those you love.
Exempt Status Consuling
There’s a lot that goes in to choosing the right IRS exempt status. Our expert tax preparers are here to help.
Not only can we help you determine what the right IRS exempt status is for your organization, we can also help you maintain it. We’ll guide you through the various IRS regulations regarding fundraising and allowable spending so you know your organization is in good standing.
IRS Preparation and Planning
You need a full-service tax preparer, and we’re here to help. To make sure we’re providing you with the highest quality of tax services, we stay up to date on all tax laws and changes and attend numerous seminars and continuing education programs.
You don’t want to pay any more taxes than are legally required, and we want to make sure you don’t. That’s why our tax services include:
- 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, and more
