OUR SERVICES
TAX PLANNING, ADVISORY, & COMPLIANCE
Peters & Co CPA is your trusted partner for expert tax preparation and guidance. We understand the challenges of navigating tax complexities, and that’s where our expertise comes into play. We’re here to clarify your options and steer you toward the best decisions for you or your business. With meticulous attention to detail and a commitment to excellence, we go beyond mere number-crunching. We take the time to understand your unique situation, ensuring we explore every deduction and maximize all opportunities.
That is to say, at Peters & Co CPA, we don’t just prepare your taxes for you, we empower you with the knowledge to make informed financial decisions. Your peace of mind is our priority, and our CPA team is here to support you every step of the way.
OUR TAX SERVICES INCLUDE:
- Tax Return Preparation for individuals and all entity types
Individual Income Tax - Planning, including minimization and
compliance - Estate, Gift, and Trust Tax Planning and Compliance
- Charitable Planning, including private foundations
- Retirement Planning
- Investment Consulting
- Entity Tax Planning, Consulting, and Compliance, including
tax-efficient entity structuring - IRS and State Examination Assistance
- Multi-State Tax Matters
At Peters & Co CPA, we recognize that staying ahead in today’s dynamic financial landscape requires more than just tax preparation; it demands strategic planning. Our seasoned team of CPAs goes beyond the traditional scope, delving into proactive financial strategies designed to optimize your long-term success. Whether you’re an individual seeking personalized financial guidance or a business navigating complex fiscal landscapes, our commitment
to excellence remains unwavering. We pride ourselves on being your comprehensive financial partner, offering not only precise tax services but also strategic insights that empower you to make informed decisions for a secure financial future. With Peters & Co CPA, you gain a trusted ally in your journey towards financial prosperity, where your success is not just a goal; it’s our mission.