Business Consulting

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Improving the Business Process

When you succeed, we succeed. We can help your business identify areas affecting profitability and growth. Together, we’ll develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we can advise on comprehensive, flexible strategies that address the issues affecting your business.

Our staff works with clients ranging from one-man operations to regional corporations. With expertise in a variety of fields such as fine-tuning business plans and investment strategies, Peterson & Associates is equipped to work with small business owners as well as larger companies with many employees.

You know your products and services, Peterson & Associates knows how to problem-solve. Do you need help identifying inefficiencies and creating solutions to optimize business strategies? Let us help. Some areas in which we provide business consulting services include:

Ownership Decisions

Type of entity selection

Determining the appropriate entity type for your business (e.g. “S” corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications. We will assist you in evaluating the pros and cons of each entity type to help you choose the most advantageous entity for your company.

Buying/selling a business

When a business exchanges hands, it’s important to fully understand what goes into the transfer. Closing adjustments, assets, taxes, and more can make a big difference— for both parties. Peterson & Associates can advise on both selling and buying a business.

Retirement Guidance

Financial & retirement decisions

They say if you do what you love, you’ll never work a day in your life. However, even those who love their job step away at some point. Whether you want to retire or stay on as a board member, we can help you formulate a plan. Peterson & Associates will walk you through your options for remaining financially secure through retirement.

Estate, trust, and gift planning

Whether you’re retiring from a long career or making end-of-life decisions, there are steps you can take to lessen the tax burden for your family. When it comes time to plan for your estate, Peterson & Associates will give you an expert assessment and offer suggestions on how your family can keep more of the money you worked so hard for.

How We Serve You

Taxes

Our CPAs are committed to finding tax solutions for individuals, businesses, and other organizations.

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Accounting

We provide our individual and business clients with the expertise that they deserve through a variety of accounting services.

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Business Consulting

We can advise on comprehensive, flexible strategies that address the issues affecting your business.

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View our services.

Ask Us

Need tax help or financial advice? We’re here to help.


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