About Peterson CPA
Peterson CPA Firm, P.C. was started by Don Peterson. Don’s intention was to build a CPA Firm that would attract quality CPAs because of our five core values. We stand for:
- Maximizing our clients' wealth through financial and tax planning.
- Designing profitable businesses for Entrepreneurs while creating cultures that allow their personal lives to thrive.
- Valuing all of the people within our clients' and our firm's field of influence by encouraging them to chase their dreams.
- Understanding that our clients and our integrity will create the foundations necessary to ensure that our achievements will be sustainable.
- Loving our work and having fun!
Our team's embracement of these core values allows us to provide you with tax planning, tax preparation, financial planning, and estate planning within a context that creates a clear path of action to accomplish your dreams.
We look forward to working with you!
Services We Provide
• Review of Financial Statements
• Compilation of Financial Statements
• Preparation of Bank & Loan Application
• Retirement Planning
• Social Security Option Consultation
• IRA & Roth IRA Consultations
• 529 Plan Consultations
• Estimate Tax Payment Consultation
• IRS Problem Consultation
• IRS Installment Payment Application
• Non-Profit Tax Preparation and Planning
• Form 990
• Corporate Tax Preparation & Planning
• Partnership Tax Preparation & Planning
• Trust Tax Preparation & Planning
• Estate Tax Preparation & Planning
• 501c3 Application
• 1031 Exchange Planning
• Sales Tax Reporting
• Franchise Tax Reporting
• Payroll Tax Reporting
• Quick Book Consulting & Assistance
• Gift Tax Return Preparation
Areas We Serve
With today’s technology we provide services to our customers all over the world. Our primary service areas are below:
Houston • Friendswood • Pearland • Alvin • League City • Webster • Galveston • Clear Lake • La Porte • Deer Park • Pasadena
• Sugarland • Missouri City • Baytown • Woodlands • Kingwood • Cypress • Heights • Katy • Spring • South Houston • Humble • Rosharon • Lake Jackson • Texas City • Kemah • Galveston