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Empowering Your Financial Future

Our Values

Peter T Graham PC is guided by three core values: Integrity, Responsiveness, and Collaboration. We believe in building lasting relationships with our clients through open communication, transparency, and mutual trust. We take pride in exceeding expectations and providing solutions that empower our clients to achieve their financial and business goals.

Meet Our Team

Our experienced team of certified public accountants and financial professionals are dedicated to providing personalized and tailored services to our clients. Led by Pete Graham and Cullen Davis, our team has extensive expertise in diverse areas of accounting, taxation, and financial planning. Get to know our team members and their qualifications on the Meet Our Team page.

Our Services

Peter T Graham PC offers a comprehensive range of services to meet the diverse needs of our clients. We offer:

For Individuals

  • Personal financial planning and wealth management
  • Estate planning and elder care
  • Tax preparation and planning
  • Retirement planning and investment guidance

For Businesses

  • Business valuation and financial planning
  • Small business accounting and consulting
  • Part-time CFO services
  • Audits, reviews, and compilations
  • Forensic accounting and cash flow management

Specialized Expertise

  • Tax compliance and controversy management
  • Business tax planning and consulting
  • QuickBooks consulting and training
  • Cybersecurity and digital forensics

Our Approach

We take a proactive and personalized approach to every engagement. We take the time to understand your unique needs and goals, and design a tailored plan to achieve them. We believe in open communication, collaboration, and transparency throughout the process.

Our Commitment

Peter T Graham PC is committed to providing our clients with exceptional service, insightful guidance, and robust solutions that empower them to achieve financial success and peace of mind. We are confident that our expertise and personalized approach will exceed your expectations.

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