Business Details
Trusted Accounting & Tax Services in Lincoln
At Casey Peterson, we believe that successful accounting extends beyond numbers to meaningful relationships. Our team provides comprehensive financial solutions including accounting, bookkeeping, audit assurance, tax preparation, and wealth management. With over four decades of investing experience through our affiliation with Avantax Planning Partners, we combine expertise with personalized service. Our commitment to client success is reflected in our four-time recognition as ClearlyRated's Best of Accounting award winner.We prioritize flexibility and stability for our team while delivering actionable insights to help businesses navigate financial complexities. Our services are tailored to meet the unique needs of clients across Nebraska, South Dakota, and Wyoming, supported by digital tools and resources for modern financial management.
Services
Accounting Services
Bookkeeping
Audit Assurance
Tax Preparation
Wealth Management
Highlights and features
- We offer 40+ years of investment experience through Avantax Planning Partners
- Our team provides personalized accounting solutions tailored to business needs
- Four-time recipients of ClearlyRated's Best of Accounting award
- We combine technical expertise with flexible, client-focused service delivery
- Specialized in multi-state compliance across Nebraska, South Dakota, and Wyoming
Associations and certifications
- ClearlyRated's Best of Accounting
- Avantax Planning Partners
What people say
Trusted advisors
Excellent service
Professional team
Reliable
Award-winning
Services
Accounting Services
Our accounting services provide comprehensive financial management solutions for businesses. We handle day-to-day bookkeeping, financial reporting, and payroll processing while maintaining compliance with regulatory requirements. Our team works closely with clients to ensure accurate financial records and actionable insights for business growth.
Audit Assurance
We offer audit and assurance services to verify financial accuracy and regulatory compliance. Our experienced auditors work with clients to identify risks, improve internal controls, and ensure transparency. The service includes comprehensive reporting and recommendations for financial process improvements.
Tax Preparation
Our tax preparation services help individuals and businesses navigate complex tax requirements. We provide accurate, timely filing with strategic planning to optimize tax positions. The service includes year-round support for tax-related questions and compliance with federal and state regulations.
Wealth Management
Wealth management services combine financial planning with investment strategies tailored to individual goals. Backed by 40 years of experience through Avantax Planning Partners, we help clients build and preserve wealth through personalized investment portfolios and retirement planning solutions.
Consulting Services
Our consulting services address complex financial challenges with customized solutions. We partner with clients to analyze business performance, develop financial strategies, and implement effective solutions. The service includes ongoing support for decision-making and long-term financial planning.
People
Casey Peterson
Founder
Casey Peterson established the firm with a vision to provide personalized accounting solutions. With extensive experience in financial services, Casey leads a team committed to client success through technical expertise and relationship-focused service delivery.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial reporting, payroll processing, and compliance services tailored to business needs.
How does your audit process work?
Our audit process includes initial consultation, document review, fieldwork, and comprehensive reporting with recommendations for financial improvements.
Do you help with tax planning?
Yes, we offer year-round tax planning services to optimize your tax position while ensuring compliance with federal and state regulations.
What wealth management options exist?
We provide personalized investment planning, retirement strategies, and wealth preservation solutions through our affiliation with Avantax Planning Partners.
How can I make payments?
We offer secure online payment options for your convenience, with multiple methods accepted for accounting and tax services.
Do you serve multiple states?
Yes, we provide accounting services across Nebraska, South Dakota, and Wyoming with expertise in regional compliance requirements.
