Business Details
Expert Accounting Services in Lincoln, NE
At SP Group PC, we believe in the power of positive relationships and have built our firm around this core principle. Our team combines decades of collective experience in tax planning, tax preparation, and business support to deliver personalized solutions tailored to each client's unique needs. We prioritize long-term relationships, fostering trust through transparency, expertise, and a commitment to understanding the drivers behind every client's success.Our collaborative approach ensures that every team member contributes specialized knowledge to address complex financial challenges. With a culture rooted in teamwork, competitiveness, and work-life balance, we strive to provide clarity in an ever-changing regulatory landscape while maintaining the highest standards of professionalism and ethical conduct.
Services
Tax Planning
Tax Preparation
Business Support
Audits
Financial Consulting
Highlights and features
- We offer CPA-led expertise with decades of combined experience in tax and accounting.
- Our personalized approach ensures tailored solutions for each client's unique needs.
- We maintain deep knowledge of Nebraska-specific tax regulations and business requirements.
- Our team holds active CPA and Enrolled Agent certifications with ongoing professional development.
- We provide comprehensive services spanning tax planning, preparation, and business advisory.
What people say
Huge asset
Informed decisions
Up-to-date tax strategies
Financial clarity
Lifelong partnership
Services
Tax Planning
Our proactive tax planning services help individuals and businesses optimize financial strategies year-round. We analyze current tax laws, entity structures, and financial goals to minimize liabilities while maximizing growth opportunities. With expertise in estate planning, retirement strategies, and business entity selection, we provide actionable recommendations that align with evolving regulatory requirements and client objectives.
Tax Preparation
We deliver accurate and timely tax preparation for individuals, corporations, and trusts. Our services include IRS representation, estate tax filings, and compliance support. By combining technical expertise with personalized attention, we ensure proper documentation while identifying potential savings opportunities through strategic deductions and credits applicable to each client's specific circumstances.
Business Support
Our business support services encompass audits, bookkeeping, payroll administration, and strategic consulting. We help companies establish financial systems, improve cash flow management, and navigate regulatory requirements. From startup guidance to succession planning, our team provides tailored solutions that enhance operational efficiency and support sustainable growth for Nebraska-based businesses.
Audits
We offer comprehensive audit, review, and compilation services to ensure financial reporting accuracy. Our professionals provide assurance services that enhance credibility with stakeholders while identifying opportunities for process improvements. Through detailed analysis and transparent reporting, we help businesses maintain compliance and strengthen financial accountability across all operations.
Financial Consulting
Our financial consulting services focus on strategic business growth through customized solutions. We assist with cash flow analysis, entity selection, and acquisition planning while providing QuickBooks support and financial forecasting. By combining industry expertise with hands-on guidance, we help clients make informed decisions that drive profitability and long-term success.
People
Darin Petersen
Shareholder/CPA
Co-founder with extensive tax expertise, Darin focuses on corporate and individual taxation while mentoring team members. He combines technical knowledge with a client-centered approach to financial planning.
Dave Swan
Managing Shareholder & CPA
As a founding partner, Dave prioritizes relationship-building and team development. He specializes in wealth planning and corporate taxation while maintaining a client-focused approach to financial advisory services.
Kelly Barada
CPA
With 25 years of public accounting experience, Kelly specializes in business and individual tax returns. She emphasizes clear communication and practical solutions for clients' tax compliance needs.
Trevin Little
Enrolled Agent
Specializing in tax preparation, Trevin combines technical expertise with competitive drive to deliver effective solutions. He focuses on continuous learning while maintaining strong client relationships through clear guidance.
Val Tollefsen
Client Services Account Executive
With extensive client relations experience, Val specializes in onboarding processes and long-term relationship management. She emphasizes personalized service and client satisfaction through proactive communication and tailored support.
Questions
What tax planning services do you offer?
We provide comprehensive tax planning for individuals, corporations, and trusts, including entity selection, retirement planning, and estate tax strategies to minimize liabilities.
Do you handle business tax preparation?
Yes, we prepare business tax returns for corporations, partnerships, and LLCs, including payroll tax filings and compliance support for Nebraska businesses.
What business support services are available?
Our business support includes audits, bookkeeping, payroll administration, QuickBooks training, and strategic consulting tailored to Nebraska business requirements.
Are you available for year-round financial advice?
Yes, we provide ongoing financial guidance beyond tax season, including cash flow analysis, business planning, and regulatory compliance support.
How do you handle complex tax situations?
Our team of CPAs and Enrolled Agents specializes in resolving complex tax matters through strategic planning and in-depth knowledge of current tax regulations.
What sets your firm apart from others?
We combine technical expertise with personalized service, focusing on long-term relationships and Nebraska-specific business knowledge to deliver tailored financial solutions.
