Business Details
Trusted Tax & Accounting Services for Business Success
Since our founding, Maxfield Peterson has been dedicated to helping clients achieve their personal and professional goals through innovative problem-solving. We specialize in providing comprehensive tax planning, accounting services, and strategic consulting to businesses, law firms, and non-profits. With over two decades of expertise in law firm management, we have established ourselves as national authorities in this niche area. Our team combines deep technical knowledge with a personalized approach, ensuring each client receives tailored solutions that align with their unique needs. We pride ourselves on maintaining honesty, integrity, and technical excellence in all our professional engagements.Our principals bring decades of combined experience in tax, accounting, finance, and legal matters to deliver exceptional value. We work closely with a diverse clientele ranging from Fortune 500 companies to small businesses and non-profits. Our commitment extends beyond transactional serviceswe act as trusted advisors throughout the lifecycle of our clients' businesses. We maintain rigorous professional standards through adherence to guidelines from the American Institute of Certified Public Accountants and the Financial Accounting Standards Board. Our mission remains steadfast: to help clients create, enhance, and preserve wealth.
Services
Tax Planning
Accounting Services
Business Consulting
Law Firm Management
Succession Planning
Technology Consulting
Strategic Planning
Nonprofit Consulting
Financial Analysis
Merger Advisory
Highlights and features
- We offer 30+ years of combined experience in accounting and law firm consulting
- Our team includes certified CPAs and legal experts with specialized expertise
- We implement proven methodologies for business succession and strategic planning
- Our client-centric approach focuses on long-term wealth creation and preservation
- We provide technology-driven solutions with strategic partner alliances
Services
Tax Planning
We develop comprehensive tax planning strategies to help businesses and individuals minimize tax liabilities. Our approach combines deep technical expertise with personalized solutions tailored to each client's unique circumstances. With decades of experience and certified professionals, we ensure compliance while optimizing financial outcomes for both domestic and international operations.
Law Firm Consulting
Our specialized law firm consulting services address complex management challenges including mergers, partner compensation, and strategic planning. With recognized authority in this niche area, we provide data-driven insights to enhance profitability and operational efficiency. Our consultants have advised law firms nationwide on critical business decisions for over two decades.
Business Consulting
We offer tailored business consulting services covering strategic planning, succession management, and financial analysis. Our consultants combine accounting expertise with operational insights to drive business growth and sustainability. From small enterprises to multinational organizations, we deliver actionable solutions that address specific business challenges and opportunities.
Technology Consulting
Our technology consulting services evaluate and optimize business technology infrastructure through strategic partnerships. We conduct comprehensive assessments of hardware and software systems to improve efficiency and productivity. From implementation planning to vendor negotiation, our solutions help businesses maximize their technology investments while addressing specific operational needs.
Succession Planning
We develop customized succession planning solutions to ensure smooth business transitions. Our approach addresses leadership continuity, ownership transfer, and wealth preservation strategies. With experienced professionals in tax, legal, and financial planning, we help businesses create sustainable transition plans that protect organizational knowledge and maintain operational stability through generational changes.
People
Stephen M. (Pete) Peterson
Managing Director
CPA with over 30 years of experience in tax, accounting, and business advisory services. Served as CFO for international law firms and COO for consulting firms. Adjunct professor at University of Denver Law School. Recognized expert in law firm management and strategic planning.
Cathryn Saylor Peterson
Principal
Esq. with 30+ years of experience in tax, financial planning, and legal consulting. Former managing attorney for Fortune 500 companies. Developed innovative business law clinics. Active in non-profit board activities and community development initiatives. Specializes in business succession planning and organizational development.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including financial reporting, bookkeeping, cash flow management, and accounting software implementation tailored to small businesses' specific needs.
How do you specialize in law firm consulting?
We focus on law firm-specific challenges including partner compensation, merger integration, profitability management, and strategic planning with over two decades of specialized experience.
What technology consulting services are available?
Our technology services include system assessments, software/hardware implementations, and IT strategy development through strategic partner alliances to optimize business operations.
Do you provide business valuation services?
While not explicitly listed, our business consulting services include financial analysis components that can support business valuation requirements as part of comprehensive advisory engagements.
What areas do you serve geographically?
We operate from offices in Montrose and Ridgway, Colorado, and provide services nationally with a particular focus on the Western Slope region.
How do you approach tax planning for international businesses?
Our tax planning considers international complexities through experienced professionals who have worked with multinational organizations on cross-border tax optimization strategies.
