Peters

Welcome to Peters & Company Inc., PS, a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our team is led by Stephen F. Peters, a seasoned CPA/PFS who has been a sole practitioner since 1990. Prior to that, he was Accounting Manager for Kasama and Company, CPAs.

Our mission is to help clients meet their financial goals while minimizing income and estate taxes. We understand the importance of providing tailored services that cater to the unique needs of each client. Whether you are an individual or business in or around Mercer Island, Peters & Company Inc., PS has years of valuable experience assisting professionals with their accounting needs.

Our Services

We offer a comprehensive list of services designed to address the diverse financial and business needs of our clients. These include:

• Financial Planning: We help clients prepare, implement, and monitor financial plans that align with their goals and objectives.
• Investment Management: Our team provides investment advice in the context of helping clients make financial plans and related decisions. We guide clients in a systematic decision-making process that considers the interrelationship of competing choices.
• Estate and Succession Planning: We develop estate and succession plans tailored to each client's specific needs and goals.
• Life and Disability Insurance: We evaluate life and disability insurance needs to ensure our clients are adequately protected.
• Tax Minimization: We work to minimize income and estate taxes for our clients, ensuring they keep more of their hard-earned money.
• Financial Statement Compilation: We compile and review financial statements for our clients, providing them with a clear and accurate picture of their financial situation.
• Tax Return Preparation: We prepare individual, estate, trust, partnership, and corporate tax returns, as well as resident and non-resident alien individual tax filings.
• QuickBooks Accounting Service: We provide consulting to businesses to support their accounting system, or we can perform the accounting service for the business.

QuickBooks Accounting Service

We are excited to announce our new accounting service using QuickBooks. This service is designed to support businesses in managing their accounting needs. Our team can provide consulting to help businesses set up and maintain their QuickBooks system, or we can perform the accounting service for the business.

Fees

Our fees are fixed and negotiated in advance of beginning the formal planning process. Fees are based on the amount of professional time and degree of expertise expected to be needed to complete the decision-making process for each individual situation. Occasionally, fees will be billed based only on the time required to provide the required assistance. Hourly fees are billed at the rate of $100.00 or more. The applicable rate is disclosed before a service agreement is entered into. Fees for investment management services are based upon a percentage of asset value that is negotiated in advance.

Contact Us

We welcome any questions or comments you may have. Feel free to contact us at any time. You can reach us by telephone at (206) 898-1606, by fax at (425) 696-0323, or by email at speters@pfpllc.com. You can also send us a message directly through the contact page of this website.

Thank you for considering Peters & Company Inc., PS for your accounting and financial needs. We look forward to working with you.