Services

Accounting Services

Weekly

Monthly

Quarterly

Yearly

Tax Services

Business
Personal
Estates
Trusts

Additional Services

Business Valuations
Business Consultations
Estate Planning
Forecasts & Projections
Financing Assistance
Financial Statements
Investment Advice
Business Start-Ups
College Cost Planning
Succession Planning

Investment Services:

President Mark C. Peters directs the firm’s financial planning service. This service is exclusively offered to Peters & Associates tax return clients. Mark devises a client-specific financial plan based upon investments held by Mark’s family. Every client has five questions that Mark assists them with:

1. What is my net worth?
2. What return are my investments making?
3. How should I invest my savings during the coming year?
4. Should I sell any investments or reallocate my portfolio?
5. When will I have enough money saved to retire?

Answering these questions is critical to our financial planning service.