The Firm
Peters & Company, Inc. PS is wholly owned by Stephen F. Peters CPA/PFS CFP and registered in the State of Washington. The firm and employees provide consulting and compliance services in areas of financial and business management, investment management, accounting and taxation. In summary the firm does the following:
| ·Prepares, implements and monitors financial plans | ·Establishes and monitors client's investment portfolio |
| ·Develops estate and succession plans | ·Evaluates life and disability insurance needs |
| ·Minimizes income and estate taxes | ·Compiles and reviews financial statements |
| ·Prepares individual, estate, trust, partnership and corporate tax returns | ·Prepares resident and nonresident alien individual tax filings |
Recently, a new accounting service using Quickbooks has been announced. The firm can provide consulting to businesses to support their accounting system, or the the firm can perform the accounting service for the business.
The firm provides investment advice in the context of helping clients make financial plans and related decisions. The approach is to guide clients in a systematic decision making process that considers the interrelationship of competing choices.
The Fees
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.
The Mission
Our mission is to help clients meet their financial goals while minimizing income and estate taxes.
The Staff
Steve Peters has been a sole practitioner since 1990. Prior to that he was Accounting Manager for Kasama and Company, a CPA firm in Bellevue, Washington. Also, he was a Staff Accountant for several CPA firms in Seattle, Washington. Additionally, he worked for the IRS as a Tax Auditor. Steve has a MS in Taxation at Golden Gate University, a BA in Business at Seattle University, and a BA in Economics at the University of Washington.
He has written a book "Strategies for Deferring and Shifting Income Taxes" published by Harcourt Brace 6/96.
His designations are:
| 1995 | Personal Financial Specialist, American Institute of CPA's, New York, NY | ||
| 1994 | Certified Financial Planner, National Endowment for Financial Education, Denver, CO | ||
| 1985 | Certified Public Accountant, American Institute of CPA's, New York, NY |
speters@pfpllc.com 206-232-9203
Bill Woods joined the firm as a Registered Investment Advisor Representative and Staff Accountant. Prior to this he was an Investment Specialist with Seafirst Investment Services for five years in Seattle. Before getting into the investment and accounting vocation, he had considerable experience in the computer industry.
Bill has a BA in Business Administration at the University of Maryland. He is a Certified Asset Management Specialist and is a licensed Registered Investment Advisor Representative.
