Peters & Company, Inc. PS is wholly owned by Stephen F. Peters CPA/PFS 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.
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.
Our mission is to help clients meet their financial goals while minimizing income and estate taxes.