Tax

tax services

We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

  • Tax Preparation Services
  • Estate and Trust Planning and Tax Preparation
  • IRS Representation

Tax Preparation Services

At Peterson Company Ltd, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities found in existing as well as recently altered tax laws. We provide tax preparation services for individuals, businesses and non-profit organizations.


For more information on tax preparation services, please click on your state of residence below:


Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Peterson Company Ltd's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Connect
Waconia estate and trust planning

MN IRS representation

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Learn More

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.

Book an Appointment
Share by: