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Every relationship counts

At Peterson & Associates, we’ve been around long enough to know that both life and business are all about relationships. We take the time to know you — and understand your goals. We're committed to providing service that puts people first. 

The Latest

News & Advice

Beginning with tax years starting on or after January 1, 2014, the IRS has issued a very complex set of Regulations that will require most businesses to keep much better records for repairs, maintenance and supplies expenditures.

Beginning in 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own.  Read the full article for details and transactions that are not affected by this rule.

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Need tax help or financial advice? We're here to help.