Peterson Metz Ltd

Located in the Northwoods to assist you with your tax and accounting needs. Stop by our Minocqua office or call us at your convenience.

Services

Tax Compliance & Consulting

Small business and individual tax return preparation and filing is a core service offered to clients. Our customized services include meeting with you and understanding your financial and retirement goals to ensure you are making the best decisions today to achieve your goals.

  • Individual and Corporate Tax Preparation
  • Business Consulting Services (start-ups, buying & selling)
  • Succession planning
  • Estate & trust planning
  • Retirement planning
  • Financial advisor (projections, budgets, goals)
  • Trust, Estate & Gift Tax Returns
  • Non-Profit Tax Preparation & Consulting

Bookkeeping/ Business consulting

Do you dread paperwork every week or month? Do you understand your financials and know what your profitability is throughout the year? Your time is valuable, so let our team of professionals use our best practices to get your work done efficiently and effectively. Allowing you more time to focus your energy on running your business. Also, we provide practical answers to everyday business situations.

  • QuickBooks Certified Consulting
  • Business consulting
  • Financial Statement Preparation
  • Compilation & Review Services
  • Cash Flow Analysis
  • Sales Tax

Payroll & Consulting

Payroll can be the largest expense of your business, so let the professionals take care of the compliance to ensure you are paying timely, paying the right amount of taxes, and not missing cash savings opportunities. It is time-consuming to stay on top of unemployment, health care, and payroll tax law changes. When we do your payroll we will be proactive in ensuring you are compliant and you understand how changes affect you and your business.

  • Payroll Processing
  • File Forms 941, 940, WT-6, WT-7, W-2s
  • Prepare and file 1099s
  • Bonus calculation
  • Health insurance & Health savings accounts
  • Garnishments

Government and Non-Profits

We provide a wide array of services to governmental entities and non-profit organizations, including financial statement audits. For non-profit organizations we can assist from the beginning with the 501(c) application, tax return preparation, payroll processing and bookkeeping.

  • Compiled financial statements
  • Financial statement review
  • Financial statement audit
  • Agreed upon procedures
  • Schedule CT preparation & filing
  • WI PSC preparation & filing
  • Outsourcing
  • Consulting

 

 

WICPA AICPA INTUIT Certified