Our Service Categories
We don't just do your taxes—we support your business growth year-round.
Bundled & Customizable Services
Peterson CPA brings together tax preparation, bookkeeping, payroll, and advisory services under one roof. We don't believe in one-size-fits-all accounting—every business is different, and your service plan should reflect that.
Whether you're a solo entrepreneur managing your own finances or a growing business hiring your first employees, we customize our approach to match your needs and budget.
Tax Preparation & Planning
Individual and business returns, quarterly guidance, entity structure advice.
Bookkeeping & QuickBooks
Setup, conversion, assessment, training, and ongoing maintenance.
Payroll & Tax Filing
Payroll processing, tax compliance, employee classification guidance.
Advisory Services
Cash flow forecasting, business structure guidance, financial analysis.
Year-Round Support
We're here for you beyond tax season. Regular check-ins, proactive planning, and guidance on business decisions—that's what partnership looks like.
Ready to explore how we can support your business?
Call for a ConsultationOr email us to discuss your specific needs.
Tax Preparation & Planning
We don't just file your taxes at deadline—we help you plan ahead year-round. Our tax advisory approach ensures you stay compliant, minimize your tax burden, and make smarter financial decisions for your business.
Individual Tax Returns
We prepare comprehensive individual tax returns for business owners, freelancers, and employees. Whether you have straightforward W-2 income or complex investment and rental property situations, we ensure accurate filing and identify deductions you might miss.
Business Tax Returns
From sole proprietorships to S-corps and LLCs, we handle all business tax return preparation. We ensure your business structure is optimized for tax efficiency and that your return accurately reflects your financial situation.
Quarterly Estimated Tax Guidance
Self-employed business owners and those with significant non-W-2 income need to pay quarterly estimated taxes. We calculate your obligations, help you understand payment requirements, and ensure you stay ahead of deadlines to avoid penalties.
Tax Planning & Strategy
Year-round tax planning is the foundation of tax efficiency. We work with you throughout the year to identify planning opportunities, discuss the tax impact of business decisions, and implement strategies that reduce your overall tax liability.
Entity Structure Guidance
Choosing the right business structure—sole proprietor, LLC, S-corp, or partnership—has significant tax and liability implications. We help you understand the pros and cons of each structure and recommend the option that best fits your situation and goals.
Payroll Tax Filing
If you have employees, payroll tax compliance is critical. We handle federal, state, and local payroll tax filings, ensure proper withholding, and help you understand employee vs. contractor classification for tax purposes.
Why Year-Round Tax Advisory Matters
Many tax preparation firms only engage with clients at tax time. Peterson CPA takes a different approach. By working with you throughout the year, we can:
- • Identify planning opportunities before year-end, so you can act on them
- • Avoid costly surprises at tax time by understanding your tax position throughout the year
- • Make smarter business decisions with the tax implications clearly understood
- • Stay compliant with quarterly filings, estimated tax payments, and regulatory changes
Austin-Focused Expertise
As Austin CPA professionals, we understand the unique tax landscape for Texas-based businesses. We're familiar with local tax considerations, state-specific requirements, and the particular challenges facing Austin's growing small-business community. Whether you're navigating Texas business tax law or planning for multi-state operations, we've got you covered.
Ready to move from reactive tax filing to proactive tax planning? Let's talk about how Peterson CPA can optimize your tax strategy.
Call for a Tax Consultation(619) 365-5729 • We typically reply within 24-48 hours
Bookkeeping & QuickBooks Services
Your financial records are the foundation of smart business decisions. We help you build and maintain accurate, organized books—and leverage QuickBooks to give you real-time visibility into your business health.
Bookkeeping Setup & Maintenance
We set up your bookkeeping system from scratch or clean up existing records. From bank reconciliations to expense categorization, we ensure your books are accurate, organized, and ready for tax time—or whenever you need them.
- • Bank reconciliation and transaction categorization
- • Monthly or quarterly bookkeeping support
- • Financial statement preparation
- • Accounts payable and receivable management
QuickBooks Setup for New Clients
Starting fresh with QuickBooks? We'll set up your account correctly from day one—configuring chart of accounts, payment methods, customer and vendor lists, and preferences tailored to your business.
- • Complete QuickBooks account setup and configuration
- • Chart of accounts design for your industry
- • Initial data entry and historical transaction import
- • User access and permission setup
QuickBooks Conversion from Other Systems
Still using Excel, Xero, FreshBooks, or another accounting system? We can migrate your data to QuickBooks seamlessly, ensuring nothing is lost and your historical records remain intact.
- • Data migration from Excel, Xero, or other accounting software
- • Data validation and reconciliation post-migration
- • Account structure optimization for QuickBooks
- • Cutover support and transition assistance
QuickBooks Assessment, Training & Support
Already using QuickBooks but not sure you're getting the most from it? We assess your setup, identify improvements, troubleshoot issues, and train your team to use QuickBooks confidently.
- • QuickBooks health check and optimization audit
- • Troubleshooting and issue resolution
- • Staff training on QuickBooks best practices
- • Ongoing support and periodic check-ins
Why QuickBooks Expertise Matters
Real-Time Visibility
QuickBooks gives you instant access to your financial position—cash flow, profitability, expenses. No waiting for monthly reports. Make decisions based on current data.
Time Savings
Automated bank feeds, categorization rules, and reporting save hours every month. Your team focuses on growing the business, not data entry.
Tax Readiness
Properly organized QuickBooks records make tax prep faster, cheaper, and more accurate. You're audit-ready year-round.
A Real Example
One of our clients was tracking expenses in a spreadsheet and invoicing manually. We moved them to QuickBooks, set up automated bank feeds, created custom reports for their service business, and trained their team. Result: they saved 6+ hours per week on bookkeeping, had clear visibility into profitability by project, and tax time went from chaotic to organized.
This is exactly the kind of transformation we help small businesses achieve.
Ready to Get Your Books in Order?
Whether you're starting fresh, converting from another system, or optimizing your current QuickBooks setup, we're here to help. Schedule a consultation to discuss your bookkeeping and accounting needs.
Payroll & Payroll Tax Services
When you're ready to hire your first employee, we handle the payroll complexity so you can focus on growing. From processing to compliance, Peterson CPA manages every detail.
Payroll Processing & Administration
We handle all aspects of payroll processing: calculating gross pay, withholdings, deductions, and net pay. Whether you have one employee or dozens, we ensure accurate, timely processing every pay period. Your team gets paid on schedule, and you get peace of mind.
Payroll Tax Filing
Federal, state, and local payroll tax filing can be complex. We manage all payroll tax deposits, quarterly filings (941, 940), state unemployment insurance (SUI), and local tax compliance. We stay current with changing regulations so you don't have to worry about penalties or missed deadlines.
Employee vs. Contractor Classification
Misclassifying workers can lead to penalties and back taxes. We provide clear guidance on whether your workers should be classified as employees or independent contractors based on IRS guidelines and your business model. Get it right from the start.
New-Hire Setup & Reporting
Starting a new employee involves paperwork, tax forms, and government reporting. We handle I-9 verification, W-4 collection, state withholding forms, new-hire reporting to state agencies, and wage and hour compliance. Your new hire gets started smoothly.
Payroll Compliance & Tax Deposits
Staying compliant with federal, state, and local payroll requirements is non-negotiable. We manage tax deposit schedules, ensure timely payments, maintain required records, and keep you informed of any regulatory changes that affect your payroll obligations.
Integrated with Bookkeeping & Tax Planning
Payroll isn't isolated—it connects to your bookkeeping, tax liability, and year-end tax planning. We integrate payroll with your QuickBooks and overall accounting system to ensure your financial records are accurate and your tax strategy accounts for payroll expenses.
Why Payroll Matters—and Why We Handle It
Many small-business owners put off hiring because they're worried about payroll complexity. That's where we come in. Payroll involves calculations, withholdings, tax filings, and compliance requirements that can feel overwhelming if you're not an expert. One mistake can result in penalties, employee frustration, and wasted time.
Peterson CPA takes payroll off your plate entirely. We ensure accuracy, compliance, and timely processing so you can focus on what matters—growing your business and serving your customers. When you're ready to hire, we're ready to support you.
Our payroll services integrate seamlessly with our bookkeeping, tax preparation, and advisory services. You get a unified accounting partner who understands your entire business, not just one piece of it.
Ready to Simplify Your Payroll?
Whether you're planning to hire your first employee or looking to streamline your current payroll process, Peterson CPA is here to help. Contact us for a consultation.