Peters & Company

Business Details

Your Trusted Accounting Partner in Seattle

Peters & Company & Company is a full-service accounting firm dedicated to providing personalized financial guidance and professional services tailored to meet the unique needs of individuals and businesses. With decades of combined experience, our team specializes in tax planning, financial consulting, estate management, and investment advisory services, ensuring clients receive comprehensive solutions grounded in expertise and integrity. Our approach emphasizes systematic decision-making, addressing the interconnected nature of financial choices while prioritizing tax efficiency and long-term stability. We maintain transparent communication, fixed fee structures, and community engagement, reflecting our commitment to client trust and societal impact.

Our team includes certified professionals with advanced credentials in taxation, financial planning, and accounting, ensuring clients benefit from specialized knowledge and ethical standards. By integrating personalized investment strategies and QuickBooks accounting support, we empower clients to achieve financial clarity and success. Our mission extends beyond financial services, as evidenced by our active participation in local and international charitable initiatives, reinforcing our dedication to making a positive difference in the communities we serve.

Services

Tax Planning Financial Planning Estate Tax Planning QuickBooks Support Retirement Planning

Highlights and features

We offer over 30 years of experience in personalized tax and financial planning.
Our team includes certified professionals with advanced credentials in taxation and financial planning.
We prioritize transparent fee structures and fixed pricing negotiated upfront.
Our community involvement reflects a commitment to ethical service and societal impact.
We integrate investment advisory services with financial planning for holistic solutions.

Associations and certifications

Website

Update Listing

Services

Tax Planning

We develop customized tax planning strategies to minimize liabilities for individuals and businesses. Our services include preparation of individual, corporate, and estate tax returns, along with residency and nonresident alien filings. By analyzing your financial situation, we identify opportunities for tax deferral, deductions, and credits to optimize your tax efficiency.

Financial Planning

Our financial planning process begins with a comprehensive analysis of your financial goals and risk tolerance. We create personalized plans covering retirement, education funding, and wealth preservation, integrating investment management and insurance needs. Regular reviews ensure your plan adapts to life changes and market conditions while maintaining tax-efficient strategies.

Estate Tax Planning

We design estate plans to preserve wealth and facilitate smooth asset transfer while minimizing estate taxes. Services include developing wills, trusts, and advanced directives, along with life insurance strategies. Our approach ensures your legacy aligns with your wishes and complies with evolving tax laws to protect your beneficiaries.

QuickBooks Support

We offer QuickBooks-based accounting solutions for small businesses, including bookkeeping, payroll processing, and financial statement preparation. Our team can manage your accounting system or provide consulting to improve financial reporting accuracy. This service ensures businesses maintain organized records for tax compliance and strategic decision-making.

Retirement Planning

We analyze your retirement income needs and develop strategies to achieve financial independence. Our planning considers Social Security optimization, pension options, and investment withdrawals to generate sustainable income. We help clients determine appropriate savings rates and asset allocation to meet retirement goals while managing tax implications.

People

Stephen Peters

Founder & CPA/PFS

Stephen Peters & Company & Company is a Certified Public Accountant and Personal Financial Specialist with over 30 years of experience. He holds a Master's in Taxation and has worked with the IRS and prominent CPA firms. He actively contributes to community initiatives like Northwest Harvest and the Autism Society of Washington.

Line Ghislaine Nya-Ngatchou

Senior Staff Accountant

Line Ghislaine Nya-Ngatchou is a Senior Staff Accountant with an MBA in financial management. She specializes in tax compliance and QuickBooks financial reporting. Fluent in three languages, she has led international development projects and holds expertise in sustainable finance and agricultural economics.

Mary Beth Villani

Staff Accountant

Mary Beth Villani brings systems analysis expertise to her accounting role. With a background in technology and a Bachelor of Arts from New York University, she supports clients with accurate financial reporting and tax preparation, combining technical precision with personalized service.

Questions

What services does Peters & Company & Company & Company offer?

We provide tax planning, financial consulting, estate tax strategies, QuickBooks accounting support, and investment advisory services tailored to individual and business needs.

How are fees structured for your services?

Fees are fixed and negotiated upfront based on the complexity of the work, with hourly rates starting at $100.00 disclosed before service agreements.

Are you qualified to provide investment advice?

Yes, we are registered investment advisers in Washington State, offering personalized investment strategies aligned with your financial goals.

Do you serve clients outside Seattle?

While based in Seattle, we serve clients throughout Washington State and can assist remotely in states where we are registered or exempt.