Business Details
39 Years
experience
Your Trusted Accounting Partner in Fort Dodge & Sac City, IA
Trevino Associates, P.C. CPA's, P.C. CPA's has been providing comprehensive accounting services since 1987. Our firm specializes in tax planning, bookkeeping, financial statement preparation, and business consulting for clients across agriculture, manufacturing, retail, and government sectors. With offices in Fort Dodge and Sac City, Iowa, we serve Webster, Sac, Hamilton, Humboldt, and Calhoun Counties. Our principals maintain direct involvement in client work, ensuring expertise from decades of combined experience. We prioritize personalized service, technical excellence, and compliance with evolving accounting standards.Our team includes certified professionals with advanced training in QuickBooks software and financial planning. We offer hands-on support for tax preparation, audit engagements, and business succession strategies. As a locally owned firm, we emphasize community engagement and professional development through memberships in the Iowa Society of CPAs and AICPA. Our commitment to quality service has earned us long-standing client relationships and industry recognition. We maintain rigorous professional standards through 40 hours of annual continuing education for all CPAs.
Services
Tax Planning
Bookkeeping
Financial Statements
Consulting Services
Business Succession Planning
Details
- Year established: 1987
Highlights and features
- Certified Public Accountants with 40+ years of combined experience
- Locally owned business serving Iowa communities since 1987
- Hands-on approach with principals involved in each client's work
- Member of the Iowa Society of CPAs and American Institute of CPAs
- Specialized expertise in QuickBooks software implementation and training
What people say
Wonderful team of professionals
Very pleased with services
Personalized service offered
Trusted accounting partner
Certified experts available
Services
Tax Planning
Our certified professionals develop strategic tax planning solutions to minimize liabilities while ensuring compliance with federal and state regulations. We provide comprehensive preparation for individual and business returns, audit representation, and year-round tax advisory services. Our approach combines technical expertise with personalized guidance to optimize financial outcomes for clients across diverse industries.
Bookkeeping
We offer complete bookkeeping services including payroll processing, financial record maintenance, and monthly reporting. Our team ensures accurate transaction tracking, account reconciliation, and timely financial statements. Utilizing advanced accounting software, we help businesses maintain organized records for better decision-making and regulatory compliance in both cash and accrual accounting systems.
Financial Statements
Our firm prepares audited, reviewed, and compiled financial statements tailored to client needs. We create balance sheets, income statements, and cash flow analyses that meet banking, regulatory, and investor requirements. Our professionals ensure GAAP compliance while providing insights into business performance through detailed financial analysis and trend reporting.
Consulting Services
We provide strategic business consulting for growth planning, cost reduction strategies, and operational efficiency improvements. Our services include QuickBooks software implementation, internal control assessments, and financial forecasting. Our consultants work closely with owners to develop succession plans, retirement strategies, and business valuation analyses for mergers or acquisitions.
Business Succession Planning
Our succession planning services help business owners prepare for leadership transitions through strategic exit strategies and ownership transfers. We develop comprehensive plans addressing tax implications, valuation, and continuity of operations. Our team works with legal and financial partners to ensure smooth transitions while preserving business value and stakeholder interests.
People
Peggy Trevino
Owner, CPA, PFS
Owner and founder with 40+ years of experience, former ISCPA president, and Iowa Society of CPAs Legislative Committee chair. Specializes in tax strategy and financial planning for business owners.
Neil Flattery
CPA
Licensed CPA since 2017 with expertise in tax preparation, audit engagements, and business consulting. Member of AICPA and Iowa Society of CPAs, serving diverse clients in North Central Iowa.
Laurie Kersten
CPA
28-year public accounting veteran specializing in tax compliance for individuals and businesses. Active member of Iowa Society of CPAs and AICPA with extensive experience in tax strategy and reporting.
Jessica Rench
CPA
Certified public accountant with 10+ years of experience in tax preparation, business consulting, and financial reporting. Full-time Sac City office manager since 2017, serving local businesses and individuals.
Melissa Thompson
Accounting Associate
QuickBooks ProAdvisor with 8+ years of bookkeeping and payroll expertise. Specializes in small business accounting systems and office administration, serving as Iowa Central Community College advisory committee member.
Questions
What accounting services do you offer?
We provide tax planning, bookkeeping, financial statements, business consulting, and succession planning services for businesses and individuals.
Are you available during tax season?
Yes, we offer extended Saturday hours from 8:00 AM to Noon during tax season at both office locations.
Do you serve businesses outside Fort Dodge?
We serve clients throughout Webster, Sac, Hamilton, Humboldt, and Calhoun Counties with offices in both Fort Dodge and Sac City.
What payment methods do you accept?
We accept cash, checks, credit/debit cards (Visa, MasterCard, Discover, American Express), and online payments through our secure portal.
Can I walk in without an appointment?
Yes, we accept walk-in appointments at both office locations during regular business hours.
Are your accountants certified professionals?
All our senior accountants are Certified Public Accountants (CPAs) with active memberships in state and national accounting associations.
