Casey Peterson, Ltd

CASEY PETERSON, LTD. NEWS

​FILE YOUR 1099S FOR FREE BY USING IRIS

If your business files any 1099 forms, you can now use a free IRS portal The Information Returns Intake System — abbreviated IRIS — is secure and doesn’t require any special software It’s especially helpful if you’ve been sending the IRS 1099 paper forms

​HOW SECURE 2.0 COULD AFFECT YOUR RETIREMENT PLANNING

When Congress passed the ginormous omnibus budget bill in December, it also made some pretty big changes to retirement planning Setting Every Community Up for Retirement Enhancement 2 0 Act of 2022 — abbreviated SECURE 2 0 — contains a host of incentives and new rules

​WHAT YOU NEED TO KNOW TO CLAIM CHARITABLE DEDUCTIONS ON YOUR TAX RETURN

Donating to your favorite nonprofit should make you feel good no matter what tax benefits you also get But there’s no denying that a tax deduction can make the giving a little sweeter Not shockingly, the IRS has a lot of rules around charitable contribution deductions So, if you want to claim your contributions, you’re going to need good records

DON'T LIKE NUMBERS? WE DO.

At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do That's what sets us apart from the rest Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients

We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers We’re looking for relationships, not transactions If you want the same, we should talk