While we would love to be able to help every person, we are limited to the capacity of our staff at the level of service we wish to provide and maintain. We are not currently accepting new clients, please check back in May.
Happy 2025! With a new year brings new things. We are excited to share the ownership of PNW has transitioned from Michelle Peterson to Laurie Williams effective January 1, 2025. Don’t worry, Michelle will still be in the office full time as she has been. This simply allows her to take a step back from all the small business duties and allows her to focus on clients and what she does best!
We will remain Peterson NW CPA Inc; Laurie will be the sole shareholder and Michelle our senior CPA for our firm. Laurie has been a part of Peterson NW since the beginning in 2018 and has the experience and drive to continue to grow and service clients in the same manner we have in the past.
Kaitlyn, our staff accountant, has been part of our team for some time and will be taking on additional responsibilities regarding bookkeeping, payroll and tax returns. You’ll be hearing more from her if you haven’t already. Tammi and Kimberly are still here for your bookkeeping and payroll needs and we have a new staff member, Shannon, to help support Michelle and Laurie in various aspects.
As always, we appreciate your trust and partnership with us and hope that we can further strengthen our business relationships with you all.
We offer appointments in person, virtually or by phone. We continue to encourage clients to utilize our secure online portal to send and receive documents used for tax preparation and other services. Use of the secure portal simplifies our processes and helps us spend our time helping you. If you have not set up our client portal yet, this would be a great time to consider it. Please contact us 360-329-7031 or email kimberly@petersonnwcpa.com to request more information.
If you have documents that must be dropped off, feel free to come up to say “Hi” to the team and drop them off in person. You may also use the black drop box on the side of the building. It is located near the entrance of our driveway, attached to our building near the postal mailboxes.
As always, we are happy to answer your questions and help you to navigate these changes. Please call or email us if we can be of assistance.
Thank you for trusting us with your tax planning, business consulting and accounting needs. We are grateful for your support and value our relationships with each of you.
Stay safe and have a wonderful day!
Laurie, Michelle, Kaitlyn, Tammi, Kim, & Shannon
Peterson NW CPA