Peterson CPA Group, PC
Call now
Call now
Website
Call
Peterson CPA Group, PC
The Group provides financial statement audits, reviews, and compilation services along with tax services to businesses, nonprofits, affordable housing owners and developers, and individuals. Peterson CPA Group, P.C. provides financial statement services and tax services to businesses, affordable housing owners, and individuals throughout Montana.

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.
Services
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! The Peterson CPA Group is a consortium of highly skilled, knowledgeable, and experienced professionals with extensive public and private sector accounting and tax experience.
Peterson CPA Group, P.C. is a Montana-based Certified Public Accounting firm providing accounting services, financial statement services, and tax services from our office in Missoula, Montana. Dan entered public accounting in Missoula in 2006 as a tax accountant after more than a decade in the private sector bringing extensive audit, tax, management, and business experience to the Group.
The Peterson CPA Group is a consortium of highly skilled, knowledgeable, and experienced professionals with extensive public and private sector experience operating from Missoula, Montana. Our 6-member Group focuses on providing financial statement services, consulting, and tax services to business owners, affordable housing developers, and non-profit organizations throughout Montana.
Peterson CPA Group, P.C. is hiring a full-time or part-time Auditor with at least 1 year of experience to work in our Missoula, Montana office. This individual will work with experienced managers and partner with a wide-range of clients. This position is focused on financial statement and compliance audits of closely-held businesses, health centers, affordable housing projects, and non-profit entities.
We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you. Statement of Activities (Income Statement) with very specific revenue and expense categories like donations, salaries, postage, rent. Statement of Financial Position (Balance Sheet) with specific categories like cash, accounts receivable, accounts payable.
Reviews (3)
Taylor Ange
Taylor Ange
Jul 16, 2021
Report
Positive: Professionalism, Quality
Dan Peterson at Peterson CPA Group was our best experience with a CPA our business has ever had. Dan was honest, fast to respond and saved our business money in shred filing ultimately reducing our amount owed in our tax return. We are so happy we found Dan, he and his firm are a great partner for any small business like us!
Patrick Davis
Patrick Davis
Nov 24, 2020
Report
Dan and Sally are some of the most polite and honest people I have met. Highly recommend!
Jason Schaefer
Jason Schaefer
Dec 12, 2018
Report
Peterson CPA Group is terrific to work with. Very knowledgeable, professional, and extremely responsive! Highly recommend!