Peterson Whitaker & Bjork, LLC

About

Peterson Whitaker and Bjork, LLC (PWB) is one of the top 25 CPA firms in the Twin Cities metropolitan area, serving our clients since 1981.

Story

Our firm, and its legacy partners, have deep roots in the community and have been serving the Twin Cities area since 1981. For your convenience, PWB is based in Plymouth, Minnesota with an additional office in Bloomington, Minnesota.

PWB is focused on assisting clients grow their businesses in our community. PWB brings depth, expertise and value to its clients. PWB offers a sophisticated array of services and global capabilities, combined with the personal attention of experienced and committed professionals. PWB provides services to companies that are looking for an alternative to national or "Big Four" firms or outgrowing their local accountant. Our clients range from closely-held businesses to public companies, from individuals and partnerships to corporations, trusts and estates. PWB advisors strive to add value by understanding our client’s financial needs and goals while providing forward thinking advice.

Technological enhancements have drastically changed the landscape of the financial services industry. Our advisors pursue ways to ensure our clients are utilizing the latest technologies and are able to access important financial information when they need it. Providing innovative services to our clients and responding to them in a timely manner is key to their success (and ours).

Products

Business & Individual Advisory Services including:
Individual Consulting:
Tax Preparation,
Tax Planning,
IRS Representation,
Estate Planning,
Retirement Planning,
College Planning,
Family Office Services;

Business Consulting:
ASC 740/Tax Provisions,
Mergers & Acquisitions,
Due Diligence,
State and Local Tax,
International Tax,
Strategic Business Planning,
Equity Transactions,
Bank Financing Assistance,
Succession Planning;

Assurance:
Audits,
Reviews,
Compilations,
Internal Controls,
401K Audits;

Personal Financial Planning;

Accounting Solutions:
Monthly Bookkeeping,
QuickBooks,
Intacct,
Peachtree;

New Business Formation;

Forecasting:
Budgets,
Key Performance Indicators,
Growing your Business