Unless you’re an accountant, it’s difficult to manage your personal or business finances in today’s turbulent economy. The American dream is to gain financial security in hope of a stable retirement. Your financial dreams can be realized. Business owners and families need to discover the tax advantages and opportunities to achieve financial independence.
Our client’s want their accounting, taxes and business counsel provided with the highest level of professional experience and effectiveness. Since 1984, Petkovsek and Moran has delivered a complete suite of consulting, accounting and tax services emphasizing a “personal one-on-one” approach to every individual and company they serve. The key to your success with our firm is our ability to apply our knowledge and experience on HOW to best utilize our experience and resources to assemble your information into a solid tax and financial strategy. We will analyze your situation taking into account tax laws, business strategy and accounting to help you realize a better outcome related to your personal and business accounting needs.
Having the counsel and ongoing support of a trusted tax advisor and Certified Public Accountant is the key to a lifetime of financial security. Count on us to help you manage your finances, prepare your taxes and give you all the advantages necessary to be financially successful and independent.
We work as a team for our clients. As small business owners ourselves, we understand the needs of our clients. We pride ourselves in being down to earth, family oriented and focused on good business acumen.
When not working on accounting, consulting and taxes, we’re spending time with our families, musky fishing, collecting coins and antiquing. You’ll enjoy the benefit of working with people just like yourself. We’re driven by our passion for excellence in accounting and finance.
Ray Petkovsek founded the firm in 1984 and operated as a sole proprietor. Then in 2000, Ray and Dave Moran (an employee) formed Petkovsek & Moran, LLP. Tina Lough Nelson (another employee) became a partner in 2003. Today the firm has three partners and -three employees to round out the professional team.
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