Phone: (772) 206-0654 Fax: (954) 680-1649 brian@petersonaccountingcpa.com

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Accounting and Tax Expertise at Your Fingertips

We are a full-service CPA firm licensed in FL. We offer a wide range of services for business owners, executives, independent professionals, and individuals. We pride ourselves on being open, affordable, experienced, and friendly. You've worked hard to get where you are. You deserve a firm that works hard for YOU.

Tax Services

Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.

Accounting Services

Are you running your business at peak performance? Call on us to help with your accounting and business efficiency.

Contact Us

1860 Fountainview Blvd Ste 67
Port Saint Lucie, FL 34986
(772) 206-0654
brian@petersonaccountingcpa.com

Investment Strategies



Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides


Financial GuidesInvestment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital Gains Tax
Changing Jobs? Don't Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them


Frequently Asked Questions


Frequently Asked QuestionsInvestment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions


Financial Calculators


Financial CalculatorsAm I saving enough for my retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What are my projected required minimum distributions?
How Do Taxes and Inflation Impact My Investment Return?
What are my projected required minimum distributions?
Becoming A Millionaire


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