Daniel E. Peterson, CPA — CPA Firm in Cleveland, Tennessee
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Specialties
Financial Planning
Individual Financial Consulting
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Retirement Planning
Retirement Plan and Employee Health Insurance Consulting
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Business Succession & Exit Planning
Equipment Purchase and Business Sale Consulting
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Tax Planning
Tax Planning and Preparation: Covers retirement planning, employee benefits, deductions and credits for indivi...
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Business Consulting & Advisory
Includes entity choice, formation steps, recordkeeping, QuickBooks setup and training.
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Financial Statements & Reporting
Budget Workshops | Annual Financial Statement Preparation: Includes required components such as Management Dis...
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Government & Grant Accounting
Utility Rate Studies: Pairs customer-consumption data with financial analysis for municipal utilities and util...
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Industry Expertise
Municipal Utilities
More than 21 years of experience with Tennessee municipal utilities and utility districts.
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Water, Sewer and Gas Utilities
Clients Served
Individuals
Small Businesses
Large Businesses
Utilities
Other Agencies
Software & Tools
QuickBooks
Locations
About Daniel E. Peterson, CPA
Daniel E. Peterson, CPA is a Cleveland, Tennessee accounting firm serving individuals, small and large businesses, utilities and other agencies. It has more than 21 years of experience with Tennessee municipal utilities and utility districts, offering rate studies, budget and rate workshops, board training and annual financial statements, plus tax planning, preparation and consulting.
Frequently Asked Questions
Yes. The firm has more than 21 years of experience with municipal utilities and utility districts across Tennessee, including rate studies and board workshops.
Yes. The firm has developed courses for municipal utility boards and utility district boards and continues to add workshops.
It depends on ease of formation, liability protection, number of owners, employee benefits, ownership transition and taxation. The firm offers a two-hour consultation on these trade-offs.
The office is at 2400 Oakland Drive NW in Cleveland, Tennessee, open Monday through Friday from 8:30 am to 4:30 pm.
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