Consulting
Pettibone CPA Advisory offers consulting services to individuals and businesses for tax strategy, operations management, competitive analysis, and consensus building - commitment around corrective action! Simply speaking, we solve problems and find solutions!
Compliance
Pettibone CPA Advisory offers compliance services for businesses and individuals. Our services ensure regulatory compliance while operating and growing the businesses. As tax rules constantly change, becoming more complex and demanding, we pledge to ensure our clients remain compliant while simultaneously driving value-driven growth with sustainability.
Businesses
Pettibone CPA Advisory works with businesses to optimize their value, support growth, and build wealth. Our firm acts as trusted advocate to solution-finders. Tax, accounting, consulting, and compliance services offered to businesses, U.S. International [Foreign] business tax filers. A Concierge CPA service available to these who prefer custom-tailored, essential service approach.
Individuals
Pettibone CPA Advisory collaborates with individuals to manage tax, deliver value-driven strategies, manage wealth and compliance concerns. For those individuals who prefer custom-tailored, individually essential service approach, we offer Concierge CPA service.
Concierge CPA
Enjoy personalized accounting and tax services traditionally reserved for the ultra-wealthy. Craft your financial legacy today.
Businesses
Pettibone CPA Advisory supports small, medium and large businesses. We optimize value, support growth and build wealth. Our firm acts as trusted advocates and solution-finders. Our services include tax, accounting and compliance services, as well as Concierge CPA services.
Individuals
Pettibone CPA Advisory collaborates with individuals to deliver value-driven strategies to manage tax, wealth and compliance concerns. For those who prefer custom-tailored, individualized services, we offer Concierge CPA services as well.
We're in the business... of adding value to yours!
Pettibone CPA Advisory is led by Keren Karine Pettibone, CPA, MBA. Our firm is dedicated to assisting new and established business owners: corporations, partnerships, individuals, and other business entities.
Welcome to Pettibone CPA Advisory
We specialize in consulting, compliance, taxation and accounting services for corporations, organizations and individuals. We largely apply a three-pronged synergistic approach providing advice, service, and expertise to meet our client needs: we deliver strategy-oriented decision making by utilizing today’s most advanced technologies and software.
Together, these elements deliver optimal value outcomes for all of our clients.
We nurture our client relationships to build trust-oriented, value-driven results.
What is a Concierge CPA?
A personalized approach
Enjoy personalized accounting and tax services traditionally reserved for the ultra-wealthy. Craft your financial legacy today.
Concierge CPA Services refer to personalized and high-touch tax and financial services tailored to meet the specific needs of individual client or business. Today, clients expect more from their CPAs benefiting from closer working relationships.
Our Concierge CPA Service offers personalized guidance, high-touch tax and financial services tailored to meet the specific needs of individual client or business.
Enhanced access! Enhanced service! Enhanced value! A simple definition of a win-win!
Why choose Concierge CPA Services? model.
Our Concierge CPA clients receive quarterly financial statements, tax audit protection, one-on-one face time, 24 hour access and additional as-requested customized services.
Our Mission
Pettibone CPA Advisory enhances and expands the traditional accountant-client relationship.
Our team offers expanded availability, top-tier professionalism, and demonstrated, deliverable passion.
We strive to provide consistent opportunities for wealth growth & asset management for each and every client.