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Leif E Peterson CPA

Leif E Peterson CPA

Reviews Summary

The reviews consistently praise the team's professionalism, expertise, and personalized service. Customers highlight their reliability, prompt communication, and ability to simplify complex financial tasks. Many appreciate the supportive, family-like atmosphere and long-term trust built over years of service. The team is commended for handling taxes, business finances, and IRS interactions with care, often going above expectations. Their use of technology for convenience and tailored guidance for tax optimization are frequently mentioned. Overall, they are highly recommended for both individuals and businesses.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

503 N Euclid Ave # 9A

Bay City, Michigan 48706

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-4:30PM
Tuesday 8:30AM-4:30PM
Wednesday 8:30AM-4:30PM
Thursday Closed
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Unparalleled full-service accounting & tax firm for businesses and individuals. Leif and his team will tie all the pieces together for you, giving you the most precious gift: peace of mind. As a solopreneur, LEP has been indispensable to my business growth, providing invaluable support every step of the way. Thanks to their expertise, I've been able to optimize my tax situation and maximize my savings. They've navigated complex tax regulations for me and my business, and offer tailored guidance that align

Leif and his team are the best! They have taken care of myself and my family for many years. He is a good person with high morals and standards. Leif started working for me during a very hard time in my life and he couldn?t have been more supportive and has continued to support me over the years. I appreciate him and his amazing staff and I?m thankful for all the help and guidance they provide. I highly recommend them, you won?t be sorry.

My late husband and I have gone to Leif for many years and are very happy with them. He also now does the taxes for my grown daughters! They are easy to work with and have been so helpful to me. Taxes were always my husband?s task. Not mine! So when my husband died and I was thrust into getting things ready on my own they couldn?t have been more helpful and understanding. Especially Arielle.

I couldn't imagine running my business without the services of Leif, Arielle, and Christy! They truly feel like part of my own business and always have Joletec's best interest at heart. Something that I believe they do a great job at is utilizing online services to make difficult physical tasks quick and easy. Rarely do I need to go to their office or ever transfer anything physical and that is very important to me. They keep the finances humming along so I can focus on what I do best, work on computers

Leif and his team are very professional, timely, and helpful. They provide full financial services that are helpful to the recent Sample and Sons, Inc account. It is apparent they stay current in the business requirements. Thank you for the great service you provide to us and others in the area.

I have filed with Leif for 13 years now and have always had great experiences. I have had interaction from the IRS that he and his team have helped me navigate very successfully.

A great place to go to get your taxes done! The staff is very friendly and easy to get along with. Love the office dogs too, especially Jude and Indy!

Leif and his associates have provided excellent tax and savings advice since our inception in 1994. I wouldn't go anywhere else.

Highly qualified, knowledgeable, prompt and reliable service. Excellent communication and support. Overall a great experience to work with.

Great accounting firm. I highly recommend Leif and his team.

Professional, personal service. Always quick to respond. Highly recommended.

Awesome experience, treated like family. Highly recommend.

Great staff, friendly service!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.