Services
Smart, straightforward tax, financial planning, bookkeeping, insurance, and continuing education services designed to support you, your family, your business, and your professional growth every step of the way.
Peters Tax Preparation & Consulting
We know tax challenges can feel overwhelming and you don’t have to figure them out on your own. With more than 17 years of experience, we help individuals and small businesses with tax preparation, proactive tax planning, tax projections, consulting packages, fractional CFO support, bookkeeping, payroll guidance, and startup strategy — all designed to reduce stress and help you make confident, informed financial decisions year-round.
Peters Financial
Taking the first step toward financial planning can feel intimidating, especially if you’ve never worked with an advisor before or aren’t sure where to begin. At Peters Financial, we believe personalized financial planning and investment advisory services aren’t just for executives or retirees with large portfolios — they’re for anyone who wants clarity, confidence, and a plan.
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Whether you’re building wealth, planning for retirement, managing risk, or mapping out long-term financial goals, we’re here to provide thoughtful, strategic guidance tailored to you. No goal is too small and no starting point is too early, tell us where you want to go, and we’ll help you create a clear path forward.
Peters Professional Education
Stand out in your field with expert-led CPE courses created by an experienced tax, financial, and insurance professional. From on-demand recordings to in-person seminars, these courses make learning engaging, relevant, and immediately applicable — helping CPAs and financial professionals stay compliant, advance their skills, and grow their careers.
David Peters Insurance
Insurance can be confusing, but we’re here to help. We review your current coverage, clarify your options, and provide tailored quotes to fit your lifestyle and needs. From life, accident, and disability insurance to small business, group health, and travel coverage, our goal is to find the protection that gives you peace of mind at a competitive price.
Alaruna Bookkeeping & Consulting
We help small- to mid-sized businesses stay on top of their finances with expert bookkeeping, payroll, financial reporting, tax support, consulting, and more. Our team provides personalized guidance and practical solutions to help you streamline operations, make smarter financial decisions, and grow your business with confidence.
Why Choose David Peters
With David Peters, you’re never alone in your financial decisions. He breaks down the complex, tailors solutions to your needs, and walks with you every step of the way so you can relax and feel confident.
Professional & Reliable
Convenient Services
Trusted Expertise