A HOLISTIC APPROACH
TO YOUR FINANCIAL GOALS

WHAT WE DO

We tailor our services to meet the individual needs of our clients by proactively anticipating and preparing them for the future. We are available to provide timely, accurate solutions to our clients’ full range of needs.

Holistic Financial Planning

We believe the best approach to achieving your individual financial goals is by taking a holistic ......

Wealth and Asset Management

We provide a comprehensive review of your holdings to grow your wealth and creatively manage ......

Strategic Tax Planning & Preparation

Tax preparation doesn’t start and end with accurate data entry. Tax preparation is a review ......

Tax Audit & Representation

Audits happen, and when they do, our team assists clients in navigating the labyrinth of notices and ......

WHO WE ARE

Cathleen Petersen, E.A. advises premiere Silicon Valley clients in matters of personal investment and wealth planning, tax preparation, and financial planning.

CPEA has served San Francisco Bay Area and International clients since 1983.

WE ARE HERE TO HELP

Personal tax and finance can be complex

What does it mean to file a tax extension?

When filing a tax extension, the taxpayer is requesting to extend the deadline for filing tax returns without accruing a penalty. Once an extension is received, the new deadline for submitting a tax return is October 18.

What is the 2022 IRA contribution limit and contribution deadline?

For persons 50 or younger, the contribution limit is $6,000 per person. For persons 50 or older, the contribution limit is $7,000 per person. Contributions for each tax year can be made up to the tax filing deadline for that year, provided it is claimed on the tax return.

What are the different types of individual retirement accounts?

An IRA is an account set up at a financial institution that allows individuals to save for retirement with tax free growth or on a tax deferred basis.

What do I need to consider when selling a home?

  • Tax implications and planning
  • Updates to residency status