About Petersen CPAs and Advisors, PLLC
<p>From fruit packing houses to healthcare groups, Yakima’s business community has relied on this firm for decades. Petersen CPAs and Advisors, PLLC is a locally owned CPA practice based in Yakima in Central Washington’s Yakima Valley.</p> <p>Founded in 1953, the firm provides audit and assurance work alongside tax planning and day-to-day accounting support. For employers that sponsor retirement programs, Petersen works as an auditor and fits within the broader group of <a href="/retirement-plans">retirement plan providers</a> that help plans stay on track with required reporting.</p> <p>The team also handles business consulting, nonprofit advising, litigation support, and fraud services, which can be useful when a plan sponsor needs help beyond the annual audit. A practical differentiator is the range of specialized support (from nonprofit guidance to fraud work) available from the same local office.</p> <p>To speak with a professional— including auditor Angela M. Pratt—call the Yakima office at 509-575-1040 or visit petersenadvisors.com.</p> <ul> <li>Audit and assurance services (including retirement plan audit support)</li> <li>Tax planning and compliance</li> <li>Accounting and financial statement preparation</li> <li>Business consulting, nonprofit advising, and litigation support</li> <li>Fraud services</li> </ul>
Website: https://petersenadvisors.com/
Founded: 1953
Office Locations
- Yakima, WA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $49.0M
- 401(k): 4 plans, $49.0M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| THE NOEL CORPORATION 401(K) RETIREMENT PLAN | THE NOEL CORPORATION, WA | $28M | 334 |
| TRI-CITY ORTHOPAEDIC CLINIC, PSC 401(K) PROFIT SHARING PLAN | TRI-CITY ORTHOPAEDIC CLINIC, PSC, WA | $11M | 91 |
| WESTERN MATERIALS, INC. SALARY REDUCTION AND SAVING PLAN | WESTERN MATERIALS, INC., WA | $8M | 156 |
| UMATILLA-MORROW HEAD START, INC. 403(B) PLAN | UMATILLA-MORROW HEAD START, INC., OR | $6M | 208 |
| THE NOEL CORPORATION DEFINED BENEFIT PENSION PLAN | THE NOEL CORPORATION, WA | $6M | — |
| 401(k) Retirement Plan | Healthcare Sponsor, WA | $4M | 108 |
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