Wertz & Co., P.C. has grown by focusing on its clients and their financial needs, by providing superior, personalized service, delivered in a timely manner, with a personal touch. We are a close-knit family-owned, family-run business and treat your business as we do our own. We maintain an excellent reputation in the community and have dedicated many years of professional service to assisting individuals and businesses to succeed and flourish.
Services
Wertz & Co. was founded in 1988 by Barry and Becky Wertz, with the idea of providing superior personalized service to individuals and businesses that want close working contact with experienced accountants, at an affordable price.
Being a smaller firm, we do not periodically reassign your personal contact within our firm to another accountant.
And we answer our own phones.
Areas of Expertise: Tax and management consulting services for individuals, corporations, partnerships, non-profit organizations; review and audits for construction, engineering, architectural, and manufacturing entities.
Being a smaller firm, we do not periodically reassign your personal contact within our firm to another accountant.
And we answer our own phones.
Areas of Expertise: Tax and management consulting services for individuals, corporations, partnerships, non-profit organizations; review and audits for construction, engineering, architectural, and manufacturing entities.
Wertz & Co. is unique among local CPA firms in that our four tax professionals have a combined 90 years experience in dealing with all areas of tax planning, compliance, and reporting, both at the federal as well as the state and local levels.
We do not use seasonal, nonprofessional tax preparers.
Whether you are a small business in need of tax return preparation and planning, or an individual requiring even basic assistance, we have the technical expertise to meet your needs.
Also, many businesses operate in multiple states.
We do not use seasonal, nonprofessional tax preparers.
Whether you are a small business in need of tax return preparation and planning, or an individual requiring even basic assistance, we have the technical expertise to meet your needs.
Also, many businesses operate in multiple states.
Every individual in the firm has a billing rate based on their education and skills.
Each task, project, or service may require one or several members of our staff, including review by a senior professional.
The sum of these inputs and a review for value to the client is the basis for determining the bill.
We request that payment for our services be made upon completion of the services.
Often, clients wish to be able to predict the amount of the fees that they pay us for budgeting purposes.
We offer billing plans that allow our clients to pay us a fixed monthly amount, depending on the package of services that we provide.
Each task, project, or service may require one or several members of our staff, including review by a senior professional.
The sum of these inputs and a review for value to the client is the basis for determining the bill.
We request that payment for our services be made upon completion of the services.
Often, clients wish to be able to predict the amount of the fees that they pay us for budgeting purposes.
We offer billing plans that allow our clients to pay us a fixed monthly amount, depending on the package of services that we provide.
Qualified Business Income Deduction remains at 20%, with restrictions, particularly for certain businesses;.
AMT exemptions are increasing for 2020.
The Tax Cut and Jobs Act increases the AMT exemption for joint filers to $111,700 and $71,700 for others.
De minimis safe harbor for taxpayers with no AFS (applicable financial statement) raised to $2,500.
Significant changes to individual provisions have been implemented by the Tax Cuts and Jobs Act for 2018.
We advise you to visit us soon to determine your 2020 tax liability and potentially prepay it before it becomes a penalty issue in April.
AMT exemptions are increasing for 2020.
The Tax Cut and Jobs Act increases the AMT exemption for joint filers to $111,700 and $71,700 for others.
De minimis safe harbor for taxpayers with no AFS (applicable financial statement) raised to $2,500.
Significant changes to individual provisions have been implemented by the Tax Cuts and Jobs Act for 2018.
We advise you to visit us soon to determine your 2020 tax liability and potentially prepay it before it becomes a penalty issue in April.
Reviews
Be the first to review Wertz.
Write a Review
