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.
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.
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.
Qualified Business Income Deduction remains at 20%, with restrictions, particularly for certain businesses;. AMT exemptions are increasing for 2021. The Tax Cut and Jobs Act increases the AMT exemption for joint filers to $114,600 and $73,600 for others. De minimis safe harbor for taxpayers with no AFS (applicable financial statement) raised to $2,500.
Reviews (1)
Chris Risse
Jun 04, 2020
