Henry & Peters, P.C. has extensive experience in serving industries with unique accounting and tax planning needs such as healthcare, oil and gas, financial institutions, and governmental entities, among others. We would be pleased to discuss how we could put this experience to work for you.

We offer varying levels of services including compilation, review and audit. We will work with you to determine which level of service fits your particular needs.

Many times these services are obtained to satisfy requirements of lenders or other parties. However, it is our experience that our practical and professional approach enables us to advise you of ways to improve your efficiency, strengthen controls and increase your understanding of your financial information. The following are just a few of the areas in which we provide services:

Our goal is to meet your needs through an effective and efficient engagement.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services include but are not limited to:

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

In today’s competitive market, every business is seeking ways to increase productivity and profitability while mitigating and/or managing risks to the business. Henry & Peters can provide outsourcing and support for a variety of internal audit functions – freeing your own staff so they can focus on their true core competencies to better help your business be successful. By building an effective long-term relationship, we act as an independent extension of your business, helping you achieve your goals.

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide a useful and objective analysis to assist you in the valuation of any business in which you have an interest.

William H. Bundy, CPA, ABV is the officer in charge of this department. Please direct all of your valuation questions to Mr. Bundy.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Whether it's employee embezzlement or financial statement fraud, our experienced team can help you support your claim. We are trained to look beyond the recorded transactions to expose the fraud and to legally verify the amounts involved. More importantly, we can help you design your internal accounting controls to minimize the risk of loss.

Our team of fraud examiners and accountants investigate, analyze and summarize financial data and then communicate our findings in the form of reports, exhibits and collections of documents. We also provide assistance in legal proceedings, including testifying in court as expert witnesses and preparing visual aids to support trial evidence.

Gary D. Penkilo, CPA,CFE is head of this department. Please direct your fraud investigation questions to Mr. Penkilo.


Fraud Reporting
Click here to report a concern relating to accounting, auditing, internal controls, financial reporting, misappropriations, or any other form of financial misconduct, dishonesty or fraud.

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.