PTH Financial & Insurance
About
Who we are?
PTH Financial & Insurance is a consolidated service firm. Our expert representatives provide specialized service in all areas of accounting, book keeping, payroll, tax filings, life & health insurance, personal lines insurance and commercial lines insurance. With over 250 years of combined experience, our seasoned professionals are willing and able to exceed all of your expectations. At PTH Financial & Insurance, each client is unique, we work with people, not just numbers.
Why Hire Us?
As a consolidated service firm, PTH Financial & Insurance is able to provide an array of necessary professional advantages not available when you are using more than one company. We start by familiarizing ourselves with you and the needs of your business and we build from there, designing a custom service package solely with your needs in mind. Since the financial tracking for a law firm is far more stringent than that of nursery, and the insurance demands for a roofing company are more cumbersome than those of a pet groomer, PTH Financial and Insurance doesn’t try to fit any business into a prefabricated mold.
We take the time to research the financial obligations of your specific business, the licensing requirements for your individual industry and the insurance demands effecting your company. We consolidate all of these needs under one umbrella and designate you a single point of contact to oversee all of your needs.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Work on the client's work and then set up a meeting or phone call to discuss.
What education and/or training do you have that relates to your work?
Certified Public Accountant
Do you have a standard pricing system for your services? If so, please share the details here.
We charge by complexity of the return and number of forms used to complete a return.
What types of customers have you worked with?
Small to medium size businesses and personal tax return.