The Oregon CPA Firm Whose Bottom Line is You!
Ptacek & Cromwell - Tax Planning, Accounting and Tax Services

Growing and protecting your wealth involves more than working with a solid financial advisor, it’s investing your money wisely and always putting some away for a rainy day. To fully realize your financial goals, you need a well planned tax strategy.

When you work with a financial partner like Ptacek (pronounced peh-tasek) & Cromwell, a full service tax and accounting firm, you’ll have the peace of mind that your assets are protected and that the growth of your portfolio will be handled in a way that will minimize your tax exposure. And through Cromwell & Company, you’ll also have access to a wealth management team that can help you manage your assets and portfolio to meet your specific needs, providing you with a comprehensive approach to growing and protecting your wealth.

Ptacek & Cromwell P.C. designs, recommends and monitors wealth preservation strategies and is a full service tax and accounting firm offering:

  • Tax Planning and Preparation
  • Business Consulting and Services
  • Audit and Attestation Services
  • Estate Tax Planning

 

 

My taxes are complex due to all the trust issues and various investment vehicles involved. Ptacek & Cromwell provides the best service with the least amount of involvement on my part and they work to provide me with the most favorable results possible. -- Sandra D.

The Oregon CPA Firm Whose Bottom Line is You!
Contact Ptacek & Cromwell today at 503.675.0700!