Ptacek & Cromwell, P.C.
When it comes to protecting your assets with a thorough tax planning strategy, you want to make sure you’ve got an expert in your corner.
With Ptacek & Cromwell you’ll be working with a team of Certified Public Accountants who understand that it’s not just about filing taxes the right way, but protecting your assets and enabling your portfolio to grow without placing you in a negative situation. Our relationship with our partner, Registered Investment Advisors Cromwell & Company, enable us to provide a complete tax solution tailored to your specific needs.
The Ptacek & Cromwell approach is to partner with you to create a tax strategy with an eye on your total wealth management picture. By working closely with you to educate you on your tax options and opportunities we’ll develop a plan that will enable you to achieve your goals. We understand that tax planning is only half of the equation for growing wealth and living the life of your dreams. Through our partner firm, Cromwell & Company, we’re able to provide asset management, investment planning and estate planning. This relationship enables us to provide a level of service that goes well beyond what you’ll find with the typical CPA firm.
I feel very comfortable knowing that my information is safe, returns are accurate and I enjoy the friendliness in the office. I've referred people to Ptacek & Cromwell because I feel so strongly about their abilities, character and professionalism - they’re also great to chat with. -- Debbie D.
The Oregon CPA Firm Whose Bottom Line is You!
Contact Ptacek & Cromwell today at 503.675.0700!!