Oakes, ND CPA / Ptacek Financial Services

Welcome

Welcome to our website! If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, individuals and families. Please grab a cup of coffee and take a few minutes to review what we have to offer both you and your business on our web site!

Ptacek Financial Services (PFS) is a Certified Public Accounting firm located in Oakes, ND. We can help you with all of your tax and accounting needs whether it be an individual, corporation, partnership, trust & estate or non-profit returns. See our calendar for deadlines coming up.

Services

Our services encompass nearly every aspect of tax and accounting.

Financial Statement Preparation- We can prepare personal and business financial statements required by banks and other third parties.
Compilations and Reviews-We can help gather and prepare either Compilations or Reviewed financial statements required by banks and other third parties.
Bookkeeping/Payroll Services-PFS can handle your bookkeeping, payroll and quarterly tax returns. We can offer to assist you whether it is actually doing your monthly payroll or just assisting in the set-up of your own manual or computer bookkeeping system. Our favorite choice for computerized bookkeeping is QuickBooks or QuickBooks Pro.
Tax Return Services-We have been preparing tax returns for individuals, C-Corporations, S-Corporations, Partnerships and many others for over 17 years. We keep current on ever-changing tax laws. Our philosophy is you should keep as much of your tax dollars in your own pocket. We are here to help. Personal service is what we continually strive for.
Social Security Benefits-We can analyze whether your benefits should start at age 62 or 65, approximately what your monthly benefit will be, what your spouse will recieve and what you should do if you keep working.
Lease vs. Buy-We can analyze which is the better plan for you.
Roth IRA Conversion-Can you benefit from converting your existing IRA to a Roth?
Loan Amortizaion-We can help analyze a loan to show the benefits of refinance or help you with an amortization schedule of an existing mortgage.
College Planning-How much will it cost to send Junior to college in 12 years? Are you ready?
Divorce Planning-If you are planning a divorce, consult with us for your planning. If not prepared properly, your divorce could cost you more than you thought.
Estate and Retirement Planning-As we grow older, our needs change and we look to our retirement plan. Good advance planning in our earlier years will make a difference.

Our Firm

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the others. We LISTEN to you!

Free Reports and Newsletters

Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.

Tools and Resources

There are many tools and lots of resources in this website!

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, are just naming a few.