Elliott Tracy, CPA
Elliott Tracy, CPA is a Jones & Roth Partner and leader on the Practice Peak Advisors team. He specializes in providing practices and their owners advisory services that include practice benchmarking, cash flow planning, business strategy, and business and personal tax planning. He is regularly called upon to present dental practice financial management topics at industry conferences.
His tax expertise includes all areas of tax planning for high earning individuals and closely-held businesses. He has extensive knowledge of all federal and state tax credits and how they can be utilized by individuals and businesses.
Elliott is a former varsity wrestler with the University of Oregon and enjoys serving as Treasurer for the Save Oregon Wrestling Foundation and the National Wrestling Restoration Foundation, and volunteering as a coach on youth wrestling programs.
Elliott Tracy is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.
CPA – Certified Public Accountant
University of Oregon, BS, Accounting