Ptacek Financial Services

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Ptacek Financial Services CPA firm located in Oakes, ND We are a full-service Accounting firm licensed in North Dakota. We are affordable, experienced, and friendly.

We offer a broad range of services for business owners, individuals, and families. Let us help you keep your tax dollars!

Our office will be closed on Wednesday, November 11th, in observance of Veterans Day.We want to take a moment to thank a...
11/11/2026

Our office will be closed on Wednesday, November 11th, in observance of Veterans Day.

We want to take a moment to thank all the brave men and women who have served and continue to serve our country. We appreciate your service, sacrifice, and dedication.

Wishing everyone a safe and meaningful Veterans Day! ❤️🤍💙

🤔 Ask a Tax Question!Q: Can I convert my traditional 401(k) to a Roth tax-free because of the new law?A: Nope! ❌The One ...
11/10/2026

🤔 Ask a Tax Question!

Q: Can I convert my traditional 401(k) to a Roth tax-free because of the new law?

A: Nope! ❌

The One Big Beautiful Bill Act (OBBBA) didn't change the rules for Roth conversions. When you convert traditional 401(k) funds to a Roth, the amount converted is generally taxable as ordinary income.

📆 Depending on your situation, spreading conversions over multiple years could help reduce the tax bite.

☀️ Happy Friday! We made it! 🙌 Hope everyone has a great day and gets to enjoy a little downtime this weekend. Have a go...
11/06/2026

☀️ Happy Friday! We made it! 🙌 Hope everyone has a great day and gets to enjoy a little downtime this weekend. Have a good one, everyone! 😊

🌈 Happy Wednesday! We're halfway through the week! 🙌 Hope everyone is having a great week so far. Keep pushing through, ...
11/04/2026

🌈 Happy Wednesday! We're halfway through the week! 🙌 Hope everyone is having a great week so far. Keep pushing through, and let's make it a good one! 😊✨

☕ Happy Monday! Time to get back at it and start the week off right! 💪 Hope everyone had a great weekend and is ready fo...
11/02/2026

☕ Happy Monday! Time to get back at it and start the week off right! 💪 Hope everyone had a great weekend and is ready for a new week. Take it one day at a time, tackle that to-do list, and let's make it a good one! 😊 Have a great Monday, everyone!

Happy Halloween from the PFS Minions!Our Rita Moffett loved the Minions and she loved Halloween. 🎃 This one’s for you, ...
10/30/2026

Happy Halloween from the PFS Minions!
Our Rita Moffett loved the Minions and she loved Halloween. 🎃
This one’s for you, Rita!💛💙

🍂 Throwback Thursday! A little throwback to some team fun! Hope everyone is enjoying the cooler weather, cozy fall days,...
10/29/2026

🍂 Throwback Thursday! A little throwback to some team fun! Hope everyone is enjoying the cooler weather, cozy fall days, and all things pumpkin spice! 🎃🧡

💡 Tax Tip Tuesday: 1099-NEC Update!Starting with payments made in 2026, the threshold for issuing a Form 1099-NEC to ind...
10/27/2026

💡 Tax Tip Tuesday: 1099-NEC Update!
Starting with payments made in 2026, the threshold for issuing a Form 1099-NEC to independent contractors increases from $600 to $2,000.
This change, part of the OBBBA, means less paperwork for many small businesses! 📄🙌
⚠️ One thing that hasn’t changed: backup withholding rules still apply when a contractor doesn’t provide a valid Taxpayer Identification Number (TIN).
#1099

☕🤍 Happy Friday from PFS!We’ve made it to the end of another week at Ptacek Financial Services! 🎉 We hope your Friday is...
10/23/2026

☕🤍 Happy Friday from PFS!

We’ve made it to the end of another week at Ptacek Financial Services! 🎉 We hope your Friday is full of good coffee, fewer worries, and a little extra time to enjoy the weekend.

From our PFS family to yours, have a great weekend! 😊

Happy Wednesday from PFS!!🤩
10/21/2026

Happy Wednesday from PFS!!🤩

Address

420 Main Avenue
Oakes, ND
58474

Opening Hours

Monday 8am - 12pm
1pm - 5pm
Tuesday 8am - 12pm
1pm - 5pm
Wednesday 8am - 12pm
1pm - 5pm
Thursday 8am - 12pm
1pm - 5pm
Friday 8am - 12pm
1pm - 5pm

Telephone

+17017422179

Website

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