Elliott Tracy, CPA

Senior Manager

503-648-0521
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Elliott Tracy is a Senior Manager and a key member of the firm’s Healthcare and Dental Teams. He specializes in providing dental and medical practices and their owners with practice benchmarking, cash flow planning, business strategy, and tax planning.

As a member of the Tax Department, he has experience in all areas of tax planning for high earning individuals and closely-held businesses. He has an 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 1st Global Capital Corp., Member FINRA, SIPC, Investment Advisory services through 1st Global Advisors, Inc. and Insurance services offered through 1st Global Insurance Services, Inc. Jones & Roth and 1st Global are unaffiliated.

Education

University of Oregon, BS, Accounting

Certifications

CPA - Certified Public Accountant

“Every day is focused on improvement.  I approach every client with goal of improving their daily life and ultimately helping them to accomplish their goals.“

— Elliott Tracy, CPA