Expert Insurance Solutions for a Peace of Mind
At Purtzki Johansen & Associates, our firm is built on a foundation of trust, expertise, and a deep understanding of the complexities facing our clients. With over 40 years of experience, our team of experts has earned a reputation for providing personalized and proactive services to dentists, physicians, family businesses, and real estate and development professionals.
Leadership Team
Our leadership team is comprised of experienced professionals who are dedicated to delivering exceptional service to our clients. Led by our Managing Partner, Leif Johansen, our team is committed to staying up-to-date with the latest developments in taxation, accounting, and financial planning.
Services
Our range of services is designed to meet the unique needs of our clients, including:
Accounting: Whether you are running a successful dental practice or a medical practice, our experienced accountants will help you navigate the complexities of financial management.
Tax & Personal Financial Planning: By taking a proactive approach towards tax planning, we combine our creative skills with our in-depth knowledge of taxation to help you minimize your tax liability and maximize your wealth.
Estate & Succession Planning: We understand that estate planning requires making difficult decisions. Our experts will assist you in preserving as much of your estate as possible.
Business Advisory Services: Our team will help identify opportunities for improvement, planning and execution, as well as performance evaluation and change.
Sales & Transition Consulting: With our extensive array of dental practice transition services, delivered by highly experienced transition consultants, you can rest assured that your practice will be in good hands.
Careers
Join our team of dynamic professionals and take advantage of our competitive compensation and health benefits packages. With opportunities for professional development, mentorship, and advancement, we invite you to explore our current job openings and apply today.
Our Philosophy
Our philosophy is simple: "Together, we can do it." We firmly believe that the best results can be achieved through working together as a team. As a Purtzki Johansen & Associates client, you and your business are the focus of a team effort headed by one of our professional team members.
Contact Us
Whether you're a dentist, physician, family business owner, or real estate professional, we invite you to explore our range of services and expertise. Contact us today to learn more about how we can help you achieve your financial goals.
Overall Experience
The reviewer expresses disappointment and frustration with the accounting service, feeling that they were grossly overpriced for the quality of service offered.
Quality of Service
The reviewer was not impressed with the service provided, stating that they did not receive any useful advice tailored to their specific work and personal situation as a doctor. They felt that the service was not personalized and that they had to find useful information online from other sources.
Account Manager Issues
The reviewer had issues with their account manager, Manfred, who initially took personal care of their account but later passed them over to another team member, leading to a lack of communication and attention.
Overcharging and Unfair Billing
The reviewer alleges that one of the accountants tried to overcharge them for services not provided, which led to them seeking another accountant who offered better service at a lower price.
Advice to Doctor and Dentist Clients
The reviewer advises doctor and dentist clients to look elsewhere for accounting services, warning against both small firms that overcharge and big firms that may do the same.
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