Tracy is both a member of our Tax Services and HW Nonprofit Advisors Groups, Tracy has a strong foundation in tax planning, consulting and tax compliance services for corporate, partnership, individual, and non profit clients.

With being a member of our firm since 2001, Tracy has significant experience managing tax preparation services for privately held, family-owned businesses, nonprofit entities and trusts in a broad range of industries.

Currently, Tracy is a member of American Institute of Certified Public Accountants and Ohio Society of Certified Public Accountants.

  • Tax Planning & Strategies
    • Tax Planning and Compliance for Corporations, Individuals and Partnerships
    • Trust and Estate Taxation and Administration
    • Privately-Held Businesses
    • Family-Owned Businesses
    • Manufacturers
  • Nonprofit Organizations
    • Nonprofit Tax Filings and Compliance
    • Affordable Housing & Community Development
    • Arts & Culture
    • Behavioral Health
    • Educational Institutions
    • Foundations
    • Health & Human Service Organizations
    • Long-Term/Senior Care Facilities

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