SUMMARY OF EXPERIENCE
Tracy joined the firm in 2023 with over 15 years of experience across diverse industries, primarily in real estate and professional services. Tracy specializes in income and estate tax.
Her focus centers on high-net-worth individuals, closely held businesses, trusts, and estates. She excels in tailoring financial strategies to optimize wealth and ensure tax compliance.
University of Portland
- Bachelor of Business Administration with a concentration in Accounting
Golden Gate University
- Masters of Science in Taxation
- Certified Public Accountant; Oregon
- Raising Littles of Bend – Founder