CPA, CGMA, Principal
Tracy joined LSWG in 2018 with the merger with WN CPAs, where she was a founding owner and partner for over 21 years. A Chartered Global Management Accountant (CGMA)* with over 40 years of public accounting experience, Tracy is well-versed on complex tax issues. She works with accounting systems across a broad range of industries enabling her to provide comprehensive accounting services to individuals and businesses from all walks of life. Tracy is a graduate of the University of Maryland, School of Business and Public Administration, where she earned a B.S. in accounting, and was a member of the national accounting honorary fraternity Beta Alpha Psi.
Specialized Client Services:
- Tax Planning and Preparation
- Multi-State Taxation
- IRS and State Audits
- Buy-Sell Agreements
- Litigation
- Professional Service Entities
Professional/Civic Memberships and Activities:
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants
- *Certified as a Chartered Global Management Accountant (a professional management accounting designation combining accounting and financial expertise with strategic insight to guide better business decisions)
“I easily relate to the challenges facing small business clients. As a CGMA, I know how to help owner-managed businesses operate more effectively. For companies who need greater oversight of their accounting and financial functions, but aren’t ready to hire a full-time controller/CFO, problem solved.”