CPA, CGMA, Principal
“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.”
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)