We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Tracey has been practicing since 1991 in California, Oregon and Washington.  She specializes in small business and individual tax returns, as well as Quickbooks Pro advising.  She was selected and served on a team for the American Institute of Certified Public Accountants to set the passing requirements of the uniform CPA exam.  She is a past board member of the Southern Oregon Society of CPAs, Vice President of Silicon Valley BNI, and has served as treasurer for several non-profit organizations.  For many years she was a certified judge and traveled near and far judging gymnastics meets.  Tracey is married to Jeff and they have four children who entertain them with all of their activities.