SPECIALTY SKILLS

              Tax Season 2021 - telephone or skype appointments 

PROFESSIONAL SERVICES INCLUDE

Confidentiality

It goes without saying, except that I will say it - I am the protector of client confidentiality.  Your secrets are safe with me.

MY COMMITMENT TO YOU


Tracy L. Dunne CPA, CDFA, CFE

Custom Accounting Solutions

Click here for a phone appointment

Please forward your tax documents to me prior to the appointment.

Documents may be uploaded to smart vault, dropped off to my office (there is a drop slot in the entrance window) or mailed to my office.

  

Communication

....is the key to every relationship.  I try very hard to return calls and emails promptly and to deliver timely results on promises made.  I'm not perfect, but I make it a priority to respect your needs.

ABOUT ME                       Principal State of Licensure: CA License #74756

                                                                                                                                                                            ID License #CP-6047

                                          

Tracy L. Dunne, CPA, CFE, CDFA

is a graduate from CSUS Sacramento (1995) and holds a Certified Public Accountant license, Certified Fraud Examiner License and is a Certified Divorce Financial Analyst.  She is certifiably certified.




 

  • An accounting practice with 20 years experience, including "BIG FOUR" experience
  • Reasonable fee structure that creates value
  • Personal account manager
  • CEO services
  • Payroll assistance
  • Quickbooks, Quicken, Xero assistance
  • Tax planning
  • Forecasts, financial statements, projections
  • On-site assistance at your location
  • Marriage dissolution planning
  • Forensic Accounting
  • Internal Control Analysis
  • Income tax preparation
  • Income tax planning
  • Payroll set up
  • IRS correspondence
  • Marriage and Divorce planning
  • Business set up planning
  • Resident Alien, Non-Resident Alien tax issues
  • H1B, J1, J4 and other select visa tax filing requirements
  • Same sex marriage tax laws
  • "Where to get started, been putting this off" planning