Existing Clients may book an appointment here  click here

Confidentiality

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

• 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
  

SPECIALTY SKILLS

• 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
  

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.

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.

Tracy lives in Davis, CA with her wonderful husband of 22 years and their son.   She is a 40 year resident of Yolo County.  Tracy loves yoga and running.

MY COMMITMENT TO YOU

ABOUT ME

​Tracy L. Dunne CPA, CDFA, CFE

Custom Accounting Solutions