How I can help you: Tracey is a resource for all things tax. He will work with clients throughout the year to answer questions and identify tax planning opportunities. His role is to provide guidance, clarity, and proactive strategies to help you navigate complex tax matters.
What makes me knowledgeable: Tracey is currently pursuing a B.S. in Business Administration; Accounting at Western Governors University, expected to graduate in 2026. Tracey became an Enrolled Agent in August 2023 and went on to pass the Series 7 exam in 2025, further strengthening his technical expertise in tax representation and financial services while looking for opportunities to grow even further.
Getting to know me: Outside of work, Tracey enjoys watching the Utah Jazz, Denver Broncos, and pretty much any sporting event. He also loves spending time outdoors in Colorado with his wife, Sam, and their two dogs: Tito, a Siberian Husky mix, and Stella, a Staffordshire Terrier.