Tracy is the Practice Manager at Lifetime Tax Advisors. She comes to Lifetime with 25+ years as an administrative professional. From 2011 – 2017, Tracy worked as an administrator in the finance industry, excelling in client relations and office management.
Tracy is in charge of the day-to-day activities of Lifetime Tax Advisors, including client services, new client onboarding, billing, collections, and managing processes & workflow. Her goal is to make sure our clients experience the highest level of service at Lifetime Tax Advisors.
Our tax advisors know from experience how much vital information can be found by examining the past.
In addition to examining and documenting your past tax history, we carefully evaluate your present financial situation.
As our tax advisors continue to gather and assess your past and present tax situation, we build strategies with an eye on the future.