Experienced in both Canadian and U.S. tax preparation, Tracy is skilled at helping clients manage their unique tax situations. Her areas of specialization include personal and small business tax planning and preparation, U.S. tax filing requirements including FBAR and foreign information reporting, the IRS streamlined filing procedure and taxation of foreign trusts.
Tracy studied Commerce at the University of Toronto, and received a Masters Certificate from York University. She has held various accounting and operational leadership positions within the technology and financial services industries, working most recently for BlackBerry, Eggett Tax Services and Economical Insurance.
Tracy is a member of the Board of Directors for the EFile Association of Canada.
Having recently moved to Guelph, Tracy enjoys exploring the city, being with her family and friends, traveling, cooking, reading, hiking and cycling.