Our Services
Contact Tracy Fisher
Email Address
Phone
Office Location
5200 S Macadam Avenue, Suite 550 Portland, OR 97239
- Tracy D. Fisher, CPA LLC Services
Tailored Solutions for Individuals and Businesses
Tracy D. Fisher, CPA LLC offers a range of professional accounting and consulting services, empowering individuals and businesses in Portland to achieve financial clarity and success. Whether you're planning for retirement, navigating complex tax codes, or managing the financial demands of a growing business, Tracy Fisher is here to help.
Individual Services
Personalized Financial Support for Every Stage of Life
- Tax Preparation: Ensure your tax forms are accurate, compliant, and optimized for potential savings.
- Tax Planning: Proactive strategies to minimize tax liability and prepare for major life milestones, like retirement.
- Financial Consulting: Assess and adapt to life’s financial challenges with expert guidance.
- Estate and Trust Tax Returns: Navigate estate and trust taxes efficiently, ensuring compliance and protecting your assets.
Why Choose Tracy Fisher for Personal Financial Needs?
- Expertise in Tax Codes: Comprehensive knowledge of federal and state tax regulations ensures accurate filings.
- Customized Plans: From purchasing a home to managing student loans, solutions are tailored to your goals.
- QuickBooks Consulting: Optimize your personal finances with expert guidance on QuickBooks software.
Business Services
Accounting Expertise for Businesses of All Sizes
Running a business comes with unique financial challenges. Tracy D. Fisher, CPA LLC specializes in simplifying accounting tasks and creating actionable plans for success.
Our Business Services Include:
- Tax Preparation: For Partnerships, LLCs, Corporations, and S-Corporations.
- Financial Statement Preparation: Compiled and reviewed statements to provide clear financial insights.
- Controller Services: Assistance with cash flow management, accounts receivable/payable, budgeting, and financial statement analysis.
- Startup Assistance: Entity setup, financial projections, and business planning for new ventures.
Why Trust Tracy Fisher with Your Business Accounting?
- Stay Compliant: Keep pace with changing tax laws and regulations to avoid penalties and maximize benefits.
- Strategic Growth Support: Build a budget that incorporates payroll, insurance, and operational expenses while planning for expansion.
- Efficiency with QuickBooks: Streamline daily operations with expert setup and management of QuickBooks systems.
Retirement Planning and Other Services
Build a Secure Future with Expert Guidance
- Retirement Planning: Create customized strategies to maximize your savings and adapt to economic changes.
- Estate and Trust Services: Protect your assets and heirs while ensuring timely filing of estate tax returns.
- Ongoing Reviews: Regular account assessments to keep your financial plans aligned with your goals.
Simplify Your Financial Journey
Partner with Tracy Fisher, CPA
At Tracy D. Fisher, CPA LLC clear communication, personalized plans, and expert guidance are at the heart of every service. From individual financial planning to business accounting, we’re dedicated to helping you achieve your goals with confidence.
Have Questions or Ready to Get Started?
📞 503-598-0168
Contact us today to schedule your consultation!