Enrolled Agent, Owner
Education: B.S. Business Administration, Mansfield University of Pennsylvania
Master of Business Administration, High Point University
Professional Affiliations: National Association of Enrolled Agents
North Carolina Association of Enrolled Agents
Tracy specializes in tax research, business and individual tax preparation and tax representation. Having been a former IRS agent she provides valuable tax compliance insight to the clients.
Prior to starting her own practice and acquiring Ledger Plus Tracy progressed from Staff Accountant to Controller during her 22 year accounting career. She worked for corporations specializing in service, manufacuters and a large local credit union.
Tracy is passionate about building trusting relationships with her clients and providing them quality service. Originally from Portage, Pennsylvania she moved to North Carolina after her undergraduate studies were complete.
She resides in Clemmons with her son and their dog Weston. She loves the beach, spending time with friends and the Pittsburgh Steelers.
Education: B.S. Business/Accounting, University of Phoenix
Susan is a native of Clemmons, North Carolina and a former employee of Ledger Plus. At work, she is focused on helping clients with bookkeeping and payroll. We also like to refer to her as our in-house IT guru. Outside of work she is a dedicated wife and mother to 3 girls and spends her downtime reading.
The “Money” Monkey
Education: Still in Progress
A.K.A Nathan, Tracy’s son. You may see him in the office on occasion or at an event when he turns into the “Money” Monkey.