TOOLS
RESOURCES
ADVICE
SUPPORT
WE STRIVE TO HELP OUR CLIENTS ACHIEVE PEACE OF MIND IN THEIR FINANCIAL LIVES
BY PROVIDING THE TOOLS, RESOURCES, ADVICE AND SUPPORT NECESSARY TO GET THERE.
TAX PLANNING & COMPLIANCE
All things tax, whether you need help planning, filing, or resolving problems, bring it!
ACCOUNTING & BOOKKEEPING
Want to know where your money is going? We can assist you with tracking or managing your finances, and understanding the numbers.
SUPPORT FOR THE ENTREPRENEUR & YOUR BUSINESS
For the small business owner who must do it all, we are here to support you! We will help you create a profitable business that is gratifying to own and operate.
REAL ESTATE INVESTING
Real Estate Investing brings its own rewards and challenges. We provide specialized support and resources.
WHAT CAN WE HELP YOU WITH?
“Tracy is very responsive when I have questions, but work seamlessly in the background taking care of what needs to be done without my needing to stay on top of them. Whenever I run into a bookkeeping quandary, Tracy is quick to jump in and fix the issue. She has inspired my trust, and I have recommended her to my friends and colleagues.”
- Martha Acosta Learning Consultant: Program Development and Facilitation
Our team of committed professionals, has been helping to navigate the complex rules regarding tax planning and compliance for over 35 years.
Additionally, we have worked with over 1,000 entrepreneurs and their small businesses to help them uncover and solve problems related to managing their finances and running their business.
Whatever our clients needs are, our focus is to provide guidance, resources and support to eliminate the stress that often comes with managing finances, and to help them create profitable, rewarding businesses.
MEET THE TEAM
TRACY ( NESSIA ) MEGUIRE
Owner & CPA
Tracy has over 35 years of experience working with individual investors and entrepreneurs to develop wealth growth strategies, that take advantage of reducing taxes, creating income, and preserving and protecting wealth. Working with real estate investors is a major component of her focus.
Tracy is an avid genealogy buff, adores her three grandkids, and just completed her first 500+ mile bike ride in 2021!
TRACY ( NESSIA ) MEGUIRE
Owner & CPA
Tracy has over 35 years of experience working with individual investors and entrepreneurs to develop wealth growth strategies, that take advantage of reducing taxes, creating income, and preserving and protecting wealth. Working with real estate investors is a major component of her focus.
Tracy is an avid genealogy buff, adores her three grandkids, and just completed her first 500+ mile bike ride in 2021!
SHANNON STRICKLAND
Shannon has been an integral part of our team for close to 20 years. She has served our clients’ bookkeeping and tax preparation needs over the years, and is now assisting with providing oversight for our tax services, and general client support.
To say we would be lost without her, is an understatement! In addition to all this, Shannon is a mom to three young kids. When asked what hobbies she enjoys, she asked “Does ‘just trying to survive life’ fit the bill? Just kidding!!” Humor aside, Shannon enjoys reading and loves listening to people and hearing their stories...discovering what has made them into the people they are now.
SHANNON STRICKLAND
Shannon has been an integral part of our team for close to 20 years. She has served our clients’ bookkeeping and tax preparation needs over the years, and is now assisting with providing oversight for our tax services, and general client support.
To say we would be lost without her, is an understatement! In addition to all this, Shannon is a mom to three young kids. When asked what hobbies she enjoys, she asked “Does ‘just trying to survive life’ fit the bill? Just kidding!!” Humor aside, Shannon enjoys reading and loves listening to people and hearing their stories...discovering what has made them into the people they are now.
SHELBY RICE FABEC
Shelby keeps OUR business running smoothly, and makes sure our clients (and her bosses), have all the support and resources they need.
She also keeps a close eye on our social media, and is our indispensable Girl Friday. We are grateful to have her on our team! Shelby is a busy mom to three energetic boys and does an amazing job at " keeping all the balls in the air."
SHELBY RICE FABEC
Shelby keeps OUR business running smoothly, and makes sure our clients (and her bosses), have all the support and resources they need.
She also keeps a close eye on our social media, and is our indispensable Girl Friday. We are grateful to have her on our team! Shelby is a busy mom to three energetic boys and does an amazing job at " keeping all the balls in the air."
“Tracy and her company, have been doing our taxes for almost 20 years. They are thorough professionals, who are tech savvy. I highly recommend their services and will continue to work with them as long as they are serving our community.”
-George Haddad
Owner - Consultant at GJH Consulting Services International
“Tracy and her company have been supporting us and ensuring that all of our annual tax filings are 100% correct for years. I would not feel comfortable with anyone else! Tracy is honest, and well versed in all of the new IRS laws. Not only is she a very professional person, but a great person, mom, and grandma.”
- Michael Walsworth
Vice President | Program Management | Project Manager
“I have worked with Tracy for over a decade. I have found her to be very professional, prompt, accurate, and responsive to my questions. I go to her for advice and have never been disappointed - even if the advice is not what I wanted to hear! I highly recommend her!”
- Karen Freeman
Partner at The Marketing Department
“Tracy has been invaluable in helping me make the often confusing transition from sole proprietor to LLC, and has guided me well in helping me setup my business in the most tax-advantageous way possible. She is very patient with my novice questions, and has helped keep me on track.”
- Anjali Gupta
Organizational Learning/Development and Culture Change Leader
“Working with Tracy has helped me to have peace of mind about my business and personal finances. She has the heart of a teacher and thoroughly explains the ins-and-outs of the whole income tax process. Tracy is also very responsive and helpful when I've got a quick question. Working with her is a delight!”
- Ildiko Oravecz
Executive Coach | Certified Performance Technologist
Mail - [email protected]
Fill out this form to schedule a Discovery Session where we can meet, discuss all your needs, answer any questions and determine how we can best help you.
After our complimentary session we will follow up by providing a proposal outlining the options available for you to work with us and the corresponding fees to do so.
CALL
Office - (513) -301-0036
Cell ( Tracy ) - (505) -699-8315
FIND US
Sante Fe Office:
1210 LUISA ST.
#12 SPACE SANTA FE, NM 87505
Cincinnati Office:
7672 Montgomery, Rd # 205.
Cincinnati, Ohio, 45236
