We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Adam Tracy, J.D., M.B.A., C.P.A.
Mr. Tracy is a Tax Attorney and Certified Public Accountant. Among other things, he specializes in corporate, partnership, individual, and property tax return preparation and tax resolution, including audit defense, lien/garnishment removal and criminal/civil tax trial representation, providing services as the Entrepreneur’s Accelerator.
Robert Simpson, Ph.D.
Dr. Simpson has a Ph.D. in Business and has more than 30 years in the consulting industry. He has been credited for more than $4 billion in startups and was the CEO for a publicly traded company for more than 15 years. He has expertise in mergers and acquisitions, manufacturing technologies, organizational development, and education and training. He heads the consulting division and is our chief strategist.
Matthew Jennings, MBA, EA
Mr. Jennings has an MBA in Finance and is an Enrolled Agent, the highest designation awarded in the field of taxation from the IRS. He has more than 21 years in the consulting industry having consulted for several dozen multi-million dollar enterprises. He has advised on just about every aspect in business with an emphasis on finance and tax. The business types have included oil and gas, insurance, automotive finance, and retail. He currently directs the tax resolution program.
PhD – A doctorate usually based on at least 3 years graduate study and a dissertation; the highest degree awarded graduate study. Ph.D. Doctor of Philosophy – a doctorate awarded for original contributions to knowledge.
MBA – The Master of Business Administration (MBA or M.B.A.) is a master’s degree in business administration (management). The MBA degree originated in the United States in the early 20th century when the country industrialized and companies sought scientific approaches to management.
EA – An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service.
CPA – The designation of Certified Public Accountant (CPA) is awarded to candidates who pass the very stringent Uniform CPA Examination and is permitted to practice public accounting in a particular state, which may have its own set of specific requirements.
JD (Attorney) – Tax attorneys are specialists in federal, state, and municipal rules and policies pertaining to tax liability and the process of taxation as it relates to estate transfers, material and intellectual property acquisitions, income from all sources, and business transactions of all kinds.
USTCP – The United States Tax Court Practitioner is a Circular 230 professional who has passed the an extremely challenging written non-attorney Tax Court admission examination. The USTCP candidate must also be sponsored by two members of the Tax Court bar, subscribe an oath or affirmation, be of “good moral and professional character” and possess the “requisite qualifications to provide competent representation before the Court.”