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Boost Your Profits: Professional Solutions for Lowering Tax Burdens and Streamlining Financial Management for Your Business!

Maximize your business's potential with expert strategies that alleviate burdens and enhance efficiency. Our professional solutions support you in increasing profits while streamlining your financial management. Trust us to navigate the complexities of taxation and optimize your financial operations for long-term success.  Book a discovery call now!

Tracy Owens CPA PC provides comprehensive accounting services tailored to meet the diverse needs of our clients. We specialize in tax advisory, tax preparation, financial consulting, and bookkeeping to enhance your business's efficiency and success while ensuring compliance. Our dedicated team strives to deliver exemplary service, fostering strong client relationships built on trust and transparency.

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  • Fractional CFO Services
    • QuickBooks Online Setup​
    • Bookkeeping
    • Payroll Setup
  • Tax Advisory and Compliance Services
    • Tax Advisory Services - implementation of tax-savings strategies​
    • Tax Return Preparation
  • Audit and Attestation​
    • Audit services for private and non-profit businesses​
    • Financial Statement Review
    • Forecasting and Budgeting

Tracy Owens has 30+ years of extensive experience in Corporate Financial leadership roles in Fortune 100 International technology corporations, as well as mid-size private organizations as CFO.  Tracy also teaches various Leadership courses at Texas Tech University.  Her passion is to help small business owners thrive and help them to build their legacy.  Let's build family empires and grow them together!

Our Services

Fractional CFO Services

Let us handle all of your business financial needs as your outsourced CFO.  Services include:

  • Quickbooks Online Setup

  • New Business Setup and Dissolution

  • Bookkeeping

  • Sales Tax Filings

  • Payroll

  • Hiring Strategies

  • 401k and Benefit Planning

  • Budgets

  • Process Improvement and Best Practice

Tax Advisory Services

  • One Time consultation:  During a comprehensive tax consultation, we will review your personal and business goals to reduce taxes and increase wealth by using IRS-protected tax-saving strategies.

  • Ongoing Advisory:  

    • Various asset protection and wealth building strategies you implement over the course of time will be monitored by us to ensure the plan outcome meets the desired goals.

    • Tax Return Preparation is included in an ongoing advisory plan.

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Tax Preparation and Filing

Individual Income Tax Return Preparation:

  • Real Estate Investing

  • Capital Gains and Loss from Stock

  • Real Estate Transactions

  • Rental Income

  • Farms

  • Home Office deductions

Business Tax Returns Preparation:

  • S-Corporations

  • Partnerships

  • Sole Proprietorship

  • Trusts

  • Non-Profit Organizations.

Audit and Attestation Services

Audit services are available for businesses not publicly traded.  

  • Provides assurance that financial statements are not misstated

  • Includes third party verification of balances

Review of Financial Statements

  • Not a full audit for assurance, but a review inspects the financial statements and provides an independent review of controls and processes in place to report financial data.

Other Special Reports​ which needs an independent review or assurance letter provided by a CPA.

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