Allstate Insurance

Tracy L. Carico, CPA has been providing quality, personalized tax and financial guidance to both individuals and businesses for more than twenty years. Our firm's expertise ranges from basic tax management, bookkeeping, and accounting services to in-depth services including fraud detection and investigation, financial statement preparation, IRS audit representation, Offers in Compromise, and financial planning. Our mission is to help you maintain financial viability in the present, while also taking a proactive role in assisting you to reach your future goals in the most tax-advantaged manner possible. This requires open communication to reach an understanding of your needs. Through consultation, research, and sound analysis, we are dedicated to helping you meet your goals, while adhering to the highest standards of excellence, ethics, and professionalism.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy