Tracey & Tracey Certified Public Accountants can help clients analyze their current situation to help them make the best possible choices. We can help clients develop a business plan to meet specific goals or evaluate an existing plan to help in certain areas.
Tracey Wealth Management Co. was created to provide solutions for personal investment objectives revolving around retirement, college saving, financial asset structuring, insurance, and estate planning.
Frequently Asked Questions
Have our expert team of accountants help you achieve great savings and efficiency.
What are the biggest changes tax changes for individuals in 2018?
Answer: While there were many changes created by Tax Cuts and Jobs Act, the most impactful ones for individuals were the elimination of Personal Exemption, the decrease in tax brackets, the increase in the Child Tax Credit from $1,000 to $2,000 and an increase in income threshold to qualify for the credit, and the increase in the Standard Deduction. For a majority of individuals, the standard deduction will be taken instead of itemizing.
Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS.
Tracey Wealth Management is not affiliated with Kestra IS or Kestra AS.
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Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.
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Tracey & Tracey Certified Public Accountants, LLC
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