Tracy L. Kelso, CPA, MT

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Shareholder | Director of Tax Services

Focus

Tracy Kelso has over twenty years of experience in public accounting, providing tax and accounting services for privately-held companies, family-owned businesses, and individuals. As Director of Tax Services, Tracy provides tax planning, research, and tax review services for both corporate clients and individuals. In addition, she oversees the preparation and review of all individual and corporate tax returns for the firm. Tracy also spearheads the training and development of staff in matters of taxation.

Education

Tracy is a graduate of Gwynedd Mercy College, Gwynedd Valley, Pennsylvania, where she earned a Bachelor of Science degree in Accounting. She also holds a Master of Taxation degree from Villanova University.

Memberships

A Certified Public Accountant, Tracy is a member of both the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA). She is also a member of the Bucks County Estate Planning Council.