Tracy is a senior administrative assistant at Rodman CPAs. Her responsibilities include processing tax returns for delivery to clients, managing the CCH Electronic Filing System, assisting in setting up new clients and managing various databases, and assisting clients with questions on accessing and using our Client Portal. She became a Notary Public in 2018, adding futher value to her client services. Tracy also assists many of the staff with administrative tasks.
Previous Employment: with a Public Accounting firm in Waltham, MA 5+ years
Member of Saint Edwards the Confessor Church, Medfield, MA
Practice Management, Document, XCM
Rodman CPAs is now BerryDunn. We're thrilled to share our news!
As of July 1, 2019, Rodman CPAs has merged with BerryDunn to deliver more tax, assurance, and consulting services to businesses in New England. We are excited to partner with a firm that shares our commitment to attracting and retaining the highest quality people who will continue to offer you exceptional, personalized client attention.
To learn more about our services and the industries that we serve please visit berrydunn.com.
For current Rodman clients seeking to make a payment, please contact Kathy Bautze directly at 617.965.5959x225.
You may also continue to access your secure client portal at rodmancpa.com/portal.