Tracy Jaques

Administrative Assistant
  • Biography
  • Specializations

Tracy is an 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.  Tracy also assists many of the staff with administrative tasks.

Professional Experience

(Previous work Experience – company, position, role, etc.)

Previous Employment: Newburg & Co, LLP, Waltham, MA       5+ years

Civic/charitable involvements

Member of Saint Edwards the Confessor Church, Medfield, MA

Specializations

 Practice Management, Document, XCM