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