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When I moved from Massachusetts to Connecticut in 2006 I asked my financial advisor to advise me on possible accountants in my new area. It didn’t seem like much of a move but each state has its own way of doing its business and I needed an expert in this area.
One of his board members gave my advisor Tracy Fillow’s name saying she was known for her acumen and good heart.
Wow, I had never thought of that! My then current CPA had a big firm and I dealt with someone new every tax year. Some were really nice, some were in a hurry – well, they were all in a hurry! It never occurred to me that taxes and heart could go together.
I signed on with Tracy and have never looked back.
She embodies authority on tax and financial issues with a clear heartfelt reality check that helps me see how each decision impacts my/our life. She is present and works hard to be available for all the deadlines I have put in her way – school loans, financial aid, whatever I have going on, she is there.
Tracy’s advice throughout the financial crisis we were in – with plenty of company – gave us peace of mind. She was able to handle Massachusetts and Connecticut’s tax transitions for us and kept us from paying a fine we didn’t need to pay – thanks to her keeping on top of letters to state agencies that we never had to deal with.
Her clarity and patience has helped members of our family get straightforward tax help when they needed it. Her judicious advice and knowledge of us and our taxes gives us confidence that we are doing the right thing.
Thank you, Tracy! (P. White – Personal, Trust and Corporate Client)
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Tracy has been our personal and business accountant for over 25 years. She is also a trusted business advisor. We hold her in the highest regard and trust her implicitly. She and her team are excellent. (D. & B. Smolover – Personal & Corporate client)