Tracy D. Fisher, CPA LLC

Experience

• Graduated from Oregon State University in 1995.
• Over 20 years of public accounting experience.
• Focus on tax preparation, financial consulting, business planning, and customized accounting systems for closely held businesses and their owners.

Core Values

• Professionalism – Combining expertise, experience, and dedication so every client receives close personal and professional attention.
• Communication – Maintaining an open line of communication to keep everything on track and to help save both time and money.
• Quality – Delivering services that provide actionable advice tailored to each client's needs, net worth, and future goals.

Commitment to Clients

Tracy works with both individuals and businesses, taking time to listen and understand each client's situation before recommending strategies. The goal is to provide clear, practical guidance that supports informed financial decisions and long-term success.

Personal Life

Tracy values balance in life as well as in business. He and his wife, Tama, are parents to their son, Kade. In his free time, Tracy enjoys attending Oregon State University football games, watching Trail Blazers games with Kade, golfing, and spending time with family and friends.

Ongoing Professional Development

Tracy continually invests in advanced education and professional development to keep his technical expertise and financial knowledge up to date in a changing financial and tax environment.

--- Contact: 503-598-0168 Email: tracy@tracyfishercpa.com Office: 5200 S Macadam Avenue, Suite 550, Portland, OR 97239

Core Business Accounting Services

• Financial statement preparation (compiled and reviewed) to provide clear insight into business performance.
• Financial statement organization and cleanup to get books into usable shape.
• Compliance reporting to help meet filing and reporting requirements.
• Tax preparation for Partnerships, LLCs, Corporations, and S-Corporations.
• Tax form reviews to confirm accuracy and completeness before filing.
• Asset carryover allocation for accurate tracking of assets over time.
• Cost certifications to support specific reporting and financing needs.
• Budget preparation and monitoring to plan for expenses and track results against goals.

Controller and Advisory Support

• Cash flow management to help ensure the business has the liquidity it needs.
• Accounts receivable and payable support for smoother day-to-day operations.
• Financial statement analysis to highlight trends, strengths, and areas for improvement.
• Financial projections and planning to create a roadmap for growth.
• Startup assistance, including entity setup, financial projections, and business planning for new ventures.
• QuickBooks setup and optimization to streamline bookkeeping and reporting.

Who Business Services Are For

These services are tailored for new entrepreneurs and established businesses in and around Portland, Oregon that want practical guidance, clear reporting, and ongoing support from an experienced CPA.

How to Get in Touch About Business Services

To discuss business accounting or controller services:

• Phone: 503-598-0168
• Email: tracy@tracyfishercpa.com
• Office: 5200 S Macadam Avenue, Suite 550, Portland, OR 97239

Personalized Financial Support for Individuals

Tracy D. Fisher, CPA provides a comprehensive range of services for individuals who want clear, practical guidance on taxes and personal finances.

Individual Tax and Planning Services

• Individual tax preparation to ensure accurate, compliant filings optimized for potential savings.
• Tax planning to help minimize tax liability and prepare for major milestones such as retirement or purchasing a home.
• Estate and trust tax returns to manage estate and trust obligations efficiently and in compliance with applicable rules.
• Ongoing reviews so your tax and financial strategies stay aligned with changing goals and regulations.

Personal Financial Consulting

• One-on-one financial consulting to address life events such as buying a home, managing student loans, or planning for education expenses.
• Retirement planning strategies to help build and protect long-term savings.
• Organization and goal setting support to help you get your financial records in order and set realistic, achievable objectives.

QuickBooks Support for Individuals

• QuickBooks consulting to help you set up and use QuickBooks effectively for personal or side-business finances.

How to Get Started

To learn more about individual services or to request an appointment:

• Phone: 503-598-0168
• Email: tracy@tracyfishercpa.com
• Office: 5200 S Macadam Avenue, Suite 550, Portland, OR 97239

• Phone: 503-598-0168
• Email: tracy@tracyfishercpa.com
• Office Address: 5200 S Macadam Avenue, Suite 550, Portland, OR 97239

Office Location

The office of Tracy D. Fisher, CPA LLC is located on S Macadam Avenue in Portland, Oregon. Services are focused on individuals and businesses in the Portland area and surrounding communities.

Free Initial Accounting Consultation

New clients are invited to request a free first accounting consultation. This initial meeting is an opportunity to discuss your situation, financial goals, and questions, and to determine whether the firm's services are a good fit for your needs.

Consultations are held by appointment.

How to Schedule a Consultation

To request your free initial consultation or to schedule another appointment:

• Call 503-598-0168 during normal business hours, or
• Email tracy@tracyfishercpa.com with a brief description of your needs and your preferred contact information.

Tracy will respond to coordinate a meeting time and discuss next steps.

Ask anyway — the agent will say plainly that it is not published rather than guess.