Leadership Team
Tracey S. Peters, CPA, AEP
FOUNDER
Tracey is a Certified Public Accountant (MD Lic #11205) and Accredited Estate Planner (AEP®) with over 30 years experience working with tax and accounting solutions for individuals, businesses, estates, and trusts.
She received a BS in Accounting from Lehigh University and subsequently worked in various accounting roles with several large firms. Tracey then entered into an alliance with a seasoned accounting professional operating their own private firm. In 2008 she decided to go independent and formed the firm of Tracey S. Peters CPA, LLC.
Professional Affiliations:
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Member, Maryland Association of Certified Public Accountants (MACPA)
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Member, Maryland Society of Accounting & Tax Professionals (MSATP)
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Member, American Institute of CPAs (AICPA)
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Board Member, Howard County Estate Planning Council
Practice Areas:
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Tax Strategy and Planning
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Individuals
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Businesses
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Estates and Trusts
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Business Startups / Entity Selection
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Tax Projections
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IRS Notice Mediation
Craig A. Peters, PMP
DIRECTOR OF OPERATIONS
Craig is a Certified QuickBooks ProAdvisor with extensive experience in IT software development and project management. Craig received a BS in Mechanical Engineering from Penn State University, with a concentration in Information Systems.
Craig oversees our software, hardware and network infrastructure, business development, document processing and archiving, client tax deliverables, and works closely with businesses to implement and design successful network and QuickBooks technical solutions.
Over the next 24 years as a Software Engineer and Project Manager for several private Maryland firms, Craig specialized in various industries including computer-based testing, Maryland government IT contracts, Goddard Space Flight Center programs, and nuclear power plant software control systems.
Professional Affiliations:
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Certified Project Management Professional (PMP)
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Member, ASME (American Society of Mechanical Engineers)
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Certified QuickBooks ProAdvisor
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Authorized QuickBooks Affiliate
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Member, Project Management Institute (PMI)
Practice Areas:
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Client Deliverables
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Project Management
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Business Development
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Company Back Office Administration
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Network Administration
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Software Application Design
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QuickBooks Installation, Maintenance and Support