Tracey S. Peters, CPA, AEP
Founder
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.
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.
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
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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
Tracey prides herself in maintaining extensive relationships with other professionals, including attorneys, bankers and investment agents. She makes every effort to fully understand her clients’ concerns and financial situations.
