Tracey joined Boulay as a partner in 2018. As the tax leader in Boulay’s Private Client Services team, she specializes in individual, estate, trust and business taxation as well as consulting and advising for ultra-high-net-worth individuals and privately held businesses. Tracey collaborates with clients on personal financial strategies as well as income, estate, and gift tax planning. She also represents individuals and businesses before Federal and state taxing authorities. Before joining Boulay, Tracey spent several years at a Big Four firm and was the founding partner of a local CPA firm in Naples, Florida.