Our Services

Trace Financial, LLC is a personal and small business accounting firm.

Our focus is helping individuals and businesses trace what matters by setting up proper accounting, strategic tax planning, and preparation. By using our services, clients not only are better equipped to understand their financials, but they are also audit-ready should the need ever arise.

Small Business Accounting

Trace offers a number of customizable business packages to create the most personal and tailored approach to every client’s business needs for taxes and accounting

Personal Taxes

We love helping individuals and families file their taxes correctly without hassle or worry. At Trace Financial, we specialize in strategic tax planning or tax preparation.