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Our mission is to: Protect, Maintain, Develop, and Increase our Clients’ Wealth through means of Tax Services, Bookkeeping, Consulting, and Financial Services. |
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Sim R. Portnoy Financial Advisor |
Tracy Corliss Portnoy Founder |
Raymond Saluga Payroll & Benefit Admin |
 About Our Group |
| Tracy Corliss A graduate of University of Missouri 1989 in Accountancy and Business Administration. Certified credit counselor by the National Institute for Financial Counseling Education. Partner in the firm, has over 15 years experience, some of it as a Controller, in the business environment. She has worked in the public practice with a local CPA firm. Additionally, she has over 7 years, individual and business taxation experience. Because of this combination of public and industry background she has focused primarily on the needs of small and medium-sized businesses, the self employed, and individuals. |
