Tracey Jolly CPA | State Local Tax Planning | OH IN KY

About Tracey

Tracey leverages her decades of tax experience, including federal, state, and local tax planning at the corporate and individual level, to help her clients develop and implement strategies to minimize their tax burden. Her dedication to detail, responsiveness, and commitment to ensuring the best possible outcomes make her an invaluable asset to her clients.

Her experience is primarily with closely held companies and associated family groups. She is responsible for the preparation and review of corporate and individual tax returns, as well as budgeting and staff supervision. Tracey has strong interpersonal skills, which help grow and strengthen her client relationships.

Prior to joining Barnes Dennig, Tracey spent nine years at an international CPA firm and worked for a small family office, where she gained significant experience with individual tax returns.  Most recently, she was Director of Finance for a large public school district, overseeing all financial operations of a multi-million dollar budget.

Tracey received her Bachelor of Science in Accounting from the Gatton College of Business and Economics at the University of Kentucky. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA).

For many years, Tracey has spent countless hours watching her kids play sports; however, that time is nearing the end. Her spare time is now filled with traveling to new places and spending time on the lake. More recently, she’s taken up gardening and raising fresh vegetables.  Most of all, she loves spending time with her husband, daughter, and twin sons.

She is diligent and knowledgeable and has earned our trust as a tax expert. She is extremely reliable and always helps us navigate any issues, confronting them in a timely and thorough way.

— Ross A., President & CFO

I am very pleased with the services and attention to our needs.

— Barnes Dennig Client

She’s always willing to talk things out and provide sound advice on how to execute a simple and effective process. We're so grateful to consider her a part of our team!

— Emily R., Vice President of Finance

Always very responsive and professional.

— Barnes Dennig Client

Barnes Dennig keeps us informed about important changes in tax law and other activities that are important to our business.

— Susan A., Partner
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