Traci Grady, EA

Traci is a senior member of AAFCPAs’ tax practice, bringing more than 20 years of public accounting experience and a sharp focus on the needs of small to mid-sized businesses. She works in close collaboration with an integrated team of tax partners, consulting CFOs, and wealth advisors to deliver coordinated tax planning, compliance, and wealth preservation solutions tailored to each client’s goals. Traci serves private and closely held commercial businesses including those in real estate, professional services, life sciences, and home care along with their owners and key employees.

She delivers strategic tax guidance grounded in thorough analysis of current and emerging federal, state, and local tax regulations. Clients value her proactive approach, which includes identifying planning opportunities, anticipating risks, and structuring strategies to align with their business objectives. Traci oversees the preparation of complex corporate, individual, partnership, and multi-state returns, and develops accurate projections to help clients avoid year-end surprises and manage cash flow with confidence.

Committed to technical excellence, Traci remains current on tax law changes through active participation in internal and external training programs. She shares this knowledge with the broader team, guiding colleagues through complex assignments and reinforcing best practices in a fast-paced, deadline-driven environment.

As an Enrolled Agent (EA), Traci is authorized to represent taxpayers before the IRS. Her depth of expertise and steady presence offer clients peace of mind when addressing high-stakes tax issues.

Education

• Bentley College, Bachelor of Science, Accounting

Service 

• MassCPAs – Nonprofit Accounting & Auditing Committee