Tracy Monroe

Tracy Monroe, CPA, MT Partner, Tax

As a highly requested speaker, Tracy is continually studying the latest tax developments that affect individuals and businesses. Coupled with her open communication style and listening skills, Tracy’s clients know she will be one of the first to uncover, and help them maximize, unique tax opportunities for their benefit.

Location: Akron Email: tmonroe@cohencpa.com Phone: 330.255.4357

Thought Leadership

Credentials & Education

  • Certified Public Accountant (Ohio)
  • Master’s of Taxation, The University of Akron
  • B.A., The University of Akron

Tracy’s technical expertise lies in state and local taxation; S Corporations; C Corporations; consolidated returns; mergers and acquisitions; tax free exchanges; and other tax planning, research and compliance issues. She has saved clients millions of dollars using cutting-edge tax planning techniques — and by standing up for those techniques, when necessary, to the IRS.
 

  • Cohen & Company team leader; leads the firm’s Corporation Tax Group
  • Cleveland Tax Club
  • American Institute of CPAs
  • Ohio Society of CPAs
  • Annual OSCPA Speaker on tax planning for individuals and businesses
  • Frequently published in the AICPA’s Tax Adviser and OSCPA Voice

 

A true golf enthusiast, Tracy once had the opportunity to attend a practice round at the Masters Golf Tournament in Augusta, Georgia! Tracy resides in Brunswick, Ohio, with her golf pro husband and their two children. In addition to golf, she loves to watch her children’s baseball, soccer, golf and dance events.