Kat & Bud Enterprises, LLC. – Kathryn S. Tracy, Accountant
Kat & Bud Enterprises, LLC is a full service, year around accounting and tax preparation practice. We provide bookkeeping, payroll services, sales tax report preparation, and income tax preparation for all individuals and businesses. Kathryn has 40 years of experience in the accounting and tax industry.
Work Experience:
H&R Block Preparer and Office Manager - 5 years. Kathryn managed two of their offices in the Phoenix area. She took all of their classes to become proficient in preparing all individual and business tax returns.
Internal Revenue Service (IRS) Revenue Agent – 4 years.
Audited individuals and businesses. Detail assignments to: fraud and non-filer group, Volunteer Income Tax Assistance (VITA) Program, Advanced Tax Law Research.
In 1992 Kathryn opened a sole proprietorship accounting and tax preparation firm in Buckeye, AZ, Kathryn S. Tracy, Accountant. In 2001 the name was changed to Kat & Bud Enterprises, LLC recognizing her husband Gene Tracy and their two children Iris (Tracy) Howell and Aaron Tracy as partners in the company. The family is celebrating 30 years in business serving the Buckeye Valley!
In 2008 Kathryn studied for and passed the Special Enrollment Exam (SEE) to become an Enrolled Agent. Enrolled Agents (EA) are licensed and governed by the IRS. They are considered specialists in taxation and representation for taxpayers with the IRS.
We helped found the non profit organization called Disciple Makers 2 Timothy 2:2, Inc. This group supports the pastor and the ministry of a mission church plant in Roatan, Honduras.
Please go to: Disciple Makers 2T2:2 Inc. for more information and to support this very worthy humanitarian cause.
Staff
Community Involvement:
Treasurer and Board Member of the Buckeye Valley Chamber of Commerce.
Board Member of The Odyssey Preparatory Academy
Volunteer Income Tax Assistance (VITA) Program – 1988 to Current
Treasurer and Board Member Disciple Makers 2T2:2, Inc
Children’s Ministry Director First Southern Baptist Church of Buckeye
Enrolled Agent
Kathryn S. Tracy
Kathryn (Kat) Tracy is an Enrolled Agent, licensed to practice before the Internal Revenue Service. She started in the accounting and taxation industry in 1982. Ms. Tracy is a former IRS Revenue Agent
Education:
AA Business - Phoenix College
BS Accounting - Grand Canyon College
MBA - Grand Canyon University
National Tax Practice Institute (NTPI) Fellow
Schuldiner/Smollan Leadership Academy
Professional Memberships:
National Association of Enrolled Agents (NAEA) since 2009.
Arizona Society of Enrolled Agents – current Vice President.
Phoenix West Chapter of Enrolled Agents – current Secretary.
Internal Revenue Service Advisory Council (IRSAC) – (2021-2023) Wage & Investment Sub Group.
IRS Taxpayer Advocacy Panel (TAP) – Taxpayer Assistance Center Improvements Sub-Committee (2018-2020), Chair, 2019.
IRS Information Reporting Advisory Committee (IRPAC) – (2009-2012) Burden Reduction Sub-Committee Chair, 2012.
Business Operations Manager
Gene Tracy
The manager of all business operations and does data entry during the tax season. He is a retired United States Postal Service Letter Carrier (23 years service) and the United States Army.
Staff Accountant
Priscilla Beltran
Ms. Beltran has a BS Accounting from University of Phoenix. She is the lead accountant and an expert at Quickbooks. She has been a key part of operations since 2011.
Systems Administrator
Aaron Tracy
Aaron is a nerd at heart. He currently serves as in house IT for K&B Enterprises. While not working on the systems for K&B, Aaron is a Systems Engineer for Stripe.