Tracy Cook, CPA - Owner
I love math, law and people. When I was 8 years old, I decided to be an accountant so I could do math for a living. After taking a tax course my senior year in high school, I decided that would be my path. I earned my bachelor’s in business administration with a focus in Accounting in 1999 and went on to obtain my CPA license in 2006.
In 2003 I started specializing in the area of trusts and estates. I was initially drawn to it because of the opportunity to save clients large sums of money. It soon became clear that my real passion was interacting with the clients and taking some of the burden off of their plates so they would have more space to focus on other tasks and allow them to grieve the loss of their loved one.
However, it wasn’t until I lost my parents in quick succession in 2014 that I realized what an important role a knowledgeable, reliable, and empathetic professional can have in the lives of the grieving family. I am so grateful for the professionals that my family relied upon during our most vulnerable time. The fact that I might be able to fill that role for other families is an honor and a privilege.
When I am not running my business, I am spending time with family and friends. My son, Tony, is addicted to the usual teenager stuff, Ultimate Frisbee, and is a voracious reader. Most summer weekends are spent camping with our friends and family.
I love the 49ers and most local professional sports teams and I love love love to attend games. I have a minor in Music: vocal performance from San Jose State University. I have toured Europe for three amazing weeks with a choir in 1996 and will be part of a choir performing at Carnegie Hall in June of 2025.