Tracy O. Osborne, CPA

Tracy O. Osborne, CPA

Director, Fiduciary Tax Services, LLC

400 S. Walnut St., Ste. 200
Muncie, IN 47305

[email protected]
765-288-3651 (main)
765-288-7068 (fax)

Tracy has developed technical and analytical expertise in several areas of taxation over the course of her career.  She assists our clients with Federal and State tax planning, bookkeeping/accounting services, tax return preparation and tax problem resolution, as their needs relate to the following types of taxation and compliance reporting:  Individual, Trust and Estate, Federal Estate and Gift (including Consistency of Basis reporting), Not For Profit (including assistance with applications for and reinstatement of exempt status), Unrelated Business Income, Employer Taxes (including sole proprietor businesses and Individual household employers), and Information Return (1099) Reporting.  Prior to joining DeFur Voran, Tracy served a regional trust company for 18 years where she was a Trust Administrator and Estate and Fiduciary Tax Specialist.

Education

Ball State University (B.S. in Accounting, 1985)
Graduate of Cannon Trust II School (1990)
Graduate of Cannon Trust III School (1991)
Graduate of Cannon Trust Tax School (1992)

Memberships

Accounting and Financial Women’s Association; Indiana CPA Society; East Central Indiana Estate Planning Council; DunlapGill Wealth Management Group Advisory Board

Civic Involvement

Greater Muncie Habitat for Humanity – Board Treasurer
ITOWN Church
Kiwanis Club of Muncie