We are dedicated to making your tax filing process easy and affordable with service you can trust. As your dedicated Personal Tax Professional, Tracy will work with you to gather all the required documents, make the drop off process easy, complete your return with efficiency and accuracy and require meeting only once to review your return. Tracy will then e-file your return on your behalf. It is that simple! Valleyview Financial Solutions is owned and operated by Tracy Wray, CFP. As a Certified Financial Planner, Tracy has more than 20 years experience helping clients with their money and tax questions. Accurate, Experienced, Professional.

We make your tax filing process easy and affordable. Our Process: 1. Phone consultation to review your financial and tax situation. 2. Use the Personal Tax Organizer to prepare your documents. 3. Drop off your documents in our secure mailbox. 4. We input your information and review any questions with you. 5. We schedule an appointment to review and e-file your return. Small Business Bookkeeping: We can help you keep track of your income and expenses and simplify your bookkeeping process. Monthly, quarterly, and yearly reporting provided. Ask about our drop-off and subscription service. more... See more text