Be confident
your
Taxes
Books
Financials
are on track
A long-term partner for individuals & businesses ready for a professional to handle their taxes, accounting, & financial strategy.
bring in a partneR
remove the guesswork
know you’re on track
Your FINANCIAL LIFE IS COMPLICATED.
You think you’re heading in the right direction, but when’s the right time to bring in a partner? How can you be sure you are on track?
Do you have a plan for your taxes or are you crossing your fingers that a refund will help with your Christmas budget?
Are you unsure if you and/or your business are taking advantage of all tax deductions and benefits available?
Are your personal or business finances disorganized or actively helping you make decisions?
DIY software is great, but is it time to outsource this?
Partnering with Track removes the guesswork so you feel confident your finances are on track.
you don’t have to handle YOUR tax plan on your own
At Track, we don’t just see numbers.
We find OPPORTUNITIES & PATHWAYS TO DEVELOP A TRACK TO
OPTIMIZE YOUR FINANCIAL POSITION.
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ANNUAL TAX PREPARATION
We all have to do it — have more peace of mind.
Be confident you're not only compliant but maximizing the opportunities available to you on your personal or business tax returns.
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FUTURE READY TAX PLANNING + STRATEGY
Let’s navigate your specific tax complexities together.
We believe that effective tax planning happens throughout the year, not with your fingers crossed at tax time.
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BUSINESS START-UP + ONGOING SERVICES
Get on track from the start or from today forward.
Let’s answer your questions like choosing your entity type, when to become an S-Corp, or payroll and bookkeeping software decisions.
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BOOKKEEPING + BOOK REVIEW
Get your books on track with our bookkeeping services.
Whether your needs are weekly, monthly, or quarterly, DIY or outsourced —
we've got you covered.
Track provides the professional help you need to navigate the complexity of your personal & business financials.
About your TEAM
We know how hard it is to trust someone with your finances. It’s personal.
So, it matters that a long-term financial partner cares about you and your goals — not just for today but also the future.
The team at Track is led by Conner Kelderman, a Certified Public Accountant (CPA) with over 12 years of experience. He’s handled diverse and complex financial issues for hundreds of individuals, families, and businesses.
Track partners with other financial experts as needed and we advise clients navigating the complexities of long-term planning.
Whether you’re an individual or business, you shouldn’t have to worry about your finances.
Let’s make sure you are on track!
ready to get ON TRACK?
Take the first step today
1.
answer a few questions.
Let’s make sure your needs are the best fit for our skills and services.
2.
let’s connect.
After receiving your responses, you will get an email with more information, next steps, and a link to schedule an introductory call.
3.
GET ON TRACK.
After our introductory call, you’ll receive specifics of services and investment to partner together to get on track.
fINANCIAL ADVISOR PARTNERSHIPS
At Track, we believe in the power of collaboration.
By coordinating with our clients’ financial advisors, we aim to provide a seamless and holistic financial service experience.
The financial advisors above are some of many advisors that have already forged a successful partnership with Track.
If you're a financial advisor looking for a trusted tax and accounting partner to further elevate the financial journey of your clients, let’s talk.
visit the client portal
Sign in to your current account and be confident you are on track today!
