PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors

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Tracy Cai

Director, PKF O'Connor Davies Advisory LLC

Tracy Cai brings more than a decade of specialized experience in public accounting and tax, working exclusively with not-for-profit organizations. She has deep expertise in preparing and reviewing complex federal and state tax filings for a wide range of tax-exempt entities, including large public charities. Tracy works to ensure her clients remain compliant with ever-evolving IRS regulations and state requirements.

In addition to tax compliance work, Tracy conducts tax research to support technical positions and proactively address emerging regulatory challenges. Her comprehensive understanding of exempt organization tax law allows her to guide clients through both routine filings and sophisticated tax matters.

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • New Jersey Society of Certified Public Accountants (NJCPA)

Accreditations

  • Certified Public Accounting (New Jersey)

Education

  • Monmouth University, Bachelor of Science degree in Business
    Administration with a concentration in Accounting and Finance