People

Tracy L. Badgley

Partner

“After so many fulfilling years in the accounting profession, I pride myself on the strong relationships I have built with both my clients and the business community in general. Those client relationships make my job ‘fun’ and ever interesting. Not only am I a trusted advisor, I am fortunate to have developed many friendships.”

Tracy is a Partner at PKF O’Connor Davies with over 25 years of distinguished public accounting experience. She has a particular focus on women-owned businesses, management transitions, financial statement preparation, representation before state and federal tax authorities, strategic tax planning for individuals and businesses, divorce advisory services, employee benefit plans, not-for-profit organizations, and corporate tax structuring. Tracy advises professionals, business owners and individuals with advanced tax planning strategies to reduce state and federal tax obligations. She has significant experience and expertise in Internal Revenue Service representation and negotiating techniques.

Tracy serves local colleges and universities to guide students toward the accounting profession and also serves on the Business Advisory Council for the State University of New York at New Paltz where she provides real world advice to the School of Business.

Tracy lives in Gardiner, NY with her husband, Don, and she has two daughters. She loves to travel, and she is very passionate about her Yankees.

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants
    • Past President and Executive Board Member of the Mid-Hudson Chapter
    • Chair of the Mid-Hudson Chapter’s Estate Planning Committee
  • SUNY New Paltz Business Advisory Council
  • Community Foundation of Orange and Sullivan Professional Advisors Society
  • Financial Specialist with the Hudson Valley Collaborative Divorce and Dispute Resolution Association

Accreditations

  • Certified Public Accountant (New York)
  • Certified Divorce Financial Analyst (CDFA™)
  • Chartered Global Management Accountant (CGMA)

Education