Osborne
Tracy O. Osborne, CPA

Director, Fiduciary Tax Services, LLC

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

tosborne@defur.com
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

Board of Elders, The Gathering; Board Member, Greater Muncie Habitat for Humanity; Board Member, Inspire Academy – School of Inquiry; Member & Fundraising Volunteer, Kiwanis Club of Muncie