Experience. Integrity. Personal service.

Welcome

Tracie Lowe, CPA, PI

& Associates

Protect your financial future. Build your business with confidence.

Protect your financial future.

Build your business with confidence.

With more than 30 years of professional experience, Tracie Lowe, CPA provides trusted tax preparation, IRS tax resolution, business advisory, financial investigation, and legal support services. Knowledgeable, confidential, and personalized attention, every step of the way.

Received a RefundCPA notice?

OUR SERVICES

Guidance for Every Part of What Comes Next.

From resolving tax concerns to building financial confidence and supporting the next generation, our family of services is here to help you move forward with purpose.

OnPoint Tax Relief
01 / TAX RELIEF

OnPoint Tax Relief, Inc.

Professional guidance to help you understand your tax challenges, explore your options, and move forward with confidence.

Refund CPA
02 / REFUND SERVICES

Refund CPA

Clear, attentive support when navigating refund and unclaimed property matters, with guidance through each step.

OnPoint Financial Services
03 / FINANCIAL GUIDANCE

OnPoint Financial Services

Thoughtful financial guidance to help you make informed decisions and plan for the goals that matter most.

OnPoint Futures Incorporated
04 / COMMUNITY IMPACT

OnPoint Futures, Inc.

Creating opportunities for individuals, families, and future generations to grow and thrive.

01 / TAX RESOLUTION

OnPoint
Tax Relief, Inc.

At OnPoint Tax Relief Services, we specialize in resolving IRS problems with precision and expertise. Whether you’re facing audits, bank levies, property liens, or wage garnishments, we craft customized solutions tailored to your situation.

Our strategic approach and in-depth knowledge help you work toward financial peace of mind, with efficiency and care.

IRS resolution

Tax preparation

Personal guidance

02 / UNCLAIMED PROPERTY

Refund CPA
State of Florida Trustee

Unlock hidden assets with our unclaimed property services. We specialize in locating, validating, and recovering forgotten funds, helping you receive what is rightfully yours.

Our team navigates complex regulations with efficient, transparent solutions. If you received a letter from our offices, we are working to return refund settlement funds to you.

Locate

Validate

Recover

02 / UNCLAIMED PROPERTY

Refund CPA
State of Florida Trustee

Unlock hidden assets with our unclaimed property services. We specialize in locating, validating, and recovering forgotten funds, helping you receive what is rightfully yours.

Our team navigates complex regulations with efficient, transparent solutions. If you received a letter from our offices, we are working to return refund settlement funds to you.

Locate

Validate

Recover

03 / ASSURANCE & AUDIT

OnPoint
Financial Services

Led by Tracie Lowe, CPA, PI, CGMA, our Assurance and Audit Division meets the specialized needs of each client. We go beyond routine compliance with insights that strengthen decision-making and support long-term growth.

From compiling individual financial statements to comprehensive audits for complex organizations, our team brings technical expertise, professional integrity, and practical solutions.

Financial statements

Assurance

Audit

03 / ASSURANCE & AUDIT

OnPoint
Financial Services

Led by Tracie Lowe, CPA, CGMA, our Assurance and Audit Division meets the specialized needs of each client. We go beyond routine compliance with insights that strengthen decision-making and support long-term growth.

From compiling individual financial statements to comprehensive audits for complex organizations, our team brings technical expertise, professional integrity, and practical solutions.

Financial statements

Assurance

Audit

PURPOSE BEYOND BUSINESS

OnPoint Futures, Inc.

501(c)(3) · COMMUNITY & EDUCATION

Our commitment to meaningful change starts with the communities we serve. Through community engagement, educational programs, and charitable efforts, we are dedicated to shaping a brighter future.

Join us in making a difference and creating positive ripples of change together.

PURPOSE BEYOND BUSINESS

OnPoint Futures, Inc.

501(c)(3) · COMMUNITY & EDUCATION

Our commitment to meaningful change starts with the communities we serve. Through community engagement, educational programs, and charitable efforts, we are dedicated to shaping a brighter future.

Join us in making a difference and creating positive ripples of change together.

Your trusted professional

Meet

Tracie Lowe, CPA, PI, CGMA

More than 30 years of professional experience. A commitment to integrity. And a belief that dependable financial guidance should always feel personal.

Tracie brings her experience to tax preparation, IRS tax resolution, business advisory, financial investigation, and legal support, helping you navigate the decisions that matter.

Receive knowledgeable, confidential attention without call centers or unnecessary delays.

CLIENT EXPERIENCES

Words From Our Clients

Google review from Sharon
Google review from Ileana Hall
Google review from C M
Google review from Patrice Hopkins
BEYOND THE NUMBERS

An Amazon International Best-Selling Author

Mind To Your Business by Tracie Lowe

In 2025, Tracie Lowe became an Amazon best-selling author with Mind To Your Business, a book inspired by her passion for financial literacy and helping entrepreneurs make more strategic decisions about money.

Drawing on more than 30 years in accounting and tax strategy, Tracie explores the foundations of business structure, financial confidence, and long-term growth. It is an invitation to build it right, protect it well, and think bigger about what is possible.

Expert Wealth Building Newsletter

Mind To Your Business.
Grow With Confidence.

The entrepreneur’s 7 pillars of financial success. Get access to financial insights, webinars, community inspiration, and resources to support your business journey.

Exclusive Content: Access members-only content, webinars, and Q&A sessions with our financial gurus.

Community: Join a vibrant community of like-minded individuals, sharing success stories, challenges, and triumphs.

Motivation & Mindset: Cultivate the millionaire mindset and stay motivated with our weekly dose of inspiration.

 Special Offers: Enjoy exclusive discounts on financial tools, courses, and resources to fast-track your success journey.

EXCLUSIVE CONTENT   /   COMMUNITY   /   MOTIVATION & MINDSET

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