About TLJ Professional Services

TLJ Professional Services, Inc. is family-owned and operated right here in SF Bay Area, CA. Other companies may offer similar services, but our services are best in class and come with a personal touch. Our goal is to help you make the best financial decisions for you and your loved ones.

Meet Our Leader

Tracy L Tate, CEO

Tracy L. Tate Jones, CEO, is a native of San Francisco, obtaining her high school education from Lowell High in 1987, her AA Degree from Healds College in 1991; BA Degree in Business in 2005 from University of Phoenix; MBA with emphasis in Accounting & Public Administration in 2007 from University of Phoenix and is a Master’s Certification in Accounting from Keller Graduate School in 2016. Tracy is also a CPA candidate and has an Accounts Payable Manager (APM) certification from the Institute of Finance & Management (IOFM). 

Formerly doing business as Tracy Tate Bookkeeping, a Sole Proprietor company started in 2003, Tracy provides bookkeeping and accounting services, business and personal coaching, business formation and lending, and tax preparation services for Individuals, Sole Proprietor, Small Business and Corporations. Tracy Tate Bookkeeping converted to TLJ Professional Services Inc in 2014. Tracy also specializes in reconciliations, system implementations, QuickBooks automation and financial reviews. Tracy has been in accounting and taxes services since 1985 and in management since 1995. Tracy has PTIN, CTEC, EFIN and CAF tax preparer representations.

Tracy was the VIP member and Board Treasurer of the National Association of Professional Women (NAPW) SF Chapter, which she obtained the Professional Woman of the Year Award for 2014-2015, and was also the Financial Secretary for the National Coalition of 100 Black Women – Oakland Chapter before becoming their Treasurer. She is recognized in Marquis Who’s Who Publication.

Need more details? Contact us

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Call:

833-855-7763