About Us

Cash Tracks Financial provides personalized, professional tax, life insurance, & investment services to a wide variety of individual and business clients.  We build relationships by going the extra mile to offer custom-tailored insight, support, and guidance for each client.  As a small firm, we focus on serving the unique needs of our clients on a one-to-one basis. We are accessible, flexible, and personal.

We provide assistance for those who have changed jobs and have a retirement plan (401k, 403b, etc.) with their former employer.  Our consultations include discussing both the rollover options and the tax implications.

 

Staff Profiles

Marcelino Dodge, EA, CFS

Marcelino Dodge, EA is passionate about helping individuals and businesses pay as little tax as possible.  With over 20 years of  experience in tax and financial services, Marcelino is ready to help you reduce your tax burden and to reach your financial goals.  As an Enrolled Agent, a federally licensed tax practitioner, Marcelino can prepare tax returns and offer tax planning for businesses and individuals across the country.   He is a member of the National Association of Tax Professionals and is the Featured Local Tax Preparer on PTIN.org. Marcelino specializes in providing services tor individuals, partnerships, corporations, LLC’s, truck drivers, farms, and ranches.